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HomeHelp CenterPer-branch roles & permissions
Multi-Branch & Companies
3 min read
Updated July 18, 2026

Per-branch roles & permissions

Assign different access levels to users for each branch — so employees only see the locations they work with.

1

Go to Settings → User Roles → Branch Access.

2

Select the user and enable access to the required branches.

3

Save permissions and verify that the user can only switch to allowed branches.

💡

Tip: Use branch-based access to protect sensitive financial data and reduce accidental entries in the wrong location.

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