Branches & multi-branch setup

Create and manage multiple branches under one account.

Branches let one organization operate multiple locations or business units while sharing the same CRM. Users are assigned to one or more branches, and records can be scoped accordingly.

Create a branch

Open Settings.
Find the branch/business settings area and choose to create a branch.
Enter the branch name and details, then save.

Assign users to branches

When inviting or editing a user, select the branch(es) they belong to. A user only works within the branches assigned to them.

Branch selection is required when inviting users — see “Inviting your team”.

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