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How do I assign branch access to an existing user?

Assign applicable branches to Branch Mangers. Only Super Admins and Branch Managers can assign branch access.

Updated over 4 months ago
  1. Log in to your account

  2. From the menu, click User Access

  3. From the Active user list, select the User you would like to assign branch access to

  4. User Information page will load

  5. Select Branch-Wide Access

  6. Locate the branch(es) you would like to give the user access to

  7. On the right-hand side of each row, toggle access to On

  8. When toggle turns green, access has been assigned

  9. Changes are automatically saved

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