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Assign a contact to a branch
Last Updated: 09/24/2026

Assign a contact to the branch where they work. The assignment associates the contact with that location and its address.

Steps

  1. Open Company > Branches and select the branch.
  2. Open the Contacts page.
  3. Find the contact in the contact search field.
  4. Select Assign.
  5. Confirm the contact now appears in the branch's list.

Tips

  • Assignment does not give the contact permission to manage the branch's employees. Set that on the branch's Security page.
  • You can also set a contact's branch on the contact's Contact page.

Do you need more information?

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