Branch Admin Assignment
Branch Admins are the on-the-ground managers for each campus or location. They handle day-to-day operations for their branch — managing users, classes, exams, and settings — without needing full organization-level access.
How to Assign a Branch Admin
1
Navigate to the User List
From the sidebar, click Users. Use the role filter to find the user you want to promote, or search by name or email.
2
Open the User Profile
Click on the user to open their detail page. Verify that this is the correct person and review their current role and branch assignment.
3
Click "Edit"
Click the Edit button to open the user form. The form loads with the user's current information pre-filled.
4
Set Role to Branch Admin
On the Basic Information tab, change the Role dropdown to Branch Admin (or your institution's equivalent term, such as "Campus Coordinator").
5
Assign the Target Branch
In the Branch dropdown under Organization Assignment, select the branch this user will administer. This is the branch they will have full management access to.
6
Save and Confirm
Click Update User. The user immediately gains Branch Admin access for the selected branch. They will see the branch management dashboard on their next login.
What Branch Admins Can Manage
Branch Admins have substantial control within their branch, but cannot access data from other branches or organization-wide settings:
| Feature | Org Admin | Branch Admin | Instructor | Learner | Guardian |
|---|---|---|---|---|---|
Manage Branch Users | |||||
Create Classes | |||||
Manage Branch Settings | |||||
Create & Assign Exams | |||||
View Branch Analytics | |||||
Manage Branch Timetables | |||||
Bulk Import (Branch) | |||||
Access Other Branches |
Multiple Branch Assignments
A user can be assigned as Branch Admin for more than one branch. This is useful when one person oversees multiple smaller campuses. To set this up:
- Assign the user as Branch Admin using the steps above for the first branch
- Use the User Assignments system to add additional branch assignments — navigate to the user's profile and add assignments for each additional branch
- The user will be able to switch between their assigned branches from their dashboard using the branch selector
Promoting an Existing User
You can promote an existing Instructor to Branch Admin. Their existing data (created exams, class assignments) is preserved. The change simply adds administrative capabilities to their account. Common promotion paths:
- Instructor → Branch Admin — Most common. A senior teacher takes on administrative duties for their campus.
- Staff → Branch Admin — An administrative staff member is given branch management responsibilities.
- New hire → Branch Admin — Create a new user directly with the Branch Admin role.
Removing Branch Admin Access
To remove Branch Admin access, edit the user and change their role back to their base role (e.g., Instructor). This removes their administrative capabilities while keeping their account and data intact.
Best Practices
- One primary admin per branch — every branch should have at least one designated Branch Admin
- Backup coverage — consider assigning a second Branch Admin for continuity during absences
- Communicate the change — let the user know about their new responsibilities and point them to the Branch Admin documentation
- Review assignments yearly — at the beginning of each academic year, verify that the right people have Branch Admin access