In this article, you will learn how to manage permissions across all of your franchise sub-accounts or locations.
Managing permissions centrally helps ensure consistency across your business, improve security, and give each location access only to the tools and features they need.
Applying restrictions to franchise locations
By default, every new sub-account in your franchise setup has full access in Workiz, just like any other new account. You can apply restrictions to a sub-account to limit specific capabilities within that location, including:
|
|
This is ideal for franchise HQs that require greater operational control, consistency, and account oversight across locations.
- From the top navigation bar, select your profile icon > Settings
- Under Users & roles, select Franchise management
- Next to the sub-account you want to edit, select Set permissions
- Enable the toggle switch for any capability you want to allow
When applying sub-account restrictions, turning on a toggle allows the sub-account to perform that action. For example, turning on the permission to delete jobs allows that sub-account to delete jobs. If a permission is left disabled, they cannot perform the action. - Select Save
- Repeat Steps 3-5 for all remaining sub-accounts
What your sub-accounts will see
When a sub-account encounters a restriction that prevents users from performing a given action within their own account, they will be notified of the context and prompted to contact you if it wants to change its capabilities.