In order for a worker to access your organization they will require enrollment. Any worker that shows enrolled in the Payadmin portal will have access to your organization. This article will cover how to:
- Manually enroll a worker
- Revoke access for a worker
- If a worker has previously had a Branch Wallet
Manually Enroll a Worker
Upon sign up each worker is required to both be on the organizations roster and meet a threshold of matching information from the roster provided by your organization in order to be automatically enrolled. If they do not meet this threshold or are not on the roster, manual enrollment will be required.
In order to manually enroll someone you will want to first ensure they are on the roster. After doing so, find their entry under the Organization tab -> People, navigate to the enrollment request section and click View Requests.
You can search for a worker by name to narrow down your entries. From there, click the 3 dots next to their entry.
This will invoke a box where you will then click Enroll.
This will invoke a screen requesting the workers ID. Enter the workers name or ID and click Enroll.
They will now have access to your organization.
Revoke Access For a Worker
If however, someone has requested to join your organization and is not a worker or a worker has been terminated from your organization you may remove them from your organization.
For a worker that has been terminated you will want to revoke access for them. In order to do so, find their entry under the Organization tab -> People and search by name -> Click the 3 dots that appear to the right of their entry ->
This will invoke a box where you can click Revoke Access. This will remove this worker from your organization. To ensure they will not be able to add themselves back to the organization remove them from all future roster records sent to Branch.
For a user that is not apart of your organization (e.g. added themselves to the incorrect organization), you'll want to deny their enrollment. In order to do so, navigate to the Organization tab -> People -> Enrollment Request section, click View Requests, click on the 3 dots next to the entry and click Deny. This will remove their request from your organization.
Worker Already Has a Branch Account
If a worker has previously had a Branch Wallet they will need to regain access to that previous Wallet and continue usage from there. Each person is only allowed one active Branch Wallet and cannot completely create a new account. If the worker still has their active Card they do not need to order a new one and can continue to use this card once linked to your organization.
In order for the worker to be added to your organization, they will need to first start from the app on their device. Once they are logged into their Branch app, navigate to the Account icon on the bottom right -> tap the arrow to drop down their work locations (if they do not have any locations added they will tap Add Workplace)
Tap Manage Workplaces
Tap Add in the top right hand corner.
Search for your organization by name and tap on the entry.
If they have both met the threshold of information and appear on the roster they will automatically be enrolled. If not, you should now see them appear under the enrollment request section where you can now manually enroll them.