🛠️ Creating and Managing a Branch
Association space administrators can:
Create one or more local branches
Edit details of an existing branch
Assign members to a specific branch
📌 This helps structure your field presence and better distribute roles and actions based on location.
📍 Linking a initiative to a branch
When creating an initiative, you’ll see a field called “Branch” in the form.
This field is auto-filled with the branch of the person creating the initiative
It can be edited if the initiative is for another branch
👉 This makes it easy to organize your field activities and quickly find initiatives by branch.
👀 What Members See (and Can Do)
🔍 Filters by Branch
By default, lists of initiatives, volunteers, and applications are filtered by the logged-in user’s branch.
However, users can switch the filter to view data from other branches if needed.
📤 Data Export
Members can only export data related to their own branch
Administrators can select one or more branches when exporting data
⚙️ Changing Your Own Branch
Each user can edit their assigned branch directly in their account settings.
💡 Good to know
Using branches is optional – you can operate without them.
Using branches smartly makes data exports easier and helps distribute roles more efficiently.