Branch-Specific Views

Every branch in Rool has its own dedicated page where you can see everything related to that location in one place -- its details, posts, media library, social connections, and team members.


Opening a Branch

There are two ways to get to a branch's page:

  1. From the sidebar -- Expand the Branches section in the left sidebar to see a quick-access list of your branches. Click any branch name to open it.

  2. From the Branches list -- Go to the main Branches page and click on the branch you want to view.

Tip: If your organization has more than five branches, the sidebar shows the first five along with a "View all" link at the bottom. You can also use the search box at the top of the sidebar's branch list to find a specific branch quickly.


Branch Page Overview

When you open a branch, you land on a detail page with the branch name, its status badge (e.g., Active or Inactive), and any tags assigned to it. The page is organized into three tabs: Overview, Library, and Posts.

Overview Tab

The Overview tab gives you a snapshot of the branch:

  • Branch Information -- Location address and timezone for this branch.

  • Tags -- Any organizational tags applied to the branch.

  • Team Members -- The users assigned to manage this branch, along with their roles. If you have edit permissions, you can click Add Team Member to assign someone new.

  • Social Connections -- The social media accounts (Facebook, Instagram, etc.) connected to this branch. You can connect new profiles or manage existing ones from here.

Library Tab

The Library tab is a media library scoped to this branch. It shows both branch-specific assets and organization-wide assets (marked with an "Org" badge so you can tell them apart).

From this tab you can:

  • Upload new images or files by clicking the Upload button.

  • Create folders to keep your assets organized using the New Folder button.

  • Browse folders using the breadcrumb navigation at the top of the library.

  • Click any asset to open it in a detail view where you can see its full information.

  • Delete assets or folders you no longer need.

Posts Tab

The Posts tab lists every post that targets this branch. Each post card shows:

  • The post's status (Draft, Pending Approval, Scheduled, Published, etc.)

  • The caption text -- if the post has a branch-specific caption, that version is displayed along with the original

  • How many accounts the post targets and when it was created or scheduled

You can filter the list by status using the Status dropdown at the top. To create a new post for this branch, click the New Post button.


Switching Between Branches

Rool gives you two ways to move between branches without going back to the branches list:

Each branch in the sidebar has an expand arrow. Click it to reveal sub-navigation links for that branch:

  • Posts -- Jump directly to the branch's posts tab.

  • Calendar -- Open the branch calendar view.

  • Library -- Open the branch media library.

  • Settings -- Open branch settings.

Click a different branch name in the sidebar to switch branches instantly.

Branch Switcher (Global Filter)

The Branch Switcher in the header toolbar lets you filter app-wide views (like the main posts list or calendar) to show content for a single branch.

To use it:

  1. Click the branch switcher dropdown in the header area. It defaults to showing "All Branches."

  2. Search for a branch by name or scroll through the list.

  3. Select a branch to filter your current view to that branch only.

  4. A "Viewing: [branch name]" badge appears to remind you a filter is active.

  5. To clear the filter and see all branches again, click the X on the badge or select "All Branches" from the dropdown.

Note: The branch switcher acts as a global filter. When you select a branch, views across the app (posts, calendar, etc.) automatically update to show only that branch's content. The filter persists as you navigate between pages until you clear it.


Editing and Deleting a Branch

If you have the right permissions, you will see action buttons at the top of the branch page:

  • Edit (available to Admins and Editors) -- Opens a dialog where you can update the branch name, location, timezone, and other details.

  • Delete (available to Admins only) -- Soft-deletes the branch. The branch and its data are hidden but can be recovered by an administrator.