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A branch is your main site: a plant, a store or a facility. If your company has plants or stores in different cities, each one is its own branch. For example, a retail chain might have a Chennai branch, a Bengaluru branch and a Coimbatore branch. Each branch has its own work orders, assets and other records, and each user is given access to the branches they work in. Inside a branch, you organise the site further with locations, zones and subzones.

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Switch branch

1

Open the branch selector

Click the branch name at the top of the left sidebar, just below your organisation name.
2

Pick a branch

Choose the branch you want, or type in Search branch to find it.
Everything you create, such as a work order or an asset, goes into the branch you are in. Check the branch name before you start.

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See all branches

Click your organisation name at the top left and choose All Branches. On Home, the Dashboard scope lets you look at one branch or all of them together.

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Give users access to branches

Choose a user’s branches in the Branch field when you create them, or in Branches when you invite them. See Users and roles.

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Organisation menu

Click your organisation name at the top of the sidebar for Plan & Billing, Settings, All Branches, Profile and Sign out.

Users and roles

Locations and zones