Franchises can be set up in iinsight so that business divisions or franchises can be run as individual entities but with management and reporting at a corporate level. The franchises are set up as separate business divisions.
Note: This feature must be enabled by BE Software as it requires a setup procedure. If you are interested in understanding how the franchise feature can be of value to you, please contact BE Software for further details.
Permission to view information will be enabled for a user to view specific information about their "franchise" in the following menus:
Case list
Companies
Finance
Reports
Quicklinks
Timesheets
Management of the following will still need to be actioned at the corporate level:
Admin
Charges
Options
Templates
Workflow
Setting up the user permissions for each user within a franchise is initially done at the Admin - Manager User menu.
In the example above, the only franchises that are set up are South Coast and Central Coast so the end user can only view the cases from South Coast and Central Coast.