Creating and Updating Branches

Branches organise records and user access within your account. Multi-branch functionality must be enabled to add another branch.

Open Admin → Settings, then select Branches under Branches & Regions.

Adding a Branch

1. Select Add Branch.
2. Enter a required, unique Name of up to 64 characters.
3. Optionally choose a Region and enter Phone, Email and Reference.
4. Select Add Branch.

Updating a Branch

1. Select the branch name.
2. Choose Options → Edit Branch.
3. Update its details. Choose a Region to group the branch, or None to remove the region assignment.
4. Select Update Branch.

Adding a branch does not automatically give every user access to it. Review Associated Branches on the relevant user accounts. Regions are organisational groupings; user access is assigned through branches and roles.

Deleting a Branch

1. Open the branch and choose Options → Delete Branch.
2. Confirm only when the branch is no longer required.

Affinity prevents deleting the last active branch and branches with assigned records, including tenants, housing groups, suppliers or users. Review and reassign the dependencies identified by the error before retrying. Deleting a branch makes it inactive; it is not a way to delete the records within it.