Adding Units and Assigning Owners
Documentation: Units > New Unit

Add the Unit
From "Units":

  • Click on "+ New Unit" in the left panel
  • Fill out the form
  • "Unit ID" is very important. We recommend short IDs that makes sense (Maryland Unit, Store-NYC, Territory-23, etc.)
  • If this unit requires unique fields, add them by clicking "Add Fields" under "Extra Fields" (you can always do this later)
  • Click "Create Unit", and you're done

Assign Owners
From "Units", select a store:

  1. Click on "Add Owner of Staff"
  2. Select the new owner from the dropdown list of franchisees (don't forget to add the owner to the system before you can assign them to a store)
  3. Submit