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Opening a franchise partner

Create the organisation, seat an owner, hand over the keys — in a few minutes.

  1. 1

    Open the organisation register

    Platform admin

    Every organisation on the platform, with its plan and seats.

    Open on the demo ↗ sign-in
  2. 2

    Choose the type

    Platform admin

    Open on the demo ↗ sign-in
  3. 3

    Enter the organisation details

    Platform admin

    Open on the demo ↗ sign-in
  4. The system does this
    • It is created as Onboarding
  5. 4

    Create the owner account

    Platform admin

    A new organisation has nobody in it; the owner is the first person.

    Open on the demo ↗ sign-in
  6. 5

    Pick the organisation, enter a name and email

    Platform admin

    Out of seats and it stops you. You never set anyone's password.

    Open on the demo ↗ sign-in
  7. 6

    Press "Activate"

    Platform admin

    It will not activate without a live owner account.

    Open on the demo ↗ sign-in
  8. The system does this
    • The owner gets an email to set their password
  9. 7

    The owner invites their own team

    Owner

    It stops at the seat limit.

    Open on the demo ↗ sign-in
  10. 8

    The partner's web address

    Platform admin

    A subdomain the platform provides. No domain of their own.

    Open on the demo ↗ sign-in
  11. 9

    Suspend or close when you need to

    Platform admin

    Both need a reason, and the records are kept.