The branch settings feature helps you manage different locations or departments in your learning platform, all from a single place. You can set up specific courses, control who has access, and customize reports for each branch.

This makes it easy to keep everything organized while giving each location exactly what they need. This saves time by letting you handle multiple branches without switching between accounts, and ensures every team gets the right tools and content for their learning goals.

Through this documentation, we will guide you on how you can manage the branch settings in your organisation’s learning platform.

Managing branches in your LMS allows you to organize learners, tutors, and courses under different segments of your institution or organization. Branches help you create a structured learning environment by categorizing content and users based on departments, locations, or any other grouping that suits your needs. This ensures better management, targeted communication, and personalized experiences for learners. In this guide, we’ll walk you through how to create, update, and manage branches effectively.
Where can you use branches: 

1. When you're running a franchise model.

2. When you have different centres in multiple cities and states.

3. When you have multiple verticals for the same department.

Let’s get started 🚀

Navigation

Navigating to the Branches section allows you to create and manage separate training environments for different groups or user types. This helps you organize courses, users, and reports efficiently while customizing the learning experience to meet the specific needs of each branch. Accessing this section is important to streamline administration, protect sensitive data, and deliver targeted training to diverse audiences within a single platform.

Carefully follow the instructions below to learn how you can efficiently navigate to the “Branches” section in your organization’s learning platform.

Navigate to the panel on the right side of the screen, then click on the “Settings” dropdown to unwrap it and click on the “Branches” option.

Branches List View

The Branches List View shows all your institution's locations in one place, including each branch's name, number of learners, and assigned manager. You can add new branches with the "+ Create" button or search for specific locations using the search bar.

In addition to this, it will also help you to manage existing branches by clicking the action icons. This helps you keep track of all your branches and their activities without switching between screens.

Refer to the following table to understand more about the branches view list.

Create a New Branch

The platform lets you create new branches to organize courses for different locations or departments. Adding branches helps you manage each one separately while keeping everything under your main account, making it easy to customize learning while staying in control. Simply fill in the branch details, assign a manager, and set permissions to get started.

Carefully follow the instructions below to learn how you can efficiently create a new branch in your organization’s learning platforms.

Step 1: Click on the “+ Create Branch” button to start creating a new branch.

Step 2: A new panel will open on the right side of the screen. Fill in all the necessary fields, then click on the “Create Branch” button.

Refer to the following table to understand more about the loyalty program list view.

Step 3: After clicking on the “Create Branch” button, a success message will appear at the top of the screen.

Edit a Branch

The branch editing feature lets you update information for any location in your learning platform. You can change the branch manager, adjust permissions, or update contact details to keep everything current. This ensures all courses and users have the right access while maintaining accurate records across your organization.

Carefully follow the instructions below to learn how you can efficiently edit a branch in your organization’s learning platforms.

Step 1: Click on the 3-dot action icon to edit the branch, then click on the “Edit Details” option.

Step 2: A new panel will open on the right side of the screen. Fill in all the necessary fields, then click on the “Update Branch” button.

Refer to the following table to understand more about the loyalty program list view.

Step 3: After clicking on the “Update Branch” button, a success message will appear at the top of the screen.

Search a Specific Branch

The branch search tool helps you quickly find any location in your learning platform by typing its name, ID, or manager's details. This saves time when you need to check enrollments, update settings, or review courses for a specific branch, making it easier to manage multiple locations from one place.

Carefully follow the instructions below to learn how you can efficiently search a specific branch in your organization’s learning platform.

Click on the Search bar and enter the branch name.

If you have any queries, please feel free to reach out to us at support@edmingle.com. We will be happy to help you! :)