Once you've invited team members to your organization and created your branches, the next step is connecting the two. Assigning members to specific branches controls what they can see and do across your locations.
Who can do this? Only organization Admins can assign, reassign, or remove members from branches.
Why branch assignments matter
Branch assignments determine what each team member has access to. When a member is assigned to a branch, they will only see posts, content requests, and other activity related to that branch. This keeps things focused — a regional manager only sees what is relevant to their locations, and a local contributor only sees their own branch.
Admins and Editors automatically have access to all branches without needing individual assignments. Assignments are specifically for Members and Agency Partners who should only work within certain branches.
Branch-level roles
When you assign someone to a branch, you choose one of two roles:
Manager — Can create and edit posts for the branch. Managers can also manage content within that branch.
Contributor — Can create posts for the branch but cannot edit other people's posts.
These roles are separate from the member's organization-level role. A person might be a "Member" at the org level but a "Manager" on a specific branch.
How to assign a member to a branch
Open your organization Settings.
Navigate to the Branch Access tab.
Click the Assign to Branch button in the top-right corner.
In the dialog that appears, select a User from the dropdown.
Select the Branch you want to assign them to.
Choose a Role (Manager or Contributor).
Click Assign.
The member will now appear in the list with a badge showing the branch name and their role on that branch.
Viewing current assignments
The Branch Access tab displays all organization members in a list. Under each member, you will see:
Their organization role (e.g., Admin, Editor, Member) shown as a badge next to their name.
The branches they are assigned to, displayed as labeled badges with the branch name and role.
If the member is an Admin or Editor, a note indicating they have access to all branches.
If the member has no assignments and is not an Admin or Editor, a note indicating they are not assigned to any branches.
Removing a member from a branch
Go to Settings > Branch Access.
Find the member whose assignment you want to remove.
Click the X icon on the branch badge you want to remove.
The member will immediately lose access to that branch's posts and content.
Inviting new members from Branch Access
If you need to add someone who is not yet part of your organization, you can invite them directly from this screen.
Click the Invite New Member button at the top of the Branch Access tab.
Fill in the invitation details.
Once they accept the invitation and join the organization, return to Branch Access to assign them to the appropriate branches.
Things to keep in mind
A member can be assigned to multiple branches, each with its own role. For example, someone could be a Manager on one branch and a Contributor on another.
A member cannot be assigned to the same branch twice. If you need to change their role on a branch, remove the current assignment and create a new one with the updated role.
Removing an assignment does not remove the member from your organization. It only removes their access to that specific branch.
Members who are not assigned to any branch (and are not Admins or Editors) will have a very limited view — they will only see posts they personally created.
Branch assignments take effect immediately. There is no need to save or confirm separately.