Setting Up and Managing Branches

EduCtrl allows organizations to manage multiple physical office locations using the Branch Management feature. Each office or campus location can be configured as a separate branch within the system.

Adding a New Branch

To create or manage branches, navigate to:

Admin Panel → Settings → Branch

By default, the system includes a branch named “Main Branch”. You can rename this branch or add additional branches based on your organization structure.

Assigning Branches to Staff

While creating or editing a staff member, you must assign the branches they can access.

• Staff members can be assigned to one or multiple branches.
• Management users or administrators may require access to multiple branches.
• Selecting “All Branch” gives the staff member access to data across all branches.

Staff users can only access and manage data related to the branches assigned to them.

Branch Filters Across Modules

The staff dashboard and major system modules include branch filters that allow users to view records for a specific branch.

Using these filters, staff can easily switch between branches and monitor branch-specific data.

Branch Assignment for Leads & Students

When a student registers through the CRM frontend, the lead is automatically assigned to the Main Branch by default.

You can later change the assigned branch by editing the lead or student record.

When manually adding a lead or student from the backend, you must select the branch responsible for processing that lead or student.

Transferring Leads or Students Between Branches

If required, leads or students can be moved to another branch using:

Lead / Student Actions Menu → Transfer Branch

This helps organizations manage branch-wise operations efficiently and ensures leads and students are assigned to the correct office or team.