Organising Branches into Regions

Regions group branches for organisation and reporting. Branches are assigned to a region through the branch’s details.

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

Adding a Region

1. Select Add Region.
2. Enter a required, unique Name of up to 64 characters and an optional Reference.
3. Select Add Region.

Adding regions requires multi-branch functionality. If Add Region is unavailable, check your account setup with Affinity Support.

Assigning Branches

1. Open Branches under Admin Settings.
2. Open the branch and choose Options → Edit Branch.
3. Select the Region and choose Update Branch.
4. Return to the region’s details and check Associated Branches.

Editing or Deleting

Open a region and choose Options → Edit Region. Change Name or Reference and select Update Region.

To retire a region, choose Options → Delete Region and confirm. Affinity prevents deletion while active branches remain associated. Reassign those branches or set their Region to None first. Region changes do not themselves assign users to branches.