Branches

What it is#

A branch is a physical location the company works from: an office, a site, a regional desk. Each has a name, an optional code, an address, contact details, a country and city, an active/inactive status, and can be marked as headquarters. Members can be filed under a branch from their row on Members.

How to get there#

Admin → Organization → Branches. The console needs the ADMIN role. Reading the branch list is project.view; creating, editing and deleting a branch need project.plan and the ADMIN role.

How to use it#

Create a branch#

1. Press New branch.
2. The icon at the top of the form starts as the company's own mark. Leave it alone and the branch inherits the workspace mark; upload one to give this branch its own.
3. Branch name is required. Code is an optional short label, e.g. HQ-NYC-01.
4. Full address is free text.
5. Country is a searchable picker grouped by region; it is stored as an ISO code, not as whatever was typed. City is a combobox that offers the cities for the country you chose, and accepts anything else you type.
6. Phone formats itself for the branch's country, falling back to the workspace's country when none is set. Email is a plain address.
7. Status is Active or Inactive. Mark as HQ is a toggle.
8. Save.

Read a branch#

1. Click a card in the left column. The detail pane shows the breadcrumb, the mark, the HQ badge and status, the code, a member count, and the address, city, phone and email that were filled in.
2. The search box above the list matches on name, city and code.

Edit or delete#

1. Edit in the detail header reopens the same form with the current values.
2. Delete asks first — *"Its departments and people stay in the workspace."* — and then offers an Undo on the toast.

Switch company#

If your account belongs to more than one company, the picker in the header chooses which company's branches you are looking at. It only ever lists companies you are a member of.

What it affects#

• Members. A branch set on somebody's row shows as a chip on the members list, beside their department.
• Nothing else is scoped by branch. Departments are company-level and are shared across every branch — the detail pane says so and links across.
• An inactive branch is not deleted. It stays in the list, drawn dimmed with an Inactive badge, and its people keep working.
• The branch mark falls back rather than being copied. A branch with no mark of its own renders the company's, live — so replacing the workspace logo updates every inheriting branch instead of leaving today's brand frozen into each row.

On mobile#

This screen is web only.

Limits and gotchas#

• Two live branches in the same company cannot share a name. The second attempt is refused by name rather than creating a twin, which also absorbs a double-submit.
• HQ is not exclusive. Marking a second branch as headquarters does not un-mark the first; nothing enforces one.
• Deleting is a soft delete with an undo offer on the toast. Once the toast has gone the branch is out of the list and its people simply have no branch.
• The company picker is scoped by membership. Being an admin of one company gives no authority over another, so an id from a company you do not belong to is refused.
• The city list is a convenience, not a controlled vocabulary — anything you type is accepted.

Related#

• Departments — company-level, and not scoped to a branch.
• Company — the name and mark a branch inherits.
• Members — where a person is filed under a branch.
• Settings — the workspace country the phone field falls back to.