Actions Menu - Branch Settings

Overview

Updated 06/24/2021

 

The User Branch Settings allow for a user to select their default branch. Activating branches will give the user access to information (applicants, employees, assignments) specific to that branch. The left panel displays all branches available to the user, and the right panel displays all of the active branches.

 

 

Access User Branch Settings

User branch settings can be accessed from these locations:

• Start Page - Actions Menu
  
  

How to use User Branch Settings

User Branch Settings can be used two do two things:

Set default branch

There are two main ways to set a default branch:

• Select the desired branch from the drop-down and press the Set Default Branch Button.
  
  
• Right-click on a branch name and select Select "X" as Current Branch.

Removing and adding selected branches

There are multiple ways to add and remove selected branches:

• Double-clicking on the name of a branch/supplier will add/remove it and its children.
  
  
• Right click on a branch/supplier and it will give you the option to add/remove it and its children.
  
  
• Highlighting the branch you want to add/remove from the grid and clicking the Add or Remove button on the bottom of the window will add/remove the highlighted branch and its children.

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