It is possible to allow service user records to have additional branches and areas. Firstly, you'll need to get this function enabled. To do this, please raise a case with support here.
Please include the following:
Title of this article
If you cannot see employees under the new area you have created, follow these steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user record.
Under QuickLinks , click Branches & Areas.
Select Additional Branches & Areas, select the plus and add in the other branch & area.
Select Save.
Once the function is enabled, please follow these steps on how to add these additional branches & areas.
Click Service User, then click Service User.
Select Find, then select the relevant service user record.
Under QuickLinks, click Branches & Areas.
Select Additional Branches & Areas, select the plus icon and add in the other branch & area.
Select Save.
This record is now enabled to be allocated to additional branches & areas.