Administration

Branch Management

Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.

Company Super AdminOffice AdminBranch ManagerSupervisorAssigned department teams

What it is designed to manage

  • Branch directory and company-to-branch structure
  • Branch Manager and Supervisor assignments with explicit responsibilities
  • Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspaces
  • Sales teams, order bookers and assigned riders connected to their branch
  • Branch-level workflow visibility and authorized exception escalation
  • Company-wide oversight only for users assigned the relevant cross-branch rights
FieldPro Branch Management
A branch is an operational workspace, not unrestricted access to every department. Salary, financial approvals, stock and cross-branch visibility follow explicitly assigned rights. Supervisor duties can vary by company.

Related role applications.

Each person only sees the modules and records their role allows.

A practical view of the process

How the work moves.

01

Define the company and its branches

02

Assign the Branch Manager, supervisors and department teams

03

Set record visibility and approval rights for each branch

04

Follow orders, stock, dispatch and delivery within the assigned scope

05

Escalate exceptions and review authorized branch summaries

Information coming in

  • Company and branch structure
  • Employee and department assignments
  • Configured access and approval policies
  • Branch orders, stock and delivery records

Records & handoffs coming out

  • Branch workspace and responsibility map
  • Department handoffs with branch context
  • Authorized branch summaries and exception queues
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