Manage branches

Before you start

• Settings access and verified Business Account, branch, user, or configuration details
• Confirm whether the change is personal, Business Account-wide, or branch-specific before saving

Steps

1. Open the Branches section from Settings and search the existing list before creating another branch.
2. Choose create or open a branch drawer, then enter identity, address, operating hours, and operational fields shown for that branch.
3. Review capabilities and other branch tabs separately; a tab can require stronger access than the branch list.
4. Save once and reopen the branch to confirm its status; use the supported close or deactivate action only after reviewing its operational impact.

Expected result

The created or edited branch reopens with its saved identity, address, operating hours, operational settings, capabilities, and status. Close or deactivation shows an explicit result and does not silently remove the branch from historical records.

Permissions

• The Branches destination requires branches.read; create, edit, capability, close, and deactivate actions require their own branch administration permissions.

Troubleshooting

A branch cannot be created or saved.

Correct the displayed identity, address, hours, operational, or duplicate validation and submit once. Search the branch list before creating another record.

Close, deactivate, or capability status is unclear.

Reopen the same branch and inspect status, capabilities, and operational use before retrying. Stop when active work or authorization is uncertain; report the branch reference, action, status, and time.

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Open in TajerGo

Sign in with the appropriate role and confirm your Business Account and branch before continuing.

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