Team & Branches

Manage Multi-Branch Permissions

Owner, manager, staff: who sees what across branches.

Multi-branch permissions protect sensitive data and keep each staff member focused.

When to use this

When opening a second branch or hiring a regional manager.

Step-by-step

  1. Owners see everything. All branches, all reports.
  2. Managers. Their branches, reports and stock.
  3. Cashiers. POS on the branch they log in to.
  4. Custom. Add extra roles per branch as needed.
  5. Co-owners. Delegate owner rights to a business partner.

Common issues

  • Manager sees wrong branch: edit their branch access.
  • Cashier sees too much: review their role and remove extra permissions.

Related Articles

Add Employees

Add team members and set their roles.

Manage Branches

Add business locations and configure branches.

Create Staff Shift Schedules

Plan who works when, across days and branches.

Monitor Branch Connectivity

See which branches are online and when one drops offline.

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