Support Center

Branches let a company with several locations or terminals manage employees by location. Each branch has its own address and phone numbers, its own assigned employees and contacts, and its own list of contacts allowed to manage its records. Employees and contacts that are not assigned to a branch belong to the Headquarters branch, which is your main company office.

Branches are optional. Your company must first be set up as a company with branches; see Turn on branches for your company.

Set up branches

• How branches work in Med-Stop: what a branch is and how it affects access and reports.
• Turn on branches for your company: enable the Company With Branches setting.
• Create a company branch: use Company > New Branch.
• Find a company branch: search the list under Company > Branches.

Assign people

• Assign an employee to a branch and Review employees assigned to a branch.
• Assign a contact to a branch and Review contacts assigned to a branch.

Control access

• Control contact access to branches: a branch assignment and permission to manage a branch's records are separate settings. Review both.

Common questions

• How do I manage company branches?
• How do I add a company branch?
• How do I update or delete a branch?
• How do I set up branch-based company access?