Branch Management

Multi-Branch Operations

Organizations with multiple branches benefit from centralized management while maintaining branch-level autonomy. This guide covers strategies for managing several branches effectively and leveraging organization-wide features.

Organization-Level Features

As an Organization Admin, you have access to features that span across all branches. These tools help you monitor, compare, and coordinate operations at scale.

Cross-Branch Analytics

View aggregated performance data across all branches from the organization dashboard. Compare pass rates, average scores, and enrollment trends.

Centralized Settings

Organization-level settings (subscription, billing, shared branding) apply to all branches. Branch-level overrides customize where needed.

Branch Filtering

Filter users, classes, exams, and reports by branch throughout the portal. Quickly focus on a specific campus or see the full picture.

User Sharing

Users can be assigned to multiple branches. An instructor teaching at two campuses can access both without separate accounts.

Managing the Branch List

The Branches page in the Organization Portal displays all your branches as cards. Each card shows key metrics — student count, teacher count, class count, exam count, pass rate, and average score. Use the filters to search by name, type, or status.

  • Search — Filter branches by name to quickly find a specific campus
  • Status Filter — Show only Active, Inactive, or Under Construction branches
  • Type Filter — Filter by branch type (School, College, Coaching, etc.)
  • Headquarters Badge — The headquarters branch is clearly marked with a special badge

Cross-Branch Reporting

Organization-level analytics aggregate data from all branches, giving you a unified view of your institution's performance. Key cross-branch reports include:

  • Branch Comparison — Side-by-side comparison of pass rates, average scores, and completion rates across branches
  • Enrollment Trends — Track student enrollment growth or decline across all branches over time
  • Exam Performance — Compare how different branches perform on the same exam or similar assessments
  • Resource Utilization — See which branches have capacity for more students and which are nearing their limits

Organization-Level vs. Branch-Level

Some settings apply organization-wide, while others can be customized per branch. Understanding this distinction helps you plan your configuration strategy.

Organization-Level (Shared)

  • Subscription plan and billing
  • Organization name, subdomain, and institution type
  • Custom roles and permission templates
  • Security policies (password rules, session timeouts)
  • Notification templates

Branch-Level (Independent)

  • Branch name, code, and subdomain
  • Logo, brand colors, and tagline
  • Academic year format and grading system
  • Language and timezone
  • Terminology (student, instructor, exam labels)
  • Branch-specific admins and user assignments

Multi-Branch Best Practices

  • Naming conventions — Use consistent branch names and codes. Include the city or area for easy identification (e.g., "DPS-NOI", "DPS-GGN").
  • Start with headquarters — Set up and fully configure your headquarters branch first. Use it as a template when creating additional branches.
  • Designate branch admins early — Assign a dedicated admin to each branch during creation so they can begin setup immediately.
  • Keep terminology consistent — If all branches are schools, use the same terminology across them to avoid confusion in cross-branch reports.
  • Review analytics regularly — Use cross-branch reports to identify branches that may need additional support or resources.