Branches

Use branches to represent company locations or operating units inside the workspace.

View branches

  • Admins can view the branch list.
  • Supervisors can view branch information.
  • The branch list shows name, location, supervisor, and status.

Create a branch

  1. 1Open Branches.
  2. 2Start a new branch.
  3. 3Enter the branch name.
  4. 4Enter the branch location.
  5. 5Select a supervisor if one is available.
  6. 6Save the branch.

Assign a supervisor when creating a branch

  • Supervisor is optional when creating a branch.
  • A supervisor can only be selected after that user already exists.
  • The user must already have an approved supervisor or admin role.

Branch fields

FieldUse
NameBranch name shown in the workspace.
LocationBranch location shown in the branch list.
SupervisorOptional assigned supervisor.
StatusCurrent branch status.