To set up user rights to view and manage Franchises, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > Home.
- Select any of the checkboxes in the Franchise Access section.
- Save your changes.
User Role/Right |
Definition |
|
View Franchise List |
Allows the user to view the Franchise list page |
|
Franchise Login |
Allows the user to log into a Franchisee |
|
Manage Franchisee Connection |
Allows the user to manage connected Franchisees |
|
View Franchise Market |
Allows the user to view the Franchise Marketplace |
|
Marketplace Publishing |
Allows the user to publish to the Franchise Marketplace |
|
Revenue Report |
Allows users to run a report that shows aggregated amounts for payments, refunds, invoiced work, and projected revenue, allowing the user to view revenue performance from scheduled work to received payments. |
|
Conversions Report |
Allows users to run a report that shows aggregated data from lead conversions to first-time visits and projected revenue added, allowing the user to view growth performance for the selected locations. |
|
Sales Summary Report |
Allows users to run a report that shows aggregated sales information including visits, products, and taxable amounts on visits. |