Franchise and team accounts

Workflow 22 · My franchise · Team accounts · Add · Deactivate

The Franchise Owner keeps the franchise's own details up to date and decides who in the team can sign in.

Head Office looks after the rest (territory, network, status and seat limit) and the owner sees it read-only.

  • Franchise Owner
Franchise Owner

Franchise, My franchise

Franchise Owner

Franchise, My franchise

1Step 1 of 5 · workflow step 01

  1. Where it is published
  2. Franchise record
  3. Managed by Head Office

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Franchise Owner · Franchise and team accounts01

Edit franchise

Franchise Owner

Edit franchise

2Step 2 of 5 · workflow step 02

  1. Names and addresses
  2. Phone, email, website
  3. VAT and company numbers

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Franchise Owner · Franchise and team accounts02

Franchise, Team accounts

Franchise Owner

Franchise, Team accounts

3Step 3 of 5 · workflow step 04

  1. Everyone who can sign in
  2. Seat limit and active seats
  3. Add a team account

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Franchise Owner · Franchise and team accounts03

Add a team account

Franchise Owner

Add a team account

4Step 4 of 5 · workflow step 05

  1. Name and email
  2. Role
  3. Create account

An Office Administrator takes a seat at once; an Operative waits for an Active profile.

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Franchise Owner · Franchise and team accounts04

Deactivate

Franchise Owner

Deactivate

5Step 5 of 5 · workflow step 06

  1. Reason
  2. Seat freed

Reactivate later with a reason; history is kept.

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Check

Franchise details current; the team has the accounts it needs within the seat limit

Franchise Owner · Franchise and team accounts05
1 / 6
Privacy Terms