Edit Franchises / Add Master Admins

The Franchise Core is where each Franchise and Master Admin is managed. You can Add and Archive Franchises and Master Admins here.

Master Admins are more fully described in Roles. Franchises are discreet Markets with all the necessary attributes that define them for local operations. S88 Franchise 1 compared to S88 Franchise 32, for example. Operations within V2 are then scoped, or limited to each individual Franchise for clarity and ease of use. So, by way of explanation, if a User is a Master Admin, or is authorized in any Role capacity for more than one Franchise, they will be able to access all individual Franchise Contexts through the Context Menu (see screenshot directly below).

 

Note: Franchises are just special types of Businesses with additional attributes, like Time Zone and Market info. They even appear in your Businesses list!

Franchises


Before diving in, don't forget to check out Basic List Navigation in Tips & Tricks.

 

Note: Master Admins can access Franchise Core Management by clicking on the Context menu drop down.


List

Search By

  • Name

Filter By

  • Status
  • States
  • Timezones

Sort By

  • Franchise Number
  • Franchise Name
  • Territory Name (S881 Avondale, AZ - for example)
  • Businesses Total
  • Locations Total
  • Users Total

List Item Totals

  • Businesses
  • Locations
  • Users

Bulk Actions

  • Archive

Clicking on the List Item link will take you to the Dashboard.

 


Details

Headquarters

Here you will see all the primary and related information about your franchises. Franchises are a special kind of Business in the system. They are given special attributes, but they are treated virtually the same as businesses. As such, they can have multiple Locations that belong to them. Think of a Market that has several offices, for example. Given that a Franchise can have several Locations, we needed a way for one of those locations to be highlighted. We decided to name that highlighted Location the Franchise Headquarters. Only one Location per Business can be marked Headquarters. For now, the FIRST Location added to any Business is assumed to be Headquarters. We'll be adding the ability to define that manually later. Coming soon!


Contact

Franchises and Businesses can be assigned one (1) Contact. That contact is seen appended to the bottom of the primary details in the top left corner of the Franchise Details screen:


Actions

Clicking 'MANAGE' will take you to the Locations List of the Franchise in question.

 


Form

Required Fields

  • Name
  • Number
  • Abbreviation
  • Territory Name
  • State


Full Form


Master Admins



List

Search By

  • Name
  • Email

Filter By

  • Status

Sort By

  • Name (full)
  • Last Name
  • Login (email)

Bulk Actions

  • Archive
  • Reset Password
  • Reset Availability

 


Detail

Master Admins are not intended to take a high profile role in the system, like Patrolling and working Shifts. As such, they lack many of the attributes of other User Roles.


Form

Required Fields

  • Name
  • Email Address (must be unique)
  • Password (must be at least 8 characters)
  • Password Confirmation


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