Team & Branches

Assign Roles per Branch

Same person, different roles at different branches.

Per-branch roles give you flexible, fine-grained control over who can do what, where.

When to use this

When a manager fills in as a cashier at a second shop, or a shared bookkeeper oversees several branches.

Step-by-step

  1. Open Team > Staff.
  2. Edit staff member.
  3. Branch access section. List of branches.
  4. Pick a role per branch.
  5. Save.

Common issues

  • Staff cannot access a branch: they have no role at that branch.
  • Wrong permissions: role at that branch is too low. Upgrade.

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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