Branch

A Branch is an organizational unit to organize and separate company offices. It allows for the separation of resources including

For Service Providers it also separates

For Assets it also separates

Attributes

Branch_New

Name - The name of the branch office.
Currency - The currency of the branch office.
Address Line 1 - The address of the branch office.
Address Line 2 - The address of the branch office.
City - The city of the branch office.
State/Province - The state or province of the branch office.
ZIP/Postal Code - The zip or postal code of the branch office.
Country - The country of the branch office.
Toll Free - The toll-free phone number of the branch office.
Phone - The phone number of the branch office.
Fax - The fax number of the branch office.
Email - The email address for the branch that will appear in the header of work tickets, quotes and purchase orders.
Website - The website of the branch. This website will also appear in the header of your documents.
Active - The branch is active. If inactive the branch will be hidden from the list view.

Employee	List View	Detail View	Create New	Edit Existing	Delete	Accessible Branches
Administrator	Yes	Yes	Yes	Yes	Yes	All branches belonging to company
Head Office Manager	Yes	Yes	Yes	Yes	Yes	All branches belonging to company
Head Office Administrator	Yes	Yes	Yes	Yes	Yes	All branches belonging to company
Branch Office Manager	Yes	Yes	No	Yes	No	Only the users assigned branch
Branch Office Administrator	Yes	Yes	No	Yes	No	Only the users assigned branch
Employee	No	No	No	No	No	Only the users assigned branch

Client	List View	Detail View	Create New	Edit Existing	Delete	Accessible Branches
Customer Manager	No	No	No	No	No	None
Customer Operator	No	No	No	No	No	None
Area Manager	No	No	No	No	No	None
Area Operator	No	No	No	No	No	None
Location Manager	No	No	No	No	No	None
Location Operator	No	No	No	No	No	None

Branch_Show