Business areaTeams & Branches
Teams & Branches
Branch Workspace
Manage branch-level teams and activity while maintaining central control.
Designed forDSA owners, Managers, and Operations teams
Available plansProfessional and Enterprise
What Is Branch Workspace?
Branch workspaces separate day-to-day ownership and visibility while allowing the appropriate central team to review activity across locations.
Branch Workspace works with Branches, Employees, and Reports as part of the wider DSACRM Teams & Branches workflow.
Why Branch Workspace Matters
Growing teams struggle to separate branch work without creating disconnected systems.
A Clear, Practical Workflow
- 01
Configure branches.
- 02
Assign users and work to the relevant branch.
- 03
Review permitted branch and central reports.
What You Configure
- Branch details
- Assigned users
- Role permissions
What Your Team Gets
- Branch-specific workspace
- Central branch visibility
Important to Know
- Available in Professional and Enterprise plans.
Common questions
Branch Workspace FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Branch Workspace in DSACRM?
Branch workspaces separate day-to-day ownership and visibility while allowing the appropriate central team to review activity across locations. Manage branch-level teams and activity while maintaining central control.
Who should use Branch Workspace?
DSA owners, Managers, and Operations teams can use this capability within the Teams & Branches workflow.
Which DSACRM plans include Branch Workspace?
Branch Workspace is available in Professional and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Branch Workspace?
Typical setup includes Branch details, Assigned users, and Role permissions.
What does the team get from Branch Workspace?
The supported outputs include Branch-specific workspace and Central branch visibility.