Admin / Getting started
Select your branch
Choose a branch in Distribook Admin, return to All branches and understand why the branch selector may be unavailable.
If your account can work with more than one branch, use the branch selector to choose the context for your Admin work. Check it before reviewing lists or comparing reports.
Choose a branch
- Finish or save any work in your current form.
- Open the sidebar if it is hidden or collapsed.
- Find Branch beneath the business name.
- Open the selector and choose the branch you want to view.
- Check the selected branch name and the confirmation message.
Admin confirms the selection with Showing [branch name] only. The selected branch is retained for your Admin session and can affect the records, overview information and menus you see.
Return to All branches
Open the same selector and choose All branches. Admin confirms Showing all your branches.
All branches means the branches your account is allowed to work with. Selecting it does not grant access to another branch. This is an Admin selection; it does not change the branch selection in another application.
Why the selector may be missing
The selector is displayed only when your account has at least two branch choices. An account with one available branch does not need a branch switcher.
If you expected another branch to appear, ask your administrator to check your branch assignments. You cannot add yourself to another branch from this selector.
If a page or record changes after switching
A branch can have a different set of visible menus. If an item disappears after a switch, first confirm which branch is selected. The available records can also differ between branches.
If a previously selected branch becomes unavailable to your account, Admin can reset the selection to All branches. Check the branch indicator when you return to work rather than relying on the selection you remember from an earlier visit.
When comparing reports: Select the same branch and date range on both views before comparing their totals.
If something still looks wrong, tell your administrator which branch you selected and which page or record you expected to see. This helps distinguish an assignment problem from a missing record or a hidden menu.