How to Set Up Branches for Multiple Offices
Go to Settings → Branches, add each office, then assign managers and agents to a branch in Users — branch managers see only their branch, while admins can switch between branches from the sidebar.
Every account starts with a Head Office. On the Enterprise plan you can run 2 branches; larger networks get more on a Custom plan.
Who sees what
- Admins (owners) see every branch, and can narrow the whole app to one branch from the sidebar.
- Branch managers see only their branch’s students, tasks, deadlines, reports and staff.
- Agents keep seeing only the students assigned to them.
- Your university directory, intakes, automations and billing are shared across branches.
A branch can only be deactivated once its students have been moved to another branch, so no file is ever orphaned.
Frequently asked questions
How many branches can I have?
Starter and Professional include one office. Enterprise includes 2 branches. For 3 or more, contact us for a Custom plan.
Can a student move between branches?
Yes. Admins can move a student to another branch from the student profile; staff at the old branch lose access.