Let someone look after one branch only
A branch secretary should see their own members, not everybody's.
- Open People in your organization's menu. Tap the three dots beside the person.
- Choose What they work for, then pick the branch, for example Manchester.
- Tap Save. Their name now shows Manchester only.
From then on they see and change only the members of that branch, and of any branches under it. A member they add belongs to their branch.
Inviting someone new? Choose the branch under Works for on the invitation. It counts from the moment they accept.
Someone who works for one branch can use Members, Renewals, Member families, Branches, and their branch's Meetings, Events, Committees, Noticeboard, Projects, Assets, Messages to members, Finance (money in and out) and the Reports of their branch. Parts that cover the whole organization, like settings and Professional accounting, stay closed to them, even if their role allows them.
Admins always work for the whole organization. To give the whole organization back to someone, choose The whole organization.
Try it with your own organization
Free for up to 100 members, for as long as you like. No card, no sales call.