How to assign branches to users

We’ve learned how to add a branch, but what happens when we want to assign specific branches to users on the WebCargo platform? Find out how to do this by reading on below.

To assign a branch, first open the side menu. Then click on User management.

Then click on Local users and select Local users from the dropdown.

Next once the list of users loads, find the user you want to assign a branch to, and click on the pencil symbol under the Actions column. This will open the user settings for this particular user.

Once on the user details page, you can edit many things, including which branch is assigned to the user. This can be found under the General information tab.

Select which branch you want to be attributed to this user by selecting it from the dropdown, and then click Save.

Important: If you apply a branch to a specific user, this user will only be able to see quotes that are generated for their own branch e.g, if a user is assigned to the branch New York, then this user will only see quotations issued by themselves or other users located in the New York branch. 

If the user already has quotes created, and you decide to implement specific branches, the system will ask whether or not to assign existing quotes by this user to the relevant branch. Simply select OK, and all quotes created previously by this user will be associated to the corresponding branch.

Great work! You’re making great progress with branches. Find out how to manage user access with branches here.

Not able to access branches? Contact a member of our team now by clicking on the chat bubble in the bottom right hand corner of the screen. We’ll talk you through how you can get these on your account.

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