Multi-Unit Onboarding
Set up one owner to manage multiple workspace locations within your franchise network.
For Hub Admins
Use multi-unit onboarding when one franchisee owns or manages more than one location. Give each location its own workspace, then assign the same owner to every workspace.
Before You Start
- Create a workspace for each location.
- Gather the owner's email address.
- Confirm which locations the owner should access.
Hub Admin Setup
Create a Workspace for Each Location
Each location gets its own workspace. Follow the Onboard a New Workspace process for each one before assigning the owner.
Use Consistent Naming
Clear, consistent names make locations easy to tell apart and easier for owners to switch between later:
- Brand - Cincinnati
- Brand - Louisville
- Brand - Unit 101
Assign the Owner to Multiple Workspaces
- Go to Hub > Users.
- Open the owner's user record.
- Add each workspace they manage.
- Save.
The owner now has access to every assigned location.
Connect Location-Specific Accounts
Social accounts, business info, and settings are managed separately per workspace. If a location uses a solution that needs social accounts, connect them now or let the workspace owner connect them later.
How Multi-Unit Access Works
Once assigned to multiple workspaces, the owner switches between locations using the Switcher.