Manually Create Site Branches

Manually Create Site Branches

OVERVIEW

Branches are site wide groups that can be created manually by users with the Site Admin role.

Branches = Segments (Depending on your site preferences)

MANUALLY CREATE SITE BRANCHES 


Step 1: Click on "Site admin", followed by "User Management", and then "Manage branches/Segments."






Step 2: Click on (1) "Add new branch", enter your branch (2) Name, optional (3) Branch ID, optional (4) Description, then (5) "Save changes."
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Note: Branch ID is required to bulk add users to branches.

Step 3: After saving, your site branches will be listed in the Site branches tab. 



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