All About the People Section in Info Manager

1 min read

The People section in Info Manager helps you manage information about your team members easily. Whether you're new or already familiar with FranConnect, this guide will show you how to use the People section effectively. We'll cover how to add new people, update their details, and manage user permissions, making it simpler for you to handle your team's information.

Accessing the People Landing Page

To access the People landing page, click Info Manager on the left-hand sidebar and select People from the drop-down menu.

people1.png

You will be taken to the following page:

people2.png

From this page, you can manage profile information for the owners and employees in your franchise network. Let's take a closer look at what we can do on this page.

Creating a New Person in FranConnect

To create a new person in the FranConnect system, click CREATE at the top of the People page and select Owner or Employee from the drop-down menu.

Note

In our example, we will create an employee.

people3.png

You will be taken to the following page:

people4.png

Enter all of the required/relevant details. Once you have determined that the information you have added is correct, click ADD.

Note

If you do not create an MUID, one will be automatically assigned to the new owner or employee.

If everything worked correctly, you will see your new owner or employee on the People page. You can narrow down to this one result using the filters.

people5.png

You can edit or manage the associations of this new person by clicking the ... button adjacent to the person's name.

How to Display Columns (Email) on the People Page for Employees

You can choose which columns appear for employees on the People page.

Click Admin and, under Configuration, select Configure Summary Display Columns.

Configure Summary Display Columns link highlighted under Configuration

You will be taken to the following page:

Employee People row highlighted on the Display Columns Summary page
Note

From this page, you can see which columns are currently displayed in Employee Tab.

Under INFO MGR, click the gear icon beside Employee People and select Configure.

Email highlighted in Configured Columns for Employee People

Make sure Email is in Configured Columns. If it is not, select it under Available Columns, click >>, and then click Submit.

Note

Columns marked with an asterisk (*) are default columns and cannot be removed.

Click Info Manager › People › Employee(s), and scroll right to see the Email column.

Email column highlighted on the Employee(s) tab
Note

This setting applies to the Employee(s) tab only. The Owner(s) tab is configured separately.

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