FixedFixed: an invoice would not take payment again after a payment was deleted

Branch Assignments

3 min read

Published April 12, 2026

Updated July 27, 2026

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

Note

Managers can only invite members to their own branch. The branch dropdown is automatically set and cannot be changed when a Manager is sending the invite.

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. The change applies immediately without the member logging out, and Fixmo notifies them that their branch changed.

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

Warning

Reassigning a member to a new branch changes their data view immediately. Ensure the member is aware of the change so they are not confused by the updated data scope.

Frequently asked questions

Branch assignment is set during the invite or direct create process. When inviting a new member, select their branch from the branch dropdown. Admins can assign members to any branch. Managers can only assign to their own branch.

Only Admins can reassign team members to a different branch. Go to the Team page, click the actions dropdown on the member you want to move, select 'Change Branch', and choose the new branch from the list.

A member's branch assignment determines which repairs, inventory items, sales, and customers they can see and interact with. Managers and below only see data from their assigned branch. Admins see all data across all branches regardless of assignment.

No. Each team member is assigned to exactly one branch at a time. The exception is the Admin role, which displays as 'All Branches' since Admins have access to data across every branch regardless of assignment.