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 set...
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, a...
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.
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 wis...
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 FranCon...
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.
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 Asso...
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...
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.
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 selec...
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.
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 ...
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.
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 an...
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 ...
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...
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 ...
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 interna...
Integrating Foundation with World Manager
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 b...
Existing Foundation and World Manager Integration FAQ
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. What pre-integration checklist items do we need to complete...
Linking World Manager Training to Tasks in FranConnect
This article provides step-by-step instructions on how to link World Manager training modules with various task types in FranConnect, including Opener tasks, Visit tasks, and Playbooks. Whether setting up for daily operations or specific site visits, this guide will help streamline your training ...
How to Create FranConnect Training in World Manager
Incorporating legacy training materials into new systems can often feel like a daunting task, but with the integration of World Manager into FranConnect, businesses can seamlessly transition their training programs to a more advanced platform. This article will guide you through the process of re...