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Team & permissions / Help guide

Create and manage branches

Organize Enterprise teams and records into branch-scoped workspaces.

1 min readPublished 18 October 2026

Set up a branch

Open Branches in an eligible Enterprise web workspace.
Create a branch and assign staff and customers to the right branch.
Review active work before transferring a member or deactivating a branch.
Use branch filters to check the records you are authorized to see.

A branch is an access and reporting boundary, not a geographic fence for a driver’s journey.
Deactivating a branch stops assigned staff from starting new work until they are moved; historical records remain.

Keep exploring

Browse the help center

Invite agents, managers, and drivers

Add people to an organization with the correct role, branch, and capacity.

Resend, revoke, or correct a pending invitation

Manage an invite before the recipient accepts it.

Understand organization roles and permissions

Give team members only the actions their work requires.