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Agency Manager - Roles & Branches

Stephen Paul avatar
Written by Stephen Paul
Updated over 3 months ago

Branch Setup Guide

This guide explains how to set up and manage branches within the platform.

1. Accessing Branch Settings

  • Log in to the platform.

  • Locate and click the three dots icon (often called the "kebab menu" or "more options" icon) in the top right corner of the screen.

    • See Screenshot 1, where the "Branch setup" option is highlighted in red.

  • A menu will appear. Select the "Branches" tab from this menu

2. Creating New Branches

  • Within the "Branches" tab, you will see a list of your existing branches (if any).

    • See Screenshot 2, showing the "Branches" tab interface.

  • To add a new branch, click the "Create Branch" button located in the top right corner of the "Branches" section.

  • Follow the on-screen prompts to add as many branches to your account as needed.

3. Assigning Members and Locations to a Branch

  • Once you have created a branch, you will see its name listed in the "Branches" tab.

  • Click on the name of the specific branch you wish to configure (e.g., "London" in Screenshot 3).

  • This action will open the branch's settings page, allowing you to:

    • Modify Branch settings (e.g., rename or remove).

    • Assign members by selecting users and clicking "Add."

    • Assign locations by selecting locations and clicking "Add."

    • See Screenshot 3, illustrating the branch settings page with options for members and locations.

  • Note: Branch assignments (members and locations) can be modified at any time.

Important Considerations:

  • Users can be members of multiple branches simultaneously.

Role Explanation

Understanding user roles in the platform is crucial for managing access and permissions.

1. Default User Status & Role Assignment

  • When new users are added to the platform, they automatically gain "Admin" status by default.

  • We recommend that at the beginning of your platform access, a senior member of staff is designated to manage and adjust user roles according to their responsibilities within the company.

    • See Screenshot 1, showing the "Users" tab where users are listed.

      Top section of a web application showing navigation tabs (Shifts, Timesheets, Invitations, Staff, Users, Finance). The 'Users' tab is selected and an 'Add User' button is visible. Below, a table lists users with columns for Name, Email, and Admin status."

2. Available User Roles

  • There are two primary roles that can be assigned to users:

    • Admin: Has full access to platform features, including the ability to change other user's roles, create branches, and assign members/locations to branches.

    • Member: Has limited access, typically focused on day-to-day operations relevant to their assignments.

    • See Screenshot 2, illustrating the "Edit User" interface where roles can be selected.

      Two 'Edit User' dialog boxes are displayed side-by-side. Both show fields for First Name, Last Name, and Email. The left dialog shows a 'Role' dropdown set to 'Admin'. The right dialog shows the 'Role' dropdown set to 'Member'. Below each dialog is an 'Update User' button."

3. Changing a User's Role

  • As an Admin, you have the ability to change the role of any user in the platform.

  • To change a user's role:

    1. Go to the "Users" tab.

    2. Click on the user's name you wish to edit.

    3. In the "Edit User" dialog box, use the dropdown menu to select either "Admin" or "Member" for their role.

    4. Click "Update User" to save the changes.

    • See Screenshot 2, which shows the "Edit User" dialog boxes with the role selection highlighted.

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