Franchises need to limit what employees can see in their account when logged in, especially for franchisees. The following elements all have an impact on what an employee can see and do:
Location permissions
Location permissions are controlled on:
Employee
Discounts
Purchase Agreements
Memberships and Credits
Products
Buy Pages
Reporting
Inventory
Franchise settings
Franchise settings are configured by support
Franchise Settings
Certain sections in Mariana Tek are not restricted by their location permissions by default. However, franchise settings allow for additional configuration in the following areas:
Customer Profile
Employee section
Buy page section
Franchise fee portal
Contact support to configure any of the following franchise settings.
Customer Profile
Location permissions always apply to reporting. However, for it to apply to purchase and reservation histories in customer accounts, franchise settings must be enabled. The following items can be configured to follow location permissions:
Limit customer profile data
If enabled, the reservation and purchase history is only visible to employees with the matching location permissions
Limit complimentary and cash-backed account balance
If enabled:
Employees can only manage account balances at specified locations
Gift cards can only be redeemed at the purchase location
Limit membership actions, including freeze, start date changes, cancel, and refund
If enabled, employees can only perform actions on memberships with matching locations
Employees
By default, all employees are visible to those who have access to the employee section. Franchise settings allow you to:
Limit employee section
If enabled, employees will only see the following:
Employees with matching locations
Employees with no location
Employees with matching locations and other locations
Buy Page
By default, employees with permissions to edit buy pages can edit all buy pages. Franchise settings allow you to:
Limit buy page section
If enabled, employees can only view and edit buy pages if their location permissions match
Important items to remember regarding franchise settings:
Contact support to enable
Any changes will impact all locations.