How to Remove a Branch Location

Learn how to transfer work from one location to another and remove any existing locations

• Read the Step by Step
• Locations based on Tiers

Step by Step

1. As an Admin, head into your Settings
2. Click into the Branch Locations section and select the verticals dot to delete.
   
3. Next, you'll identify which existing Branch Location to transfer over all existing Projects, BOMs or Documents stored within that Branch Location. Once selected, hit Delete.
   

Locations Based on Tiers