Branches and departments: organise your team
Represent your agency structure in the CRM and assign employees correctly.
Represent your agency structure in the CRM and assign employees correctly.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Management → Branches and departments
Branches and departments
Step-by-step instructions
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Create a branch and, if needed, a department within it. Then assign the branch in each employee’s record. Creating a branch does not itself grant additional user permissions.
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Select a permission profile in the user record to populate permissions and categories. Review them before saving; manual changes may make the user’s permissions differ from the profile.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
