Branches

🏢 Head Office – Branch Groups

The Branch Groups section allows you to organize and manage multiple locations by grouping branches together under a common name. This is especially useful when assigning settings, automations, or features across a collection of sites (e.g., all London branches).

🎥 Video Tutorial

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[Branches]

🔍 Navigating to Branch Groups

Go to: Head Office → Branches

🖥️ What You’ll See:

• Group Name – The title of the branch group.

• Branches – List of branches assigned to the group.

• Action Icons:

  • ✏️ Edit Group

  • 🗑️ Delete Group

Use these to update or remove existing groups.

➕ Creating a Group

1. Click the Create button on the top right.

2. Enter a name for your branch group.

3. Select multiple branches to include.

4. Save your group.

✅ Tips

• You can group branches by location, function, or size.

• Changes in the group affect how automations and sync features behave later in other modules.

❓ Common Questions

Q: Can I add the same branch to more than one group?
A: No, a branch can only belong to one group at a time to avoid overlap.

Q: If I delete a group, do the branches get deleted too?
A: No, only the group gets removed. The branches remain intact and operational.

Q: Where else are branch groups used?
A: In modules like e-Task, e-Learn, e-Contracts, and Assets to distribute content or sync features.