Roles and permissions can be granted to the store level for administrators or managers.
A role must first be created with permissions selected before store-level permissions may be granted. From there, you may now invite an administrator.
- Click the gear icon to access your organization settings.
- Click Roles & Permissions.
- Click the Invite Admin button under the Administrators section.
- Enter the administrator's email.
- Choose the role in the drop-down list.
- Choose locations for the administrator by clicking the box next to the location.
- If none are selected they will have access to all locations listed.
- Click Invite Admin.
- An invitation will then be sent to the email address entered. Once they have registered, they will move to an active status.
- Locations may be edited for an existing administrator by clicking the ellipses (•••) next to the administrator name and clicking edit.
Important to Note:
- The Roles & Permissions feature must be enabled for the above process to work.
- Your roster record must contain a location column to populate stores for each record.
Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.