Docs › Set up your team › Enable branches

Enable branches

If your company has several offices, branch mode lets you separate data by office. This step is optional. Skip it if you run a single office.

Should you enable it?

Your situationWhat to do
Several branches, and each should see its own recordsEnable branch mode
One office, or everyone can see everythingLeave it off and skip this page

Note. The Their branch's data scope appears in roles only when branch mode is enabled.

Turn on branch mode

  1. Open Settings from the main menu.
  2. Find Branch-level data segmentation.
  3. Switch it on and save if the page asks you to.

Branches now appear under the Team section.

Create your branches

  1. Open Team, then choose Branches.
  2. Click Create.
  3. Enter the branch details and save.
  4. Repeat for each branch, for example Kathmandu, Lalitpur and Bhaktapur.

Tip. Create all branches before you add staff and agents, so you can assign people to them straight away.