Steps for franchise team access
- 01
Open the team list and find the person or the pending invitation.
- 02
Check their role and the franchises they are assigned to.
- 03
Invite them or change their access, if your own role allows it.
- 04
Open the franchise to confirm what they can now see.
What the finished work leaves you with
An access list showing each member or invitation with their role, franchise assignments, owner, and follow-up.
What to do when the review finds a problem
The person has only a pending invitation
Treat it as open work and confirm they accepted before assuming they have access.
A member needs access for a specific franchise task
Check the role against the task before changing it, and keep the narrowest role that works.
The member can open the organization but not the franchise they need
Add or fix the franchise assignment. The role may already be right.
The change is outside what your role can manage
Send it to an admin who can make the change.
A common mistake to avoid
Giving someone organization-wide access to fix a problem with one franchise assignment.
Franchise team access review checklist
Use this checklist when a team member or invitation needs access to specific franchises. It matches the role to the job, checks the franchise assignment, keeps pending invitations apart from active members, and confirms what the person can see, without giving more access than the work needs.
Before you start
- Open the Team page with members, invitations, roles, and franchise assignments showing.
- Write down the job the person needs to do and the least access it requires.
- Know which admin can make changes if you cannot.
When a teammate cannot access the right franchise
Access problems usually come from a pending invitation, the wrong role, or a missing franchise assignment. Check the person’s status and what they need to do before changing anything, and give the least access that gets the job done.
The teammate says the invitation never arrived.
Check first
- Confirm the email address on the invitation and whether it is still pending.
- Ask them to check spam, quarantine, group mail rules, and whether their mailbox is full.
- Check whether they already accepted another invitation or have an active account with that email.
Next action
Fix the address if it is wrong, then resend while the invitation is still pending. If they already have an account, have them sign in with it instead of sending another invitation.
Confirm the result
The invitation shows the right address and a pending or accepted status, and the teammate can sign in after accepting.
The teammate can sign in but cannot see the franchise.
Check first
- Compare their role with the franchises assigned to them.
- Confirm they are looking at the same location named in the request.
- Check whether the franchise is active and whether their access changed after they accepted.
Next action
Have an admin add or correct the franchise assignment. Do not give a broader role just to make up for a missing assignment.
Confirm the result
The teammate is assigned to the franchise and can open it without seeing unrelated locations.
The teammate sees the franchise but cannot do the task they need.
Check first
- Name the exact task and compare it with their role.
- Check whether the task needs a different role, such as reviewer.
- Confirm it is really a permission limit and not a missing record or inactive franchise.
Next action
Ask an admin to grant the narrowest role that covers the task, and note why. If the task is outside the person’s job, leave their access as it is.
Confirm the result
They can complete the task for that franchise and still cannot see work for other locations.
A suspended or removed teammate still seems to have access.
Check first
- Check the teammate’s status and when their access last changed.
- Look for a second invitation or account for the same person.
- Ask them to sign out and sign back in.
Next action
Clean up duplicate invitations or memberships with whoever manages access, so the person has one clear status. Do not reactivate someone just to test what they can see.
Confirm the result
The team list shows one current status, the old assignment is gone, and a fresh sign-in no longer shows the restricted pages.
When you need to hand it on
- Include the email, role, franchise assignment, status, and when access last changed.
- Describe the specific task and location the person needs rather than asking for broad access.
- Send role changes to an admin and note the decision.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
A new employee can open the organization but cannot see the franchise they will work at. The admin checks their role and franchise assignment before changing anything.
Record the person’s role, task, franchise assignments, and resulting access, and keep access as narrow as the work allows.
This is a planning example, not a customer result.
How can an organization review franchise team access?
Open your organization’s team list, check each person’s role and franchise assignments, invite or change access where you are allowed to, and then check what that person can see on the franchise. Each person sees only the actions their own access allows.
Put the workflow into practice
In Granite, roles and franchise assignments decide what each person can see and change, and changes are recorded in the activity history.
Set it up in Granite with your own franchises, reporting periods and billing rules.