How to add branches

How to add branches

An account can have different  branches, depending on your setting and database of the customers. 

To add this:

  • Go to Setup on the menu

  • On the drop down select Branches



  • To add a new branch click on the red button. 

  • A page will show where you are required to fill in the Branch name and the region



  • Fill in the details and hit the submit button to save


Once you have added the branches, you can go ahead and add customers placing them in their respective branches. Different branches can also be managed by different customers.


To add a branch manager:

  • Go to Setup

  • Access management

  • Search for the customer you intend to give the role








  • Search for the customer you intend to give a role

  • Click the edit button that is on the far right of the customer”s column

  • Select the role you want to give the member and click on Save roles



N/B Different roles have different permissions. The permissions get automatically checked once you save the roles. 



          .  Click the edit button that is on the far right of the customer”s column

  • Select the role you want to give the member and click on Save roles



N/B Different roles have different permissions. The permissions get automatically checked once you save the roles. 



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