Branch Settings

A Branch setting limits visibility of users over certain customers

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

When a user is assigned to a branch they can only view information about the companies/contacts within that branch

**Please note: If branches are applied to users then customers that are not assigned to a branch will not be available to the user

Users can be assigned to multiple branches or leave it blank if you wish the user to have visibility over all companies within your database. 

If you are an administrator you can set up branches to assign customers and your team members to:

Now you can assign users to the various branches via manage users

The details tab will reveal the branch details of the client

To assign customers to branches in bulk you simply download the bulk data file, update the branch column and upload it back into Exsalerate

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