Editing Branch Settings

Every branch in Rool has a set of details and preferences that control how it appears, when posts are scheduled, and whether content needs approval. As an Admin or Editor, you can update these settings at any time.

Opening the Edit Dialog

1. Navigate to Branches in the sidebar.

2. Click the branch you want to update.

3. On the branch detail page, click the Edit button in the top-right corner.

This opens the Edit Branch dialog, where you can change any of the settings described below.

Branch Settings You Can Change

Name

The display name for the branch (for example, "Downtown Location"). This is how the branch appears throughout Rool -- in the sidebar, branch switcher, posts, and reports.

• The Slug (the URL-friendly identifier shown below the name) updates automatically when you change the name. You can also edit the slug manually if you prefer a different URL path.

• Slugs must be unique within your organization. If a slug is already taken, you will see an error when you try to save.

Location

An optional field for a physical address or location description (for example, "123 Main St, New York, NY 10001"). This is displayed on the branch overview for quick reference.

Timezone

The timezone determines when scheduled posts are published for this branch. Choose the timezone that matches the branch's local area. Available options include:

• Australia & New Zealand -- Auckland, Sydney, Melbourne, Brisbane, Adelaide, Perth

• United States -- Eastern, Central, Mountain, Arizona, Pacific, Alaska, Hawaii

Tip: Setting the correct timezone ensures that posts scheduled for "9:00 AM" go out at 9:00 AM in that branch's local time.

Tags

Tags let you organize and filter branches into groups. You can assign one or more tags to a branch. Tags are helpful when your organization manages many branches and you need to quickly find or act on a subset of them.

Status

Each branch has one of three statuses:

• Active -- The branch is fully operational. It appears in branch lists, can receive posts, and functions normally.

• Inactive -- The branch is temporarily paused. Use this when a location is closed for renovations, seasonal shutdown, or any other temporary reason. Inactive branches remain visible but are clearly marked.

• Archived -- The branch is no longer in use. Archived branches are hidden from most day-to-day views but their data is preserved.

To change a branch's status, select the new value from the Status dropdown in the Edit dialog and click Save Changes.

Approval Settings

The Requires Approval toggle controls whether posts targeting this branch must be approved at the organization level before they can be published.

• On -- Posts for this branch enter an approval workflow. They cannot be published until an authorized team member approves them.

• Off -- Posts can be published directly without waiting for approval.

Saving Your Changes

After making your updates, click Save Changes at the bottom of the dialog. You will see a confirmation message once the branch has been updated.

If you change your mind, click Cancel or close the dialog -- nothing will be saved.

Deleting a Branch

If you need to remove a branch entirely, you can delete it from the branch detail page. Deletion is available to Admins only.

1. Open the branch detail page.

2. Click the Delete button in the top-right corner (next to Edit).

3. A confirmation dialog will appear explaining that the branch will be soft-deleted.

4. Click Delete Branch to confirm.

What soft-delete means:

• The branch and all of its associated data (posts, social connections, assets) are hidden from view but not permanently erased.

• An administrator can recover a soft-deleted branch if needed.

• This approach protects you from accidental data loss.

Note: Only organization Admins can delete branches. Editors can edit branch settings but cannot delete branches.

Who Can Edit Branch Settings?