Access Management

Assign Branch

Link users to branches for streamlined operations and access control. The Assign Branch section enables Admins to link users to established branches.

Admin ControlBranch LinkingOrganizational

Assignment Process

Linking users to the organizational structure.

Admin-Managed Linking

Assign users created in the Users section to branches established in the Branches section. This process is exclusively managed by Admins.

Secure Centralized Efficient

Assignment Features

Key capabilities of the assignment system.

Branch Creation

Create branches before assigning users, as outlined in the branches section, to establish the organizational structure within Cartify.

E.g., An Admin creates a new branch for a retail store in New York before assigning users to it.

User Assignment

Assign admin users or product operators to branches to manage products, AI functionalities, and critical operations.

E.g., An Admin assigns a product operator to the main branch to oversee inventory updates.

Main Branch Integrity

The main branch, auto-created upon subscription, must remain unedited to preserve system stability and integrity.

E.g., The main branch is left unchanged, with only Admins assigned to manage its core operations.

Assignment Rules

Guidelines for assigning users to branches.

Branches must be created as described in the Branches section before users can be assigned to them.

The main branch, automatically created upon subscribing to Cartify, should remain unedited to ensure system integrity.

Admin users or product operators must be assigned to the main branch to manage products, AI functionalities, and other critical operations.

User registration and branch assignment processes are detailed in the Users section.

Only Admin users have the authority to assign users to branches, ensuring secure and controlled access management.

Assignment Access

Role-based permissions for branch assignment.

Role Permissions

3 roles configured

Admin
Can Assign
Scope
Can assign users to any branch
Product Operator
Can Assign
Scope
Cannot assign users
Branch Manager
Can Assign
Scope
Cannot assign users

Only Admins can assign users to branches, ensuring secure and efficient management of Cartify's operational structure.

What's Next?

In the next section, we will cover how to assign roles to users, defining their permissions and access levels within the system.

Video Guide

Assign Branch

Learn how to assign users to branches in Cartify. Each user must be assigned to one branch for targeted communication. The 'All Branches' option is a special setting for admins not tied to a specific location.

Duration

01:03

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