Branch Admin Setup
Every branch needs at least one administrator to manage its day-to-day operations. Step 4 of the branch creation wizard lets you assign an existing user or create a new admin account for the branch.
Option A: Select an Existing User
If the person you want as branch admin already has an account in your organization, you can search for and select them directly.
1
Open the Admin Selection
In Step 4 of the branch creation wizard, the admin selection panel is displayed. By default, the mode is set to "Select existing user".
2
Search for Users
Use the search field to find users by name or email. The system filters users with eligible roles (Organization Admin, Branch Admin, or Instructor).
3
Select Admins
Click on one or more users to assign them as branch admins. Selected users appear as badges below the search field. At least one admin must be selected.
4
Remove if Needed
Click the "×" on any badge to remove a selected admin. You can adjust selections at any time before proceeding to the review step.
Option B: Create a New Admin
If the intended branch admin doesn't have an account yet, you can create one directly from the wizard without leaving the branch creation flow.
1
Switch to Create Mode
In the admin selection panel, switch to "Create new user" mode to open the quick-create form.
2
Fill in Admin Details
Enter the new admin's first name, last name, email address, phone number, and job title. All name and email fields are required.
3
Configure Account Options
Toggle "Send Welcome Email" to notify the admin via email. Toggle "Auto-Generate Password" to let the system create a secure password, or set one manually.
4
Add the Admin
Click "Add" to create the admin account and assign it to the branch. The new admin appears in the selected admins list.
What Can Branch Admins Do?
Branch Admins have broad control within their assigned branch but cannot affect other branches or organization-level settings. Their permissions include:
- User Management — Add, edit, and deactivate instructors, learners, and guardians within the branch
- Class Management — Create classes, assign subjects and teachers, manage student enrollment
- Exam Management — Create and assign exams, manage question banks, grade submissions
- Branch Analytics — View performance dashboards, exam results, and attendance data for the branch
- Branch Settings — Update branch branding, terminology, and configuration (within limits set by the Org Admin)
What Branch Admins Cannot Do
- Create or delete branches
- Access or manage other branches
- Change organization-level settings (subscription, billing, org branding)
- Assign or remove Organization Admin roles
- View cross-branch analytics (org-level reports)
Changing Branch Admins Later
After a branch is created, Organization Admins can add or remove branch admins at any time from the branch settings page or the user management section. Removing someone as branch admin does not delete their user account — it only revokes their administrative access to that branch.