Manage branches in Flow Learning

• Navigate to Company > Company Structure.

Add a branch

• Once in Company Structure, select View on Branches.

• Select Add +.

• A popup window will open. Fill in the information for your new branch, such as the name, location, address, jurisdiction, branding, language, etc.

Select Save. Your new branch will now appear on the list.

Edit a branch

• Once in Company Structure, select View on Branches.

• Select the three dots button in the specific branch you wish to edit.

• A popup window will open with all the information about your branch.  Fill in the fields or edit the existing content as required.
• Select Save to update your branch’s information.

Import branches

• Once in Company Structure, select Settings on Import Branches.
• The Import Branch popup window will appear.
• Select Upload File to upload a CSV file with information on your branches.

• Select Test feed to test the validity of the data in the CSV file before uploading.

Note: CSV is the only admitted format. Selecting the Test feed option will result in no data actually being imported.

• Once you have confirmed the validity of the data, you can reupload the file with the Test feed option deactivated.
• Select Save to finalize your upload.

You should now be able to see your recently uploaded branches in the Branches list.