Franchise System
Admin
 
   

Marketing

Users Users

Administer system users settings - manage users and their login credentials and export users information.

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Access Control Access Control

Manage logs for actions performed, define users roles and permissions and modifications made in different entities of the system. You can set filter parameters to view log reports corresponding to the desired criteria.

  • Roles Define user roles and associate privileges with them.
  • User Account Summary View account details of all user categories for a selected duration.
  • User Status Logs View status logs for system users for a defined duration.
  • Login Logs View detailed login reports of various system users for a selected duration.
  • Deleted Logs View detailed records of deleted entries for a defined duration.
  • Export Logs View records of system exports in a selected duration.
  • Form Generator Logs View logs of activities done through Form Generator.
  • Web Form Generator Logs View logs of activities done through Web Form Generator.
  • Tab Generator Logs View logs of activities done through Form Generator for Tabs.
  • Visit Form Logs View logs of changes made in Visit Form in a given duration.
  • Library Logs View download details of specific library documents.
  • The Hub Searched Logs View records of searches performed by different system users on The Hub module.
  • News Logs View records of news items downloaded by various users.
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Area / Region Area / Region Management

Create and Manage Area / Region.

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Division Division Management

Create and Manage Division

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Franchise Location Franchise Location

Use franchise location admin section, to add new franchise locations as well as manage the existing ones.

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Configuration Configuration

Manage generic settings of the system- set default theme, manage offensive keywords list, configure Email settings and manage call attributes.

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Sales Sales

Manage leads, lead sources, lead attributes, email campaign triggers, virtual brochure settings, marketing costs and broker details etc.

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FDD Management FDD Management

FDD displays the inclusive information about the franchisor and the franchise organization. Manage FDD documents, FDD Email templates, ITEM-23 Receipts and other related details.

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Site Clearance Site Clearance

Manage Site Clearance for new Site Submissions, Site Status, Email Notification etc.

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Franchise Opener Opener

Manage checklists of important tasks and items for opening a franchise store, configure customizable fields of the form to be filled while store opening, and also manage task alert frequency.

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FIM Info Mgr

Manage track of records and legal information pertaining to a franchise outlet. Track franchise performance, contract expirations, transfers, renewals, and terminations.

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The Hub The Hub

Manage settings for various sections in The Hub module. Configure Library items, Forum posts, News items, and also conduct surveys. Manage news logs, document library, and auto alerts.

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Support Support

Manage settings to handle issues raised by franchise users and provide answers for frequently asked questions. Use these settings to resolve problems faced by franchisee users while handling their operations.

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Training Training

Manage course material and quizzes for online training of various system users. Upload course documents, videos, or presentations, and prepared quizzes for learner’s assessment.

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Financials Royalty Mgr

Configure different administrative settings of Financials module- setup Royalty Mgr preference, define agreement versions, enable/disable EFT transactions for corporate, regional, franchise, and specify documents which should be uploaded.

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FIM Visits

Manage Visits setting required for performance audits.Configure Visit Forms , audit questions, action items,Consultant’s role, task reminder alerts, and scoring system.

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Address Address

Create and Manage Address

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Contact_Manager CRM

Configure different administrative settings related to contact information such as contact status, contact source, email campaign workflow, tasks and web form to manage the contacts.

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Ad Builder Print Ads

Customize localized print collateral, configure payment gateway, UPS Online Shipping account, media library and maintain purchase orders.

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Marketing Shop Shop

Maintain product inventory, manage billing/shipping details and purchase orders.

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Address Surveys

Manage customer feedback and Listen360 survey configuration

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Zip_Code_Locator Zip / Postal Code Locator

Zip / Postal Code Locator section facilitates you to add new zip codes and manage the existing ones.

  • Add New Add a new zip / postal codes for a state/province.
  • Associate Associate Zip / Postal codes with franchise locations.
  • Reassign Reassign zip / postal codes from terminated franchisees.
  • Export Use this option to export the zip / postal codes of a franchisee.
  • Zip / Postal Codes Lookup Lookup for the franchise ID associated with the zip codes within specific covering range.
  • Configure Covering Range for Zip / Postal Codes Lookup Configure the distance that will be used as a default value for searching the franchisees belonging to the particular zip / postal code.
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