Branches

Article author
Fiona Lawrence
  • Updated

To facilitate management of large numbers of properties, we offer the Branches extension. By allocating your properties and assigning staff and/or groups to branches, most pages on Uptick automatically filter the resulting lists accordingly.

To see any of these options, you must have the branches extension installed.

How to define branches

To make a new branch, you need to go to the top bar navigation "Tools > Site Configuration > Branches" and click "Create branch".

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This will take you to a page to define your branch's name. You can then go into the individual staff and allocate them to a branch. 

Users and groups can have access to multiple branches, however a property belongs to only one branch.

How to link users to branches

It is also possible to bulk add users to branches via that accounts list.

In the top bar navigation, go to "People > Accounts" and select the users you want to modify the branches for. Click the "Edit X Users" button and select the branch you want to add or remove in the "Add to Branches"/"Remove from Branches" drop downs, then click "Apply Changes".

How to link a property to a branch

In the top bar navigation, go to "Properties > Properties" and check the properties you want to update the branch on. Click "Edit X Properties" and select the new branch from the "Branch" dropdown. Click "Apply Changes".

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Outcome

The following lists will be automatically filtered by the user's (and their groups') assigned branches:

  • Properties
  • Clients
  • Service Contracts
  • Assets
  • Tasks
  • Invoices

For example, on the property list:

Screen_Shot_2019-08-19_at_3.19.54_pm.png

This filter can be removed manually by clicking on the  symbol next to the filter.

Note: These filters will not be seen or applied for Clients and Technicians

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