1. FranConnect Inc
  2. FranConnect Foundation & World Manager Integration
  3. Getting Started

Existing Foundation and World Manager Integration FAQ

Michael Montero
Updated
  1. Is there any change to how users can access the system? No. Both system URLs can be used to access either system. Both will provide the same access based on the user's role in FranConnect and the user's Account Group in World Manager.
  2. What pre-integration checklist items do we need to complete before the integration is enabled? There are two key components to check before the integration can be enabled:
      • Location and Area Names are consistent in both, FranConnect and World Manager systems
      • "username" is consistent for all users that have an account in both, FranConnect and World Manager systems
    Note: This documentation will show you how to check both systems by running a report and doing a cross check. Please see the articles Checking Area and Location Consistency and Checking Usernames for Consistency.
  3. What access will users get once the integration is enabled? FranConnect Roles still control what access users receive for all FranConnect menu items. This is unchanged so they will continue to access applicable items they already have access to. The same applies for World Manager. World Manager Account Groups, Fusebox, and targeting still applies.
  4. Can a user be in separate roles in FranConnect and World Manager? Yes, when creating and editing accounts, there are two selectors for FranConnect Roles (Multi-Select) and World Manager Account Groups (Single Select).
  5. What is the Location and Role mapping from FranConnect into World Manager?
    • Location Mapping
      • Division = Country
      • Region/Area = Area
      • Location ID (or Franchise ID) = Location
    • User Mapping
      • Corporate Users = World Managers
      • Divisional Users = National Managers
      • Area Users = Area Managers
      • Location Users = General Managers, Store Managers, Employees
  6. What fields get automatically mapped to World Manager from FranConnect for Accounts? The fields that are automated in the user creation/management process are as below:
    • First Name
    • Last Name
    • Phone Number
    • Time Zone
    • Email Address
    • Username/Login ID
    • Account Group
    • Division(s)
    • Area(s)
    • Location(s)
    • Position Type
    • Position Name
    • Status (Active/Inactive)
  7. How do we update the fields listed above? The above fields can only be edited in FranConnect. This document outlines each Role or Account Group and how new and existing users can be created or edited.
  8. What fields get automatically mapped to World Manager from FranConnect for Locations? All fields are managed from FranConnect excluding default time zone and languages. These fields can still be set in the Location Menu.
  9. When the integration is enabled for our two systems, will locations automatically be created from FranConnect into World Manager and vice versa? Yes, pre-integration locations, areas, and divisions that exist in World Manager will be created automatically in FranConnect when the integration is enabled (if not already). This is the same with FranConnect. All divisions, areas, and locations will be pre-created in World Manager so both systems are in sync.
    Note: In the case where locations and areas only exist in FranConnect and not in World Manager, the division maps to World Manager. Thus, it is important that all locations and areas are mapped to the correct division. Otherwise, a default single division will be created.
  10. Are there any changes to search? No. Search works independently in each respective system. You can still access accounts in World Manager and search for users. Only some editing functions have been restricted.
  11. Will the product menu change for existing World Manager customers? Yes. The menus will be merged, but role access still applies. All existing items will remain the same with the same customizable phrase options in both systems.
  12. How will existing users log in for the first time and what password will they use? When the integration is enabled, existing users can log in with either account at either URL. Upon their first login, a sync will occur based on matching the userID/username and link the accounts automatically.
  13. What if usernames are different in either system but accounts should be linked? The authentication needs a unique user identifier. Usernames that do not match after the integration will not be automatically linked and treated as two separate accounts. If this occurs, we recommend using the World Manager-based user account and adding the applicable FranConnect role(s). Then, disable the second FranConnect account.
  14. What about World Manager Ops and/or HR customers? These products will still be available for existing customers in the existing menu for your platform.
  15. How are Account Groups created for World Manager users? There is no change in this creation process. Account Groups are created by going to Training and Development → Settings → Account Groups.
  16. How do we grant individual permissions to create and edit users? A FranConnect role that allows managing locations or accounts will need to be applied to all users that need to create, edit, or update locations or accounts. Secondly, the account custom permission in World Manager in System → Accounts → Manage will only allow editing the editable fields in World Manager (e.g., Permissions).
  17. Can we change the order in which World Manager and FranConnect menu items appear? Yes, you can navigate to Admin → Theme → Configure Module Sequence and set the sequence. See the Updating Module Sequencing article for full details.
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