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Assisterp Help Center

Branch offices

Firm owners and administrators use Branches to set up separate office locations, regional divisions, or distinct operating entities inside one Assisterp workspace.

If Branches is hidden, see Permissions and Visibility.

Add a branch

Section titled “Add a branch”
  1. Open Settings > Organization > Branches.
  2. Select Add (the plus icon).
  3. Enter the Branch Name. This is the only required field.
  4. Enter the branch email address, phone number, and website.
  5. Select the Branch Admin — the employee who will run this branch.
  6. Select that person’s Designation and their Role And Permission for the branch.
  7. Add a Description if it helps your team tell branches apart.
  8. Select Add.

Assisterp assigns the branch a Branch Code you will see on the branch record.

Review a branch

Section titled “Review a branch”

Select a branch to open its record. The summary shows the Branch Code, Name, Email, Phone Number, Website URL, Description, and the branch admin’s Designation, alongside the employees assigned to that branch.

Use Edit on this page to change branch details, and Delete to remove a branch that is no longer in use.

Branch-level settings

Section titled “Branch-level settings”

A branch carries its own copy of several firm settings, so a second office can run on different hours or different formatting without affecting the first. Branch settings cover:

  • Profile and Address for the branch’s own identity details.
  • Working Hours for the hours that branch operates.
  • Display Settings for Date Format, Time Format, Week Start Day, Currency Code, Currency Symbol, Currency Symbol Position, Decimal Separator, and Number of Decimal Places.
  • Branding & Logo for the logo and colours used on that branch’s documents.
  • Payment Gateway and reminder settings for the branch.

A branch also has its own attendance module switch, so attendance can be on for one branch and off for another.

Section titled “Related”