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Add a branch

Add a head office, branch, warehouse, store or office to a company, so users and documents can be tied to a location.

Settings & Administration 5 steps 1:04 video Administrator
Where to find it SettingsAdministrationCompanies & Branches

Steps

  1. Open Settings, point at Administration and choose Companies & Branches.
  2. Click a company on the left - for example Demo Services FZ-LLC. Its branches are listed on the right.
  3. Click Add Branch. The company is already filled in. Choose the Branch Type: Head Office, Branch, Warehouse, Store, Office or Other.
  4. Type the Branch Name and a short Code, then the City and the Address.
  5. Click Create Branch. The branch joins the list. It can now be picked in the company selector at the top left and when you give a user access.

Note

This lesson adds a branch to an existing company. A new company starts without apps and is set up by your SiaOne administrator, so it is not covered here.

Tip

Give each branch a short, unique Code - it appears next to the branch name in lists and in the user settings.

What happens next

Let a colleague work in the new branch: Add a user and set access rights.

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