====== Access to Branch Management ======

In the branch management dashboard, there is the **Access** section where you can:

  * Grant access for branch administration and viewing to previously created Cloud PBX users.
  * Create administrators and managers from scratch.
  * Edit current access settings.


To open this section, click **Access** in the branch management dashboard's sidebar. You will see the current access settings for PBX users.

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===== Levels of Access to Branch Management =====

A Cloud PBX user must have one of three access levels to manage branches. Below is the detailed explanation of the capabilities of each level.

**Chief administrator** can:
  * Access the branch management dashboard.
  * Create and delete branches or edit their settings.
  * Assign and remove branch administrators and managers.
  * View the action history for all branches.
  * Distribute numbers among branches.

**Branch administrator** can:
  * View and edit settings in branch domains without access to the branch management dashboard.
  * Switch between branches using the dropdown list in the sidebar.

**Branch manager** can:
  * View settings in branch domains without the ability to edit them and without access to the branch management dashboard.
  * Switch between branches in the same way as a branch administrator.

===== Adding a Chief Administrator or Branch Administrator =====

====If an Employee Has a PBX Username====

**1**. In the **Access** section, click the **Assign administrator** button.

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**2**. In the open window, select the employee, their role (branch administrator or chief administrator), and the branches they will manage.

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**3**. Click **Save**. The administrator can now manage branches within the assigned role.

====If an Employee Doesn’t Have a PBX Username====

**1**. In the **Access** section, click the **Add an administrator** button.

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**2**. In the open window, fill in the details for the new administrator.

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**3**. Click **Save**. The new administrator can now log in to the system with the provided username and password.

===== Adding a Branch Manager =====

**1**. In the **Access** section, go to the **Managers** tab.

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**2**. Similar to assigning or adding administrators, configure access for this role. After saving the settings, the branch manager will appear in the general access table under the **Managers** tab.

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===== Editing Access Settings for Branch Management =====

**1**. In the **Access** section, click the name of the employee whose access to branch management needs to be edited.

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**2**. A window will open to configure the user's access. Make the necessary changes and click the **Save** button.

If you need to revoke an employee's access to branch management, click **Delete administrator/manager access** at the bottom of the access settings page.

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Confirm the removal of access to branch administration or viewing.

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Access to view a branch where the selected employee is a manager can only be changed in the settings of that branch. If necessary, the employee's account can also only be deleted there.
===== Other Settings =====

  * For the overview of the branch management dashboard and its main features, refer to the **[[branch_system|Branch Management]]** article.
  * In the **[[branch_system_limits|Branches]]** section, you can view summarized data for all the company's PBX systems. Besides, you can create, configure, and delete branches.
  * In the **[[branch_system_numbers|Numbers]]** section, you can assign phone numbers to branches.