You can easily add or remove team members associated with an office branch.
This helps you keep your branch assignments organized and up-to-date.
How to Add Team Members to an Office Branch
-
Navigate to the Office Branch you want to manage.
-
Under the Team Members section, click Add Members.
-
A list of available team members will appear.
-
Select the team members you want to attach to this branch.
-
Click Confirm.
✅ Only Active team members can be added to an office branch.
❌ Terminated team members will not appear in the selection list.
How to Remove Team Members from an Office Branch
-
Find the team member listed under the branch's Team Members section.
-
Click Remove next to their name.
Heads Up:
Removing a team member from a branch does not terminate their employment status and does not delete the team member from your account.
It simply unlinks them from that particular office branch.
Common Scenarios:
-
Office Relocations: Move team members to a new branch if their work location changes.
-
Departures: Remove team members from a branch if they leave or no longer need to be associated with it.
-
Reassignments: Manage active employees across multiple offices if necessary (branch assignment is flexible and can be updated anytime).