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In this article, we will show you the actions available for managing units.
📌 What Is the Purpose of Registering a New Franchise or Unit?
Franchise/unit registration stores registration information and also allows communications to be identified.
⚠️ Important!
To register, edit, delete, or import new units, these actions must be enabled in your user role.
Therefore, if you cannot see any of the options mentioned in this article, check your permissions with your network.
⭐ Step-by-Step Guide to Registering Units
🔸 Step 1
To register a new unit, access the upper-right menu:
Settings >> Units
🔸 Step 2
You will see the list of registered units and their information, if any, including:
Unit name
Name of the person responsible for the unit
Unit city
Phone number
Key Account (the person responsible for the unit on behalf of the network, such as a consultant, supervisor, or another designated role)
Number of users registered and linked to the unit
Visibility: Tags linked to the unit
🔸 Step 3
To add a new unit to the platform, click "New Unit".
🔸 Step 4
Fill in the new unit's information.
Mandatory fields are marked with an asterisk (*) in the Basic Information and Contact sections.
In the Basic Information card, click the corresponding arrow to expand the fields:
🔹 New unit name
🔹 City
Remember: Apply tags to the newly created franchise using the segments previously registered on the platform.
🔸 Step 5
To add tags to the franchise, remain on the editing page and click the tag icon.
A list of all registered tags will open. Select the tags you want to link to the franchise and click "Select".
🔸 Step 6
In the Contact card, enter the information of the person responsible for the unit:
🔹 Name of the person responsible for the unit
🔹 Email address of the responsible person
🔹 Key Account (the person responsible for the registered unit on behalf of the network/head office, such as a consultant, supervisor, or another designated role)
⚠️ Attention!
The email address entered in the "Responsible Person's Email" field is for the franchise's information only. It does not automatically create a user account for that person.
🔸 Step 7
If applicable, you can add the contract start and end dates.
🔸 Step 8
You can add other partners to the franchise by entering their names.
⚠️ Important!
To add partners, as described in Step 8, you must configure the form to include the necessary custom fields.
If you cannot find the "Configure Form" option, contact the Yungas team.
🔸 Step 9
Scroll to the bottom of the page and click "Save" to complete the unit registration.
📝 Notes on Units
You can enrich a unit's registration with relevant information, making it easier to access this data quickly and in an organized way.
To do this, go to the "Notes" section.
Available actions include:
Add text
Add links to the text
Attach documents (PDF, DOCX)
Attach images (JPG, PNG)
Attach audio files (MP3)
To insert a link into the text, write the note and use the link icon to add the URL.
Remember to click "Save" to submit the note.
To attach a file (document, image, or audio) to a note, click the paperclip icon and select the desired files.
Remember to click "Save" to submit the note.
📝 How to Edit a Unit
🔸 Step 1
To edit a unit, access the upper-right menu:
Settings >> Units
🔸 Step 2
Locate the unit you want to edit and click it.
🔸 Step 3
Under "Details", click the pencil icon and make the necessary changes.
🔸 Step 3.1
You can also edit individual items by clicking the pencil icon directly on the item.
🔸 Step 3.2
After editing the desired item, click the checkmark icon to confirm the change or the X icon to cancel it.
🔸 Step 4
When you have finished editing, click "Save".
🔸 Step 5
In "Notes", click the three-dot menu and select "Edit" to make the necessary changes.
🔸 Step 6
After completing the changes, click "Save".
🗑️ How to Delete a Unit Note
🔸 Step 1
To delete a unit note, access the upper-right menu:
Settings >> Units
🔸 Step 2
Locate the unit and click it.
🔸 Step 3
In "Notes", click the three-dot menu and select "Delete" to remove the note.
⚡ How to Delete a Unit
🔸 Step 1
To delete a unit, access the upper-right menu:
Settings >> Units
🔸 Step 2
Locate the unit you want to delete and click it.
🔸 Step 3
Click the three-dot menu and select "Delete".
🔸 Step 3.1
A confirmation screen will appear, informing you that this action cannot be undone.
Click "Delete" to confirm.
⚠️ How to Import Units in Bulk
On the Yungas Platform, you can register, edit, and delete units in bulk, meaning more than one unit at a time.
🎯 Summary
Access Settings >> Units.
Click the three-dot menu and select "Export Data" (.csv or .xlsx).
Open the downloaded file and enter the information for new units, or edit/delete information for existing units, respecting the column order.
After editing the file, return to the platform, click the three-dot menu again, and select "Import Data".
Read the instructions, select the file, and click "Submit".
Check the File Validation Results.
Click "Confirm".
⚠️ Important Tips
Before importing, you must export a file containing the units already registered and identify the order of the columns to be completed.
In other words, use the exported file itself to enter the information for new units in the correct column sequence.
Check the formatting of the cells.
For new units, the first column, ID, must be left blank. The platform will fill it in automatically.
The Visibility column indicates the IDs of the tags applied to each unit. If you need to apply the same tag to other units, enter the same ID in the corresponding column and row.
As with individual unit registration, the following fields are mandatory:
Name
City
Key Account
Responsible person
Responsible person's email
⚠️ Important!
If you do not include a unit's data in the file, that unit will be deleted.
🚀 Step-by-Step Guide to Importing Files to Register, Edit, or Delete Units in Bulk
🔹 Step 1
Access:
Settings >> Units
🔹 Step 2
Click the three-dot menu and select "Export Data" (.csv or .xlsx).
🔹 Step 3
Open the downloaded file.
Add the information for new units or edit/delete information for existing units, respecting the column order.
Download the edited file.
🔹 Step 4
After downloading the edited file, return to the platform.
Click the three-dot menu again and select "Import Data".
🔹 Step 5
Read the instructions, select the file, and click "Submit".
If there are any discrepancies, the platform will indicate the column, row, and type of error that must be corrected.
🔹 Step 6
Check the File Validation Results.
If the validation is successful, the following message will appear:
"✅ Success! Data validated correctly."
The screen will display all changes included in the file.
Click "Confirm".
Done!
Data imported successfully!
⚠️ Still Have Questions?
Contact our Support team through the message icon on the platform.
👤 Support hours: 9:30 AM to 5:30 PM.