Switching branches

Overview

This article guides you through the process of switching from one Branch to another.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
Switch branches

 

Prerequisites

Role

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:

• Admin
• Master Franchiser
• Franchisee
• Branch Manager

 

Scope

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.

 

For more information on Roles, click here.
For more information on Permission, click here.

 

Use case

The Branches section allows Staff members to switch between any Branch they have a Role in.

 

Navigation

Branch switching is performed at Organisation level:

 

Organisation level

To switch between Branches:
Navigate to Organisation level (light coloured menu)
Select Branches

All Branches that you have a Role within are listed:

 

Switch branches

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. e.g. Entering an into the search box, lists all Branches that contain the letters a and n next to each other 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