Skip to main content

Branch Management

An organization has one or more branches. By default, there is the main branch (e.g. headquarter) for every organization. If your organization has more than one location, for every other physical location add a new branch so that you can see the results and insights at the organization level or per each branch. Also, you would be able to compare different branches' results.

Touchpoints will be added to the branches to collect feedback. [Note] You need admin access to create a branch.

Branch List​

  1. From Menu select Branch to see the list of branches for your organization.

    alt text

  2. By default there is at least one branch for your organization.

Add Branch​

  1. To add a branch click the Add (plus) blue sign.
  2. Add the Name of branch. [Note] This name will be displayed on the reports.
  3. Select the organization type from the list which is relevant to your organization. [Note] This will be used to show the questions from the question library which are related to your organization type.
  4. Select the sub-organization type from the list which is relevant to your organization.
  5. Click Next
  6. Add the address information of the branch. [Note] Timezone will be important for data collection and reporting.
  7. Click Submit to create this branch.

After the branch is created, in touchpoint creation you can choose the branch accordingly. [How to Create a Touchpoint?] (/docs/getting-started/branch-touchpoint-intro#how-to-create-a-touchpoint "How to create a touchpoint?")