Head Office
Pages
  1. Review and allocate shared enquiries
  2. Maintain organisations and territories
  3. Review networks, partner enquiries and the public site
  4. Review product governance records
  5. Screen reference
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Guide › Head Office

Internal training

User guide · Head Office

Review product governance records

Inspect users, configuration, integration, privacy and audit screens available to Head Office.

Head OfficeStep-by-step instructions

Open product users

Head Office

1Step 1 of 5

The user list is the Head Office view of accounts within its governance scope.

  1. Find the account that needs review and confirm its organisation and role before any change.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can identify the intended account in the product view.

Head Office · Product governance01

Review product settings

Head Office

2Step 2 of 5

The settings page exposes configuration maintained at Head Office scope.

  1. Read the current configuration and change only values covered by an approved operational decision.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can review the current product settings.

Head Office · Product governance02

Review integration records

Head Office

3Step 3 of 5

The integrations page groups shared connection information.

  1. Inspect status and guidance before changing a shared integration.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can assess integration state without performing a connection action.

Head Office · Product governance03

Open privacy operations

Head Office

4Step 4 of 5

The GDPR screen provides the privacy-management records available to Head Office.

  1. Use the displayed records and filters for an authorised privacy request.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can review privacy-operation records within Head Office scope.

Head Office · Product governance04

Inspect the audit trail

Head Office

5Step 5 of 5

The product audit is the trace-oriented view for governance investigations.

  1. Apply the available filters and inspect the events relevant to the question.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can review recorded product activity without changing operational records.

Head Office · Product governance05
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All guides

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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