This guide walks you through 5 steps for the task: View Key Personnel Details for a Specific Branch Site. Play the interactive walkthrough, or follow the step-by-step instructions and screenshots below.

Begin by selecting the "Branch" menu to view and manage company branches.

Choose "Site Overview" to see a summary of all branch sites on a dynamic dashboard.

Click the information icon for a specific site to access detailed branch information.

Switch to the Key Personnel tab to instantly view or update profiles of essential team members for this branch.

Click on Unassign button to revoke user's access to the selected site.