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Limit user access via branch and area

In this article we explain how to limit access for users via branch and area.

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Written by Lucy Robbie
Updated over a week ago

Individual profile

If you need to limit the access for a user, this can be done by following these steps.

  1. Click Settings, then click Other.

  2. Click Profile & Users, then click Users.

  3. Click into the users account.

  4. From the Quicklinks, select Branch & Area.

  5. Click the plus button to add the branch and area.

  6. Click save.


Branch and area profile

You can also create a branch and area profile to do this. Follow these steps.

  1. Click Settings, then click Other.

  2. Click Profile & Users, then click Branch & Area.

  3. Create or edit the branch and area's you want them to have access to.

  4. Click save.

You'll then need to apply the branch and area to the user, to do this follow these steps.

  1. Click Settings, then click Other.

  2. Click Profile & Users, then click Users.

  3. Click User, then select the relevant user.

  4. Click the Profile Details tab.

  5. From the branch and area dropdown, select the new branch and area you have created.

  6. Click save.

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