Visitdesk gives the user with ‘Host’ role, additional features like assigning primary and secondary branches. This has been enabled, keeping in mind, the need for a host to access more than a single branch.

Steps:

  • Go to Navigation pane->Settings->Business settings->Users
  • Select the user/the ‘Host’ to whom you want to assign multiple branches
  • Click on the edit icon (under operations) pertaining to the particular user
  • The user dialog box opens up
  • Now you can find a field ‘primary branch‘, where you can select the main branch of the Host.
  • Secondary branches‘ field remains optional. (You have the liberty to enter the secondary branches if needed; or to leave it as it is.)
  • Now select all the sub-branches for the particular Host
  • Click on UPDATE button
  • Hence multiple branches are assigned to the host

Note:

In order to assign multiple branches, you’ll have to ensure that the branches are already defined under the branch section. To know how to add a branch visit here

in Getting StartedProduct Overview
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