This article has been prepared to include all the changes in product for location and user management for customers integrating with a new Foundation platform. The following articles detail how Foundation manages locations and users, which automatically syncs with your World Manager system. The below details a change in the default language and shows how it maps to user and location information.
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
Table of Contents
- Creating New Divisions
- Modifying Divisions
- Creating Areas/Regions
- Modifying Areas/Regions
- Creating New Locations
- Modifying Locations
- Creating New Admin/Corporate Users
- Modifying Admin/Corporate Users
- Creating New Divisional Users
- Modifying Divisional Users
- Creating New Area/Regional Users
- Modifying Area/Regional Users
- Creating New Location Users
- Creating Multi-location Users
- Modifying Location Users
- Changing a Username
- Modifying a User's Password
- Assigning Password Policies
- Updating User Information/Custom Permissions in World Manager
- Updating Module Sequencing
Creating New Divisions (Countries)
Note: Divisions can be set up in multiple ways. Please consult with your customer service representative to discuss the best solution for your business. For example, for multi-brand companies, you can set up each division as brands (e.g., Brand 1, Brand 2, etc.).
For a single brand that is international, you could set up divisions as countries (e.g., United States, Australia, etc.).
For a single brand operating in a single country, you can set up one country as a division or you could set up divisions as departments (e.g., Head Office, Warehouse, etc.).
To create a new division, navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Divisions Management on the left-hand sidebar.
Click Add Divisions.
Give the division a name and click Submit at the bottom of the page.
The new division will be created.
Next, let's look at how to modify a division.
Modifying Divisions
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Divisions Management on the left-hand sidebar.
Click Manage Divisions.
Click the gear icon next to the division you wish to edit and select Modify from the drop-down menu.
Make the required changes to the division and click Submit at the bottom of the page.
Creating Areas/Regions
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Area/Region Management on the left-hand sidebar.
Click Add New Area/Region.
Fill out the Area/Region details and click Submit at the bottom of the page.
You can choose to either add users now or later.
Next, let's take a look at how to modify an area/region.
Modifying Areas/Regions
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Area/Region Management on the left-hand sidebar.
Click Manage Area/Region.
Click the gear icon corresponding to the area/region you wish to edit. Select Modify from the drop-down menu.
Make the required changes to the Area/Region and then click Submit at the bottom of the page.
Next, we'll take a look at managing locations.
Creating New Locations
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Location Management on the left-hand sidebar.
Click Add New Location.
Enter the applicable location details and then click Save & Next.
Add owner details if applicable. Click Submit or click Skip if you don't wish to add owner details at this time.
Add user account details if you wish to now. Click Submit or click Skip if you don't wish to add user account details at this time.
Next, let's take a look at how to edit an existing location.
Modifying Locations
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Location Management on the left-hand sidebar.
Click Manage Locations.
Click the gear icon corresponding to the location you wish to edit, and select Modify from the drop-down menu.
Edit the required fields and click Save.
Next, let's take a look at how to manage various types of users.
Creating New Admin/Corporate Users
Note: The "World Manager" profile from World Manager maps to the Corporate User in FranConnect.
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Corporate/Admin Users.
Click Add Corporate/Admin Users.
Check the "World Manager Access" box and select the "World Manager Account Group" from the drop-down menu.
Edit the rest of the required fields and click Add.
Next, let's take a look at how to edit Corporate/Admin users.
Modifying Admin/Corporate Users
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Corporate/Admin Users.
Click the gear icon corresponding to the user you wish to edit, and click Modify.
Make the required changes and click Save when you are finished editing.
Next, we'll take a look at how to manage Divisional Users.
Creating New Divisional Users
Note: The "National Manager" profile from World Manager maps to the Divisional User in FranConnect.
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Divisional User.
Click Add Divisional User.
Select the "Division" for the user.
Check the "World Manager Access" box and select the "World Manager Account Group" from the drop-down menu.
Edit the rest of the required fields and click Add.
Now, let's take a look at how to edit a Divisional User.
Modifying Divisional Users
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Divisional User.
Click the gear icon corresponding to the user you wish to modify. Then click Modify.
Make changes as needed and click Save when you are finished editing.
Next, let's take a look at how to manage Area/Regional Users.
Creating New Area/Regional Users
Note: The "Area Manager" profile from World Manager maps to the Area/Regional User in FranConnect.
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Area/Regional Users.
Click Add Regional User.
Check the "World Manager Access" box and select the "World Manager Account Group" from the drop-down menu.
Select the "World Manager Division" for the user.
Edit the rest of the required fields and click Add.
