Add, import, deactivate and delete users in FranConnect so your team has the right level of access.
You need admin access. You are billed for every user you add except franchise users — check your licence so you know what adding users will cost.
The four user types
Open the Admin module with the gear icon; Users is the top menu.
| User type | Who it's for |
|---|---|
| Corporate | Franchisor HQ. Highest access — manages the whole system, sets up franchises, owns reporting and analytics. |
| Brand | Runs one brand within a multi-brand organisation, with access to that brand's operations, marketing and support. |
| Regional | Oversees a geographic area — supports its franchises, monitors performance and checks brand standards. |
| Franchise | An individual franchisee or location, with day-to-day tools, training and support resources. |
Step-by-Step Instructions
Follow these steps to manage Users in FranConnect
Add a user
Click the button for the user type (for example Corporate Users), then Add Corporate User.
Configure the user
Complete the form, paying particular attention to the role, password and notification settings.
- Roles define access and permissions — for a corporate user that might be Administrator, Operations Manager or Marketing Manager
- Password must be 8–30 characters; if you send a notification the user is prompted to set their own
- Send Notification emails the user their account details and access instructions
Click SAVE to create the user.
The steps and options are broadly the same for all four user types.
Import users from a CSV or TXT file
Click Import Users, choose the user type, set the file format and select your file, then click Continue.
Map the fields and finish the import
Map each column to a FranConnect field, choose a time zone and role at the bottom, click Continue, review the confirmation page and click Continue again.
Deactivate a user
Open the list for that user type, click the gear icon beside the user, choose Deactivate and confirm with OK.
Deactivating is usually better than deleting — it preserves the records associated with that user. Click Close and refresh to confirm.
Delete a user
Click the gear icon beside the user, choose Delete, confirm with OK, then either Reassign their courses and tasks or Delete to proceed.
Deleting removes the user permanently. Reassign any courses or tasks first if those records matter.