Branch Management
Create and manage office branches, set headquarters, and assign users to the right location.
Last updated: July 2026
Accessing Branch Management
Open Settings from the left sidebar and select the Branches tab. All branches registered under your firm are listed here as cards. The headquarters branch is marked with a gold star badge.
Creating a New Branch
Click Add Branch at the top-right. The form contains the following fields:
- Branch Name (Arabic) — the official Arabic name used in Arabic-language documents and the interface.
- Branch Name (English) — the English name for bilingual output.
- Address — full street address including city.
- Phone — branch contact number (used on invoices and correspondence).
- Email — branch contact email address.
- Logo — upload a PNG or JPG image (recommended 200×200 px). This logo appears on invoices and printed documents generated from this branch.
Click Save Branch to confirm. The branch is now available in the Branch dropdown when creating or editing users.
Editing Branch Details
Click the pencil icon on any branch card to open the edit form. All fields can be updated at any time. Changes take effect immediately on all documents generated after saving.
Setting the Headquarters
To designate a branch as the main office, open the branch edit form and toggle the Set as Headquarters switch. Only one branch can be the headquarters at a time — setting a new one automatically removes the designation from the previous headquarters.
Assigning Users to Branches
Users are assigned to branches when you create or edit their accounts in Settings → Users. There is no bulk-reassignment tool — each user must be updated individually. Users can only see data associated with their assigned branch unless their role grants firm-wide access.
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