Branches hold the locations your company works from: a clinic, a showroom, an office. Each branch has a name, a code, a status, a time zone and optional contact details. The owner decides, branch by branch and detail by detail, which team members may see or change them.
Before you start
- Branches need no plan feature.
- Only owners create branches, change their name, code and status, and manage who has access.
- Administrators, members and viewers have no access to any branch until an owner grants it, whatever their company role.
To open branches, select Team in the sidebar, then Organization branches.
Create a branch
- Open Organization branches.
- Under Create a branch, fill the fields:
| Field | Rules |
|---|---|
| Branch name | Required, up to 160 characters |
| Branch code | Required, up to 50 characters: lowercase letters and digits, words joined by hyphens, such as riyadh-north. Each code is used once in your company. |
| Status | Active or Inactive |
| Time zone | Required, such as UTC or Europe/London |
| Contact email | Optional |
| Contact phone | Optional, up to 40 characters |
| Address | Optional, up to 500 characters |
- Select Create branch.
The list shows 12 branches a page. To change a branch, open it with Open branch, edit under Update branch details and select Save changes.
Give team members access
- Open the branch.
- Under Team access to this branch, find the person and open Manage access.
- For each detail (Time zone, Contact email, Contact phone, Address), tick Read and, if they may change it, Change.
- Select Grant branch access, or Save access if they already have access.
To take access away, select Revoke branch access.
- Access always includes the branch's name, code and status. The ticks control the extra details.
- A detail that may be changed must also be readable.
- Viewers can read allowed details but can never be given Change.
- A suspended member can't be granted new access, but their existing access can be revoked.
- Owners don't appear in this list: they always see everything.
What a member sees
A member with access sees Branches available to you, with only the active branches they were granted. On a branch, they see the details they may read, and the form shows only the details they may change. Details they may not read don't appear at all, not even as empty fields. If they can't change anything, the page says Read-only access.
A member's company role is the ceiling: if an owner changes a member to viewer, they can no longer change anything, even with Change ticked. Suspending a member, or making a branch Inactive, blocks access at once. Their saved access returns if the membership is restored or the branch is made active again, unless it was revoked.
Branch activity
Owners see Branch activity on each branch: branches created and updated, and access granted and revoked, with who did it, which details changed and when, in UTC, 15 to a page. The values themselves, such as phone numbers and addresses, are never stored in the activity.
Good to know
- Branches don't divide your data. Contacts, deals, conversations and orders are not linked to a branch, and access to a branch doesn't limit what someone sees elsewhere.
- A branch's time zone is a detail of the branch. It doesn't change your own time zone, your reminders or your appointments.
- There is no default branch, and nobody chooses a branch when signing in.
Troubleshooting
"This branch has changed." Someone saved the branch after you opened it, and your changes were not saved. Select Open the latest details, review them and make your changes again.
A member says they see no branches. Their access hasn't been granted, the branch is Inactive, or their membership is suspended. The page tells them to ask an owner.
"An editable detail must also be readable." Tick Read for every detail you tick Change for.
Last updated 2026-11-08