Multi Account Group Support in Training & Development

With the February 2026 release, customers using the World Manager–integrated system can now assign multiple Account Groups to a single user for training targeting within the Training & Development module.

Multi Account Group support allows one user to be associated with multiple Training and Development Account Groups, ensuring they receive training relevant to all the roles they perform, without the need to create duplicate user accounts.

This article explains:

• The problem this feature solves

• How Admins can set up users with multiple Account Groups

• How hierarchy and permissions are determined

• How training visibility works

• Best practices for using this feature effectively

Why Multi Account Group Support Was Introduced

Previously, users who performed multiple roles in an organization had to be assigned a single primary Account Group. This often resulted in:

• Incomplete training coverage, or

• The need to create duplicate user accounts

Multi Account Group support solves this by allowing one user to belong to multiple Account Groups, so training can be targeted accurately while keeping user management simple and consistent.

How to Assign Multiple Account Groups to a User

Multi Account Groups are assigned when creating or editing a user. You can assign multiple account groups to all types of users including World Manager, National Manager, Area Manager, General Manager, Store Manager and Employee. 

Let's cover some common scenarios to get you started. 

Scenario 1: A Location Employee With Multiple Responsibilities

In many franchise locations, a single employee often supports more than one operational role. For example, the same employee may:

• Handle cashier duties during peak hours

• Support delivery operations when required

• Assist with customer service around the store

In this situation, the employee needs to complete training related to all of these responsibilities, not just one.

With Multi Account Group support, this can now be handled using a single user account.

What happens with this setup

• The employee receives training targeted to each relevant Account Group

• Training appears only once, even if it is assigned to multiple roles

• The employee’s permissions and system access remain unchanged

This is the recommended approach for employees who perform multiple roles at the same operational level.

How to Set This Up

To assign multiple Account Groups to a location employee:

1. Go to Admin > Location User

2. Create a new Location user, or edit an existing one. In this example, we will edit an existing user. 

3. Enable Training and Development Access.

4. Select the Division.

5. In Account Group field, you'll start seeing multiple select checkboxes, from the given list select:

   • Delivery Crew

   • Cashier

   • Customer Service

6. Save the user.

Once saved, the employee will automatically receive training targeted to any of the selected Account Groups.

Scenario B: A Location User With Responsibilities Across Multiple Hierarchy Levels

In some franchise locations, a single user may take on responsibilities across management and operational levels. For example, a user may:

• Act as a Business Development Manager (General Manager level), overseeing overall performance

• Support day-to-day operations as a Frontline Team Supervisor (Store Manager level)

• Step in as a Cashier when required

This type of role combination is common in smaller franchises or growing locations, where leaders remain closely involved in daily operations.

With Multi Account Group support, this entire setup can be managed using one user account.

What Happens With This Setup

When Account Groups span multiple hierarchy levels, the system applies clear rules:

• The user is assigned the highest hierarchy role

  • In this case: Business Development Manager (GM level)

• The user receives training targeted to all assigned Account Groups

  • Business Development Manager

  • Frontline Team Supervisor

  • Cashier

• The user is granted management permissions of the highest role only

This ensures the user has access to all relevant training, while maintaining predictable system access and visibility.

Important Visibility Behavior

Even though the user receives training across multiple roles:

• As a General Manager–level user, they:

  • Cannot see other GM-level accounts

  • Cannot see users assigned to GM-level Account Groups

This preserves clear authority boundaries and prevents unintended access.

How to Set This Up

To create a location user with responsibilities across multiple hierarchy levels:

• Go to Admin > Location User

• Create a new Location user, or edit an existing one.

• Enable Training and Development Access

• Select the Division

• In Training and Development Account Group, select:

  • Business Development Manager

  • Frontline Team Supervisor

  • Cashier

• You'll get a pop-up alerting you that doing this, the user will get manager level permissions since you have selected groups across levels. 

• Save the user

Once saved, the system automatically:

• Assigns the highest hierarchy role

• Applies the correct management permissions

• Delivers training for all selected Account Groups

How Hierarchy and Permissions Are Determined

When a user is assigned Account Groups across multiple levels:

• The user’s effective role becomes the highest-level role

• The user receives management permissions of that highest role

• The user receives training access for all assigned Account Groups

Hierarchy Rules

Important Visibility Rules

From a management and visibility perspective:

• A General Manager:

  • Cannot see users assigned to GM-level Account Groups

This rule applies even if those users are also assigned to lower-level Account Groups.
It ensures clear authority boundaries and prevents unintended access.

For example, if Aaron (General Manager user) goes into the system, he will not be able to manage Steve (General Manager, Store Manager and Employee level user) since Steve is also considered a GM in the system. 

How Training Visibility Works (For Employee)

Training Assignment

• Training can be targeted to one or more Account Groups

• The system checks all Account Groups assigned to the user

• If any match is found, the training is assigned

Duplicate Prevention

If training is targeted to multiple Account Groups a user belongs to:

• The training appears only once

• Completion is tracked once

• Reports remain accurate

When you login as an employee and click on Profile icon from top navigation, you'll be able to see all the account groups that you are assigned to. 

When you go to My Training page from side navigation, you will be able to see all the trainings that are assigned to you based on account groups that you fall under. 

Performance Monitor Changes for Managers

Now when as a manager you go to see the Performance Monitor, you will start noticing a new level labeled, Multi-level User. This new level is introduced to give managers visiblity of the total users who are working on multi-hierarchy i.e. are assigned GM/SM or Emp levels. 

Supported Training and Communication Tools

Multi Account Group targeting applies to:

• E-learning
• Events
• Notices
• Exit Interview
• Scenario Comprehension/ Written Tests
• Internal Survey
• Sign-Offs
• Performance Reviews

No additional configuration is required per tool. 

Best Practices

• Use Multi Account Groups instead of creating duplicate users

• Assign only the roles a user actively performs

• Be cautious when assigning GM/SM-level Account Groups, as they affect permissions.

• Use this feature to improve training accuracy without increasing admin complexity

Summary

Multi Account Group support allows organisations to accurately reflect real-world roles within a single user account. By combining multiple Account Groups with clear hierarchy rules, Training & Development module now delivers:

• More relevant training

• No duplicate assignments

• Predictable permissions

• Cleaner reporting and administration

This feature is especially powerful for franchises and brands with flexible or evolving role structures.