Users in several branches

A company with more than one branch decides, for each person, which branches they work in. Permissions are kept separately for each branch.

Before you start

The Branches box appears on a person's Details tab, and on New user, only when your company has more than one branch. With one branch it's greyed.

Put someone in a branch

1. Open Settings › Users & permissions › Users and click the person.
2. On Details, tick the branches in Branches.
3. Press Save.

Everyone must be in at least one branch.

A manager who isn't an administrator looks after only the people of their own branches: someone who works only in a branch the manager isn't in is out of their reach (That person does not work in any of your branches.). Administrators look after everyone. See What a non-admin manager can change.

Different permissions in each branch

The Permissions tab shows the permissions in the branch you're working in now — the one picked in the top bar. To set a person's permissions in another branch:

1. Switch to that branch from the top bar — see Switch branch.
2. Open the person again and set their Permissions there.
3. Press Save.

So a manager can see every order in the main branch and only their own in the second one.

Copy permissions to other branches

When a person should have the same permissions in several branches, set them once and copy them:

1. Open the person's Permissions tab in the branch whose permissions you want to copy, and press Save if you changed anything. The copy takes the permissions as saved; with unsaved changes the button says Save your changes first, then copy them to other branches.
2. Press Copy these permissions to other branches… at the top of the tab. It's there only when your company has more than one branch.
3. Tick the branches. Their other branches are the ones they're already in. Add them to lists the branches they're not in yet: tick one to add them there and give them the same permissions in one step.
4. Press Review. For each branch you see what gets turned on and what gets turned off, or Nothing changes in Austin when it already matches.
5. Press Copy permissions. You see Copied to Austin and Dallas.

Each branch you picked ends up with exactly this list: switches on here are turned on there, switches off here are turned off there. The Crew phone switches stay as each branch has them.

It never gives more than you could give by hand. Someone who isn't an administrator can copy only to branches they work in, and only when they have Manage employees within the company and Can change employees' permissions there. They also can only turn on or off permissions they hold themselves in that branch. If one permission is out of reach, nothing is copied and you're told which one.

Every copy is written to the person's Logs tab as one line: who copied, from which branch, and what was turned on and off in each branch.

Their department

A person has one department, whichever branch you look at them in. Each branch has its own list of departments, so in a branch where their department isn't one of that branch's, Department on Details shows it with its branch's name — for example Sales — San Diego. Pick one of this branch's departments only if you mean to move them.

Saving the window writes only what you changed: saving their permissions in a branch never touches their department, user type, positions or branches.

What they see

• Signed in to a branch, a person sees only that branch's orders, accounts and records. A record filed under a branch they're not in never opens for them, whatever their permissions.
• They switch between their branches from the top bar.
• Administrators work in every branch and hold every permission in each.

Who may move people between branches

An administrator can put anyone in any branch. Someone who manages employees can only add or take away branches they work in themselves.

If something goes wrong

• A person has to be in at least one branch.
• Please choose at least one company
• You can only move people among the branches you work in.
• In Austin you can only grant or remove permissions you hold there yourself (not "Can refund"). Ask an administrator to copy, or leave that branch out.
• You cannot change people's permissions in Austin. Ask an administrator.
• You can only add people to the branches you work in (not Reno).