Configuration mode > Company > Working with branches

Working with branches

Creating a branch or branch group
  1. To create a new branch or branch group, click the New branch icon (2) or the New branch group icon (1).
  2. Specify the name of the branch or group, and then click OK.
    The new branch or group is displayed.
Editing the name of a branch or branch group
  1. To edit the name of a branch or branch group that has been created, select the branch or group in the window of the control.
  2. Click the Edit icon (3).
  3. Enter a new name for the branch or group, and then click OK.
Organizing branches in groups

Branches can be organized into branch groups to facilitate navigation. The branch groups are displayed as folders in the Company control as tree views (archive tree, LPR tree etc.).

  1. To move a branch into a branch group, select a branch and drag the branch on the branch group.
  2. To remove a branch from a branch group, select the branch and drag it on the company name.
Deleting a branch or branch group

To delete a branch or branch group, you first have to delete all of the objects assigned to it.

  1. To delete a branch or group, select the branch or group and click the Delete icon (5).
  2. Click OK to confirm.
    The branch or group is deleted.

The top-level branch (company) cannot be deleted.

Moving objects between branches

Moving objects between branches requires administrator rights for the main branch. Administrators of branches do not have access to the main branch ("company").

  1. To move an object (entity) between the main branch ("company") and a sub-branch, select the main branch.
  2. Select the object in the administration control.
  3. Drag and drop the selected object into the branch.Moving objects between branches may cause inconsistent references.
  4. To display all of the objects and branches, click the Site map icon (4).
  5. Select Consistency check to display any inconsistencies. For "legal" and "illegal" references, see Relationship between the main branch and its sub-branches.