User management is where you control who has access to your Fran Metrics organization, what data they can see, and what they're able to do. