You can add new branches and areas that your service users and employees are linked to their respective locations.
For example, if you have two locations, A and B, set them up as branches. Each branch can have different areas. For instance, link employees to Branch A, Area 1, so they visit service users in the same area.
⚠️ Important: Terminology may vary depending on your Access Care Rostering setup.
Add a new Branch
To add a new branch, follow these simple steps.
Click Settings, then click Other.
Click Company, then from the QuickLinks, click Branches.
Click the plus button and enter the branch name in the description.
Fill in the address details, contact numbers, and time zone.
Click save.
Add a new Area
Once you’ve added your new branch, you can set up a new area.
Click Areas, then click the plus button.
In the Description box, name your area.
Enter the external ID, if needed, along with the order in which the area displays.
Click save.
Assign additional information
Now that you’ve set up your new branch and area, you'll need to add additional information, such as pay rate sheets, invoice pay runs and travel sheets.
The additional information is in the branch's filters menu. If you’re not already in your new branch, you can get there by following these steps.
Click Settings, then click Other.
Click Company, then click Branches.
Select the Branch, then from the filters menu, select the relevant options.
Select the relevant checkboxes you want to be visible to this branch.
🤓Tip: If all items are needed for the branch, don't select any items.
Assign the Branch to Users
Now that you’ve set everything up, you can assign the branch to your users if you limit them to branches. If they’re not limited, you can skip this section.
Click Settings, then click Other.
Click Profiles & Users, then click Users.
Select the relevant user, and from the QuickLinks, click Branches & Areas.
Click the plus button and select your new branch from the branch dropdown.
From the area dropdown, select your new area.
Click save, then click the back arrow to the Authorised User screen.
Click the Profile Details tab and check that the Branches & Areas dropdown is blank.
Branches & Areas isn't blank
If your Branches & Areas isn't blank, you'll need an additional setting.
Click Other, then click Profiles & Users.
Click Branches & Areas, then next to the branch, click the arrow button.
Click Branches & Areas, then next to your new branch, select the checkbox.
Click save.