Support Center

In a company with branches, each branch has its own list of contacts allowed to manage its records. This is separate from branch assignment: a contact can be assigned to one branch and still need access to others, or none.

Steps

1. Open Company > Branches and select the branch.
2. Open the Security page.
3. Under System Access, select the contacts who may manage this branch and clear any who should not.
4. Select Update.
5. Ask the contact to confirm they see the expected records.

Tips

• Branch access works together with the contact's security roles. See Set up contact security and access.
• A branch appearing in a list does not mean every contact can manage its records.