Manage branches

Start in Branch Overview to check branch activity. Open Branches to create a branch, manage administrator invitations, allocate quota, or change active status.

A page can appear without an action permission

Aivident shows both pages to headquarters users with hq_branches. The API can still reject an action when you lack the permission to manage branches, allocate branch quota, or view branch statistics. The access-level editor lists them as branches.manage, branches.allocate_quota and branches.view_stats. A failed branch-list request can also resemble an empty list. If the result is unexpected, check your permissions before creating data again.

Review the branch summary and report

1. Open Branch Overview.

2. Under Summary, check Total Candidates, In Review, Total Interviews, and Hired.

3. Review Branches needing attention. Select View full Branch Report to open the report.

4. Under Branch Report, set Month, Year, Area, or Search branch or job title. Then select Apply filters.

5. To download the report, select Export XLSX. Choose all branches, filtered results, or selected branches. Export requires the permission to view branch statistics and contains aggregate data without applicant identity fields.

When no branch exists, Manage Branches opens the management page.

Create a branch and invite its administrator

You need the permission to manage branches. The access-level editor lists it as branches.manage.

A branch invitation sends email

Branch creation attempts to send an administrator invitation through the configured email provider. This behavior differs from organization-member invitations, which send no email. If branch-invitation delivery fails, use Copy setup link.

1. Open Branches, then select Create Branch.

2. Enter Branch Name, Branch Code, Branch Slug, Area, and Admin Email.

3. If the branch needs the headquarters screening templates, select Copy CV Playbook Templates from HQ. This option copies CV Playbook Templates, not AI interview configuration. Copying does not happen when the branch is created. Aivident waits until the branch administrator accepts the invitation.

4. Select Create Branch.

5. Read the delivery result. If email delivery failed, select Copy setup link and send the link through an approved channel.

An active branch can show these invitation actions, depending on its state:

• Resend invite attempts email delivery again.
• Copy setup link copies a link for manual delivery.
• Regenerate invite can correct the email address and invalidates the old link.
• Revoke invite revokes the current invitation.

Import several branches

Import also requires the permission to manage branches.

Import completion has separate stages

Import confirmation creates the branches and invitations in one database step. Email delivery and CV Playbook Template copy setup run afterward. Either later action can fail without removing a created branch. Check every row in the result before retrying.

1. In Branch Management, select Download Template.

2. Enter synthetic or approved branch data. Save the file as XLSX without changing the column names or order.

3. Select Import Branches, then upload the file.

4. Review the preview. Previewing does not create a branch.

5. Correct every row that needs attention, then upload the file again.

6. When every row is correct, select Confirm and create {count} branches.

7. In Branch import result, check branch creation, invitation delivery, and template-copy results separately. Use the branch invitation controls to handle a delivery failure.

The import option Copy HQ CV Playbook Templates to all new branches also copies only CV Playbook Templates and waits for each branch administrator to accept the invitation.

Allocate branch quota

You need the permission to allocate branch quota. The access-level editor lists it as branches.allocate_quota.

1. On an active branch, select Allocate quota.

2. In Edit Quota Allocation, set Application screening, Interviews, Document Analysis, and Video Analysis.

3. To remove a limit, select Unlimited.

4. Keep the total allocation across branches within the headquarters pool. A branch cannot have an unlimited allocation when the headquarters has a cap.

5. Select Save Quota. The change applies immediately.

Deactivate or reactivate a branch

You need the permission to manage branches.

There is no branch deletion

Deactivate branch changes active status and blocks branch-user access. It does not delete vacancies, Candidates, invitations, or quota. Aivident records the status change. If the audit record fails, Aivident restores the previous status.

1. On an active branch, select Deactivate branch.

2. Read the warning that the action can be reversed and branch users will lose access. The warning matches the action.

3. Select Deactivate.

4. To restore access, show inactive branches, then select Reactivate branch and Reactivate.