Creating a Branch
Creating a branch in BeamEdUp is done through a guided 5-step wizard. The wizard walks you through basic details, contact information, configuration, admin assignment, and a final review before the branch is created.
Step-by-Step Guide
1
Navigate to Branches
From the Organization Portal sidebar, click "Branches" to open the branch list. Then click the "Create Branch" button in the top-right corner.
2
Enter Basic Details
Select your branch type, enter the branch name, display name, and a unique code. Choose a subdomain — the system checks availability in real time and suggests alternatives if your choice is taken.
3
Add Contact & Location
Fill in the branch address, city (required), email (required), phone number, and optional website. Add a short description to help identify the branch.
4
Configure Settings
Set the academic year format, grading system, language, and timezone. Optionally upload a branch logo, choose brand colors, and customize terminology (student, instructor, exam labels).
5
Assign Branch Admin
Select an existing user as branch admin or create a new admin account. At least one admin must be assigned. You can add multiple admins if needed.
6
Review & Create
Review all the details across all steps. Click "Edit" on any section to make changes. When everything looks correct, click "Create Branch" to finalize.
Step 1: Basic Details
These fields establish the branch's identity within BeamEdUp.
| Field | Required | Type | Description |
|---|---|---|---|
Branch Type | Required | select | The type of institution (School, College, Coaching Center, University, Corporate, Institute). Auto-populates terminology presets. |
Branch Name | Required | text | Full name of the branch (2–100 characters). Example: "DPS Noida Sector 30". |
Display Name | Required | text | Short name shown in navigation and headers. Example: "DPS Noida". |
Branch Code | Required | text | Unique short identifier (1–20 characters). Uppercase letters, numbers, and hyphens only. Example: "DPS-NOI". |
Subdomain | Required | text | Unique URL for the branch: branchname.yourdomain.beamedup.in. Lowercase letters, numbers, and hyphens only. Availability is checked in real time. |
Headquarters | Optional | toggle | Marks this branch as the organization's headquarters. Auto-enabled for the first branch. Headquarters branch cannot be deleted. |
Step 2: Contact & Location
Contact details help identify the branch and are displayed on branch dashboards and reports.
| Field | Required | Type | Description |
|---|---|---|---|
Address Line 1 | Optional | text | Street address of the branch. |
Address Line 2 | Optional | text | Additional address details (suite, floor, building name). |
City / Location | Required | text | City or town where the branch is located. |
State | Optional | text | State or province. |
Postal Code | Optional | text | ZIP or postal code for the branch address. |
Phone | Optional | text | Branch contact phone number (displayed with +91 country prefix). |
Required | Official email address for the branch. Must be a valid email format. | ||
Website | Optional | url | Branch website URL. Must be a valid URL if provided. |
Description | Optional | textarea | Brief description of the branch — its focus, capacity, or specializations. |
Steps 3–5: Configuration, Admin & Review
The remaining steps cover academic configuration, branding, admin assignment, and a final review. These are documented in detail in the following pages:
- Branch Configuration — Academic year, grading, language, timezone, branding, and terminology settings
- Branch Admin Setup — Selecting or creating administrators for the branch