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Branches

Branches are the physical locations or business units of the organization. A branch groups users and is used to filter by location.

Manage branches

  1. Open Administration → Branches.
  2. Choose New, or select a branch to edit.
  3. Fill in the fields below.
  4. Save.

Fields

Field Required Notes
Code Yes Unique across branches; identifies the branch in imports and filters
Name Yes What users see in lists and filters
Description No Free text
Address, City No Postal address
Phone, Email No Contact details for the branch
Country No Chosen from the ISO country list
Subdivision No The country's states or provinces; the list depends on the country
Status Yes Active or Inactive

The subdivision list is not free text: it comes from the country's ISO subdivisions, so you must pick a country before picking a subdivision.

Deactivate or delete

  • Inactive hides the branch from the selection lists without touching the users assigned to it. Existing users keep their branch.
  • Delete removes the branch. Users assigned to it stay, but their branch becomes empty, because the assignment is cleared rather than cascaded.

Before deleting, check the user list filtered by that branch: an empty branch is usually the safe one to remove.

Permissions

Permission Allows
sucursal:ver See the branch list and its values in filters
sucursal:crear Create a branch
sucursal:editar Edit a branch
sucursal:eliminar Delete a branch

Permissions are granted through roles in the BPM administration; see Permission model.