Team & permissions
Users in several branches
Put a person in more than one branch, give them different permissions in each, and know what they see when they switch.
- 1 min read
- Checked against MoveBoard
- For owners & admins
On this page
A company with more than one branch decides, for each person, which branches they work in. Permissions are kept separately for each branch.
Before you start
The Branches box appears on a person's Details tab, and on New user, only when your company has more than one branch. With one branch it's greyed.
Put someone in a branch
- Open Settings › Users & permissions › Users and click the person.
- On Details, tick the branches in Branches.
- Press Save.
Everyone must be in at least one branch.
Different permissions in each branch
The Permissions tab shows the permissions in the branch you're working in now — the one picked in the top bar. To set a person's permissions in another branch:
- Switch to that branch from the top bar — see Switch branch.
- Open the person again and set their Permissions there.
- Press Save.
So a manager can see every order in the main branch and only their own in the second one.
What they see
- Signed in to a branch, a person sees only that branch's orders, accounts and records. A record filed under a branch they're not in never opens for them, whatever their permissions.
- They switch between their branches from the top bar.
- Administrators work in every branch and hold every permission in each.
Who may move people between branches
An administrator can put anyone in any branch. Someone who manages employees can only add or take away branches they work in themselves.
If something goes wrong
- A person has to be in at least one branch.
- Please choose at least one company
- You can only move people among the branches you work in.
Related guides
- Getting startedWork in another branchPick which branches you're looking at from the top bar, and what changes from branch to branch.
- Team & permissionsHow permissions workThe three layers that decide what a person sees and does — which orders, which parts of the office, which actions — and how a change reaches them.
- Team & permissionsWho sees which ordersYour own orders, unassigned ones, everyone's — the two switches that decide which orders a person can find and open, and the exceptions.
- SettingsBranchesSee every location of your company, edit a branch's details, add a new branch and choose how its settings start, and copy chosen settings between branches.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.