Owner
Pages
  1. Review the team and partner organisation
  2. Maintain local site content and widgets
  3. Use partner reports and integrations
  4. Screen reference
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Guide › Franchise Owner

Internal training

User guide · Franchise Owner

Review the team and partner organisation

Use the owner-only business views to review the partner team, organisation settings and audit reporting.

Franchise OwnerStep-by-step instructions

Open the team view

Franchise Owner

1Step 1 of 3

The team page groups the people attached to the partner operation.

  1. Review the team and open only the person or invitation task you are authorised to manage.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You see the team within this partner organisation.

Owner · Team & organisation01

Review organisation settings

Franchise Owner

2Step 2 of 3

The organisation page contains partner-level business information.

  1. Check the current organisation details before making authorised changes.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The owner can review the partner record without entering another partner's data.

Owner · Team & organisation02

Open the audit report

Franchise Owner

3Step 3 of 3

The audit report provides a trace-oriented view for owner oversight.

  1. Set the available filters and inspect the events relevant to the question being investigated.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can review recorded activity for the partner operation.

Owner · Team & organisation03
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Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
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