Overview
The Team tab of the Security & Access page is where you manage team member access and permissions for your Branch account. Use this page to add team members, assign roles, and control who has access to your Branch data and settings.
You can access this page by navigating to Configuration → Security & Access → Team in Branch.
Don't see this page yet?
The Security & Access page is part of the new Branch experience. This page is being rolled out to customers in phases through 2026. While you're waiting for access, you can explore this article to familiarize yourself with the new functionality.
Manage team members
The team member table shows each user's name, email address, assigned role, and current status.
Add team members
To add a new team member to your Branch account:
Navigate to Configuration → Security & Access → Team.
Select the Add team member button in the top right corner.
Enter the new team member's email address.
Enter their first name and last name.
Select the appropriate access level from the Access level dropdown.
If needed, enable Export access to allow the user to export sensitive data from pages they can view.
Configure granular Permissions by selecting View access and/or Edit access for specific features.
Select Invite to send an invitation email to the new team member.
The new team member will receive an email invitation to join your Branch account. Once they've accepted, their status in the team member table will change to Joined.
Search team members
Use the search bar at the top of the team member table to quickly find specific team members. This is particularly useful for organizations with large teams.
Edit team members
To modify a team member's role or information:
Select the three-dot menu icon on the right side of the team member's row.
Select Edit from the dropdown menu.
Update the team member's role or other information as needed.
Select Save to apply your changes.
Remove team members
To remove a team member from your Branch account:
Select the three-dot menu icon on the right side of the team member's row.
Select Delete user from the dropdown menu.
Confirm the deletion when prompted.
Warning
Removing a team member immediately revokes their access to your Branch account. They will no longer be able to log in or access any Branch data or settings. This action cannot be undone, but you can re-invite the user if needed.
Team member roles
Branch provides four role types to control team member access and permissions: Admin, Team Member, Limited Read, and Full Read. Each role grants different levels of access to your Branch account. To learn more about each role, visit our dedicated guide.
Best practices
Follow these best practices when managing your Branch team:
Follow the principle of least privilege: Assign team members the minimum role necessary to perform their job functions. Use read-only roles when possible.
Review team access regularly: Periodically audit your team member list to ensure only current employees have access and that role assignments are still appropriate.
Remove access promptly: When team members leave your organization or change roles, remove or update their Branch access immediately.