In this article, we show how to invite and delete head office users in Yungas.
📩 Do you know how to invite a Head Office user?
Read the instructions below and follow the step-by-step guide to learn how to register a user.
Important information to perform this action on the platform
Master users can invite/register any type of user, both Head Office and unit users.
Users with a role created in the platform will be able to invite Head Office users if this setting is included in their permissions.
⭐ Step-by-step guide to register Head Office users
🔸 Step 1
In the top-right bar, access the Settings icon:
Settings >> Users
🔸 Step 2
Click New user to open the selection box.
🔸 Step 2.1
Select:
Franchisor | Head Office
🔸 Step 3
Fill in the required fields:
🟣 Name;
🟣 Email;
🟣 Role;
🟣 Segmentation — TAG is optional and must be previously registered;
🟣 Language;
🟣 Time zone.
🗺️ How to change the user’s time zone and language?
When creating a new user, it is also possible to define:
the user’s default language;
the user’s default time zone.
Example of how to apply this improvement:
For users located in Acre, Mato Grosso, Amazonas, for example, select a time zone compatible with the region.
💡 Tip: Search by the state capital.
🔸 Step 4
Click the Add button.
Please note that:
When selecting the user’s Role, all permissions/visibility that this role will allow on the platform will be displayed.
The crossed-out modules indicate that the user will not have access.
Head Office user segmentation allows the same tag linked to registered franchises to also be linked to the user.
This way, the Head Office user will identify in their Inbox the requests sent by the franchises/branches that have the same segmentations/tags.
🔸 Step 5
This new user will receive a first-access link at the registered email address, with the following subject:
Email subject: [Yungas] 👋 Invitation to your relationship center.
The user will need to click “Go to Yungas”, enter the email informed in the message and the temporary password on the login page at:
Yungas - Franchising Platform
👀 What if I need to delete a user?
To delete a Head Office/franchisor user, first go to:
Settings >> Users
In the “Head Office/franchisor users” tab, search for the user you want to delete.
After locating the user, click the trash icon corresponding to that user.
In the window that opens, in the “To:” field, you must indicate a user to whom that user’s responsibilities will be transferred, then click:
“Transfer and delete”
When confirming the deletion, all tickets and department/subdepartment responsibilities will be transferred to the selected user.
After confirmation, the following message will appear:
“Responsibilities transferred and user deleted.”
Source: Yungas >> Franchisor | Head Office users >> GIF deleting user and transferring responsibilities.
Still have questions? 🤔
Contact our Support team through the Message icon.
⌚ Support hours: 09:30 to 17:30.