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Branch Management

This guide explains how to use the branch selector, update branch settings, and manage branch billing in Atlas.

The Branch Selector​

The branch selector sits at the top left of the Atlas menu. It shows two lines:

  • Your organisation name, which represents your practice as a whole
  • The branch you are working in, with its billing currency

Open the branch selector to see all your branches. Each branch shows:

  • Its name and billing currency
  • Its branch email, with a copy icon to copy the address
  • A gear icon that opens the branch's settings
  • A tick, if it is the branch you are working in

Only branches appear in the list, because your day-to-day work always happens in a branch. To create a new branch, select Add Branch. See Configuring Branches for the steps.

Switching Branches​

Open the branch selector and select the branch you want to work in. Pages such as Clients, Client Invitations, and Team Members then show information for that branch.

To see all your branches together, select Dashboard to open the Parent Dashboard. See Parent Dashboard.

Updating Branch Details​

  1. Open the branch selector at the top of the left menu and select the gear icon next to the branch you want to update
  2. Select Details
  3. Select Edit and update the branch name, organisation email, country, or default client access
  4. Select Save changes
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The billing currency cannot be changed after a branch is created. To bill in a different currency, create a new branch.

If you change a branch's email, share the new address with clients who will invite you to that branch.

Updating Billing Details​

Go to Administration > Settings > Billing. From here, you can add or change the branch's payment method and billing address in the Stripe portal. See Atlas Settings for details.

The Administration Menu​

The Administration section of the left menu has three pages:

  • Settings — Your account settings, branch settings, and organisation settings. See Atlas Settings.
  • Billing — The branch payment method, billing status, and invoices
  • Audit Trail — A record of every action taken in the branch

Billing​

Administration > Billing shows your Charge Us billing for the branch you are working in.

  • Payment Method — The card on file. To change it, select Update Card, which opens the Stripe portal.
  • Billing Status — Whether billing is Active, and which payment method is used
  • Invoice History — Every invoice for the branch, with its date, amount, status, and invoice number

To work with an invoice, select the three dots at the end of its row, then select:

  • View Stripe Invoice — Open the invoice in Stripe
  • Download PDF — Save a PDF copy of the invoice
  • View Payment History — See every payment made against the invoice

See Charge Us Subscriptions for how your branch invoice is calculated.

Audit Trail​

Administration > Audit Trail is a full record of the actions taken in the branch, such as clients being added, team members signing in, documents being uploaded, and billing updates.

Use the tabs to narrow the list to All, Clients, Team, or Organisation actions. To filter further, select the filter icon, then filter by Action Type or Client.

Each entry shows:

ColumnWhat it shows
TimestampWhen the action happened
UserWho did it, or System for automatic actions
ActionThe type of action, such as Login, Client, or Access Granted
ResourceWhat the action relates to, such as a client, document, or billing
DescriptionA short summary of what happened
IP AddressWhere the action came from, when available
DetailsSelect the information icon to see more about the entry

Use the icons at the top right to search, refresh, or download the audit trail.

Who Can Access a Branch​

Team members are assigned to specific branches, with a role on each. A team member can belong to several branches with different roles.

Team members with a parent role (Super Admin, Parent Billing, or Viewer) can access all branches, according to their parent role. Team members without a parent role only see the branches they are assigned to.