Next, let's take a look at how to edit Area/Regional Users.
Modifying Area/Regional Users
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Area/Regional Users.
Click the gear icon corresponding to the user you wish to modify, and click Modify.
Make the required changes, and click Save when you are finished editing.
Next, we'll delve into Location Users.
Creating New Location Users
Note: The "General Manager," "Store Manager," and "Employee" profiles from World Manager map to the Location User in FranConnect.
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Location Users.
Click Add Location User.
Select the Franchise ID/Location Name of the location to which you wish to assign the new user. Click Add User once you have selected the location.
Check the "World Manager Access" box, and select the "World Manager Account Group" from the drop-down menu.
Select the "World Manager Division" for the user.
Edit the rest of the required fields, and click Add.
Next, let's look at how to create Multi-Location Users.
Creating Multi-Location Users
Note: You must already have a Location User created to follow this process.
Click Information Manager on the left-hand sidebar and select People from the drop-down menu.
Navigate to your user and select Manage Associations from the drop-down menu adjacent to the user in question.
Click the Associate Unit(s) drop-down menu and select all of the locations you wish to associate with the user. Click Save when you are finished adding your locations.
Now, let's look at how to edit a Location User.
Modifying Location Users
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Location Users.
Click the gear icon corresponding to the user you wish to modify, and click Modify.
Make changes as needed, and click Save when you are finished editing.
Now, let's look at how to change a username.
Changing a Username
Note: Usernames can only be changed in FranConnect, not in World Manager. Additionally, the process is identical regardless of the type of user you are changing. We will use a Location User in our example.
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click the user type you wish to modify. In our example, we will click Location Users.
Click the gear icon corresponding to the user you wish to edit, and click Modify.
Edit the username in the "Login ID/Username" field.
Next, let's look at how to change a user's password.
Modifying a User's Password
Note: Modifying a user's password is the same process regardless of the type of user you are modifying. In our example, we use a Location user.
Part One - For FranConnect, navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click the user type you wish to modify. In our example, we will click Location Users.
Click the gear icon corresponding to the user whose password you wish to change. Then click Change Password.
Enter the new password, confirm it, and click Save.
Notify the user of the password change and send them their new password securely.
Part Two - For World Manager, click the gear icon at the top of the page in FranConnect to access your Admin settings.
Click the user type you wish to modify. In our example, we will click Location Users.
Click the gear icon corresponding to the user whose password you wish to change. Then click Manage WM Account.
Enter the new password in the "New Password" field, and click Update.
Note: You can still access users via the World Manager menu as well. To do so, follow the Training and Development → Settings → Account path.
Next, let's look at how to assign password policies.
Assigning Password Policies
Navigate to your Admin settings by clicking the gear icon at the top of the page in FranConnect.
Click Configuration on the left-hand sidebar.
Click Configure Password Settings.
Make changes as needed, and click Save when you are finished editing.
Next, we will look at how to update user information and how to set custom permissions in World Manager.
Updating User Information/Custom Permissions in World Manager
Note: This process will be the same regardless of the type of user you are modifying. In our example, we use a Location User and will be applying custom account permissions.
On the left-hand sidebar, go to Training and Development → Settings → Accounts.
Use the filters on the left-hand column, and click Apply to narrow down your results.
Note: You can no longer create accounts from here, but you can still search and edit the fields which are not greyed out including applying account custom permissions.
Click the pencil icon next to the user whose permissions you wish to modify.
Click the Account tab at the top of the page.
Note that you cannot edit the Account Group, Country, or Location as this is automatically updated from the FC Admin dashboard. Next to "Permissions," click "Custom."
Edit this page to reflect your desired permissions for this user and then click Update at the bottom of the page.
Next, we'll look at how to update module sequencing.
Updating Module Sequencing
Once the integration is enabled, it will create a Training and Development option on the left-hand sidebar. This is your World Manager section.
By default, this will be placed lower on the menu. To move it higher, click the gear icon at the top of the page in FranConnect to access your Admin settings.
Click Configuration on the left-hand sidebar.
Under the "Theme" section, click Configure Module Sequence.
Simply click and drag the module list to your preferred order.
Click Save when you have chosen the order you prefer. Then click OK on the following page.
You will see that the order of the menu has changed.
Conclusion
Integrating Foundation and World Manager into a unified platform streamlines operations, centralizes management, and enhances security. This consolidation simplifies user access, reduces administrative complexity, and ensures data integrity across your organization. By following the outlined steps, your business can transition smoothly to this cohesive system, resulting in improved efficiency and consistency throughout your operations.