Branches allow organisations to automatically assign contacts to a specific office, location, or division.

When a user has a default branch assigned, any new contacts they create will automatically inherit that branch.

If a contact needs to be assigned to a different branch, the branch can be changed manually from the Contact Dashboard.

Note: Payments inherit the contact's branch, not the user's branch. If required, the branch assigned to an individual payment can also be changed from the payment record.

Before you begin

To create branches or assign branches to users, you must have System Administrator access.

If you cannot see the Admin menu, contact your Vega System Administrator.

Create a Branch

1. Navigate to Admin.
   
   
    
2. Select Branches from the left-hand side menu
   
   
    
3. Click Add New Branch
   
   
   
4. Enter the branch details.

The Branch Name is the only required field.

You can also record:

• Branch Address
• Branch Phone
• Branch GST Number
• Branch Signature Image
• Branch Signature Text

These fields can all be used as Branch Merge Tag Fields in document templates.

Additional settings

Collation

Controls the order in which branches appear in branch selection lists throughout Vega.

Active

Determines whether the branch is available for selection. Untick this option to make an unused branch inactive without deleting it.

5. Click Save.

   
   

Assign a Branch to a User

Once your branches have been created, assign a default branch to each user.

1. Navigate to Admin.
2. Select User Maintenance.
3. Open the user you wish to edit.
4. Select the appropriate branch from the Branch dropdown.
5. Click Save.

Repeat these steps for each user who requires a default branch.

Tip: Ask users to log out and back in after their branch has been updated to ensure the change takes effect immediately.

Related articles such as:

• Introduction to Branches

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”