This article guides you through the process of switching from one Branch to another.
The article is divided into the following seven topics:
You must have at least one Role with the "Access to group operations" Permission. This Permission gives you access to Organisation level and displays the Organisation level button at Branch level:
Preset Roles that have this Permission are:
- Master Franchiser
- Branch Manager
You only require one Role with "Access to group operations" Permission to access Organisation level.
All Branches that you have a Role in are displayed in the Branches section.
You can not switch Branches if you only have a Role in one Branch.
The Branches section allows Staff members to switch between any Branch they have a Role in.
Branch switching is performed at Organisation level:
To switch between Branches:
Navigate to Organisation level (light coloured menu)
All Branches that you have a Role within are listed:
To switch Branches:
Use the Search box to search for the Branch name (optional)
Partial searches will list all Branches that contain the partial characters.
In this example Albany, Docklands, Manly, Southbank and Whangaparaoa is presented:
Note: Searches are not case sensitive.
Select the desired Branch
You are taken to Branch level for that Branch
To quickly switch Branches in Branch level, use the Branch switcher button
Select the desired Branch or type the name into the search box.
To return to Organisation level Branches, click on the Organisation level button