Quick start

Add branches (organisational units)

  • The branch functionality will be useful to you if you work in a medium or large organisation. It will allow you to group users together (e.g. Kraków branch, Warsaw branch, Gdańsk branch) and to grant managers ‘slice’ access to users from a particular branch. If your organisation is small and does not have an extensive structure, you can skip this step.
  • To add a new branch, go to the Branches functionality in the main menu on the left. Click on the Add button.
  • Obligatorily enter the name of the branch (e.g. Head Office - Warsaw). Optionally, fill in your contact details and e-mail address. We particularly recommend that you complete this last piece of information. It is to the e-mail address provided here that system messages will be sent to users who do not have their own e-mail address (e.g. production staff). Confirm your changes and click on the button in the bottom right-hand corner Save. There you have it! From now on, when adding new users, you can assign them to a particular branch.
Share document

Add branches (organisational units)

or copy link

CONTENT
en_GBEnglish