Find branch records
Open the branch list and understand which actions your access permits.
All topics
Topics
Use Branches to find the branches recorded for your company.
- Open Branches and review the list.
- Open the relevant branch to inspect its details.
- To start a new record, use Create Branch if your role permits it.
The create and detail screens are separate from the list. Opening either does not save a branch. Create and Save actions require their corresponding access; reviewing a branch is not an instruction to change its assignments or delete it.