Branch Assignments

Branch Assignments Overview

Every team member in Fixmo is assigned to a branch. This assignment controls which data the member can see and work with, including repairs, inventory, sales, and customers. Admins are the exception — they have access to all branches and their assignment is displayed as 'All Branches' on the Team page.

Setting the Initial Branch

Branch assignment happens when a team member is first invited or created. During the invite process, you select a branch from the dropdown. This becomes the member's assigned branch once they accept the invitation and create their account.

1. 1Open the Team page from the sidebar.
2. 2Click the 'Invite' button.
3. 3Enter the member's email and select their role.
4. 4Select the branch from the branch dropdown.
5. 5Send the invite. The branch is locked in when the member accepts.

How to Reassign a Member to a Different Branch

Only Admins can change a team member's branch assignment after the initial setup. This is done from the Team page using the member actions dropdown.

1. 1Open the Team page from the sidebar.
2. 2Find the team member you want to reassign.
3. 3Click the actions dropdown (three-dot menu) on the member's row.
4. 4Select 'Change Branch' from the dropdown menu.
5. 5Choose the new branch from the list of available branches.
6. 6Confirm the change. The member's data scope updates immediately.

Manager Scope for Branch Management

Managers can only see and manage team members who belong to their own branch. They cannot view members from other branches, nor can they reassign anyone to a different branch. Branch reassignment is exclusively an Admin action.

How Branch Assignment Affects Data Access

A team member's branch assignment directly controls which data they see across Fixmo. When a member is reassigned to a new branch, their visible data changes immediately to reflect the new branch.

• Repairs — members see only repairs created at or assigned to their branch
• Inventory — members see inventory items stocked at their branch location
• Sales — members see sales transactions processed at their branch
• Customers — members see customers associated with their branch
• Dashboard — stats and metrics reflect the member's assigned branch only
• Reports — data in reports is filtered to the member's branch