How to copy settings between branches (Templates & Replication)

Replication readiness

Open Templates & Replication (business admins only). Replication Readiness shows which pieces are ready and which are missing: Role Templates, Workflow Templates, Recipes, Operations Handbook and Business Plan.

The templates

• Role Templates - your staff roles and their permissions, for all branches.
• Workflow Templates - press Add Workflow to record how a job is done.
• Recipes - your product recipes.
• Operations Handbook and Business Plan.

When everything is ready, opening a new branch means copying what already works instead of starting from scratch.