Omnia Admin: Branches | Scribe

    Omnia Admin: Branches

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      **This document applies to the following user roles within Omnia**: - **Account Administrator** - **Partner Administrator**

      Accessing Branches

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      **Navigate to Branches:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Branches**.
      **Navigate to Branches:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Account** tab to expand it, then select **Branches**.

      Adding a New Branch

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      **Add a New Branch:** - Click **Add New**.
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      **Enter Branch Details**: - **Name**: Provide a name for the branch by clicking the **Name** field and entering the branch name.
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      **Save the Branch**: - Click **Create** to create the new branch. - Click **Yes** to confirm.
      **Save the Branch**: - Click **Create** to create the new branch. - Click **Yes** to confirm.

      Editing Branches

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      **Edit Branch Details**: - Click on the branch you want to edit or click the **Edit** button next to it. - Make your edits. - Click **Save**. - Click **Yes** to confirm and save your changes.
      **Edit Branch Details**: - Click on the branch you want to edit or click the **Edit** button next to it. - Make your edits. - Click **Save**. - Click **Yes** to confirm and save your changes.

      Deleting a Branch

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      **Delete a Branch**: - Click the **Delete** button next to the Branch. - **Warning Message**: If the branch is assigned, a message will appear stating, "Any entities assigned to this branch will be reassigned to your Default Branch. Continue?" - **Confirm Deletion**: Click **Yes** to proceed.
      **Delete a Branch**: - Click the **Delete** button next to the Branch. - **Warning Message**: If the branch is assigned, a message will appear stating, "Any entities assigned to this branch will be reassigned to your Default Branch. Continue?" - **Confirm Deletion**: Click **Yes** to proceed.

      Search, Sort, and Export

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      **Search for a Branch**: - Use the **Search Bar** to quickly find specific items by typing the name or a keyword in the search field. - The system will filter the list based on your search input, displaying the relevant results.
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      **Sort Branches:** - Click the **sort icons** next to the column headers to arrange items in ascending or descending order.
      **Sort Branches:** - Click the **sort icons** next to the column headers to arrange items in ascending or descending order.
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      **Export Branch Details:** - Click the **Export** button next to the search field. - The system will download a list of the items in CSV format.
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      **Related Documents**: 1. [**Omnia Admin Portal User Guide**](https://scribehow.com/page/Omnia_Admin_Portal_User_Guide__wR-8tvX-TumKH7hgN-nEHw?referrer=documents)**:** Essential steps for navigating and using the Omnia Admin platform. 2. [**Omnia Admin Reports User Guide**](https://scribehow.com/page/Omnia_Admin_Reports_User_Guide__SBv2WAWDROSz4ohbF5e4KA?referrer=documents)**:** This guide helps you navigate and use the reporting features in Omnia. 3. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 4. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents)**:** Key steps for navigating and using the VOXO Mobile app.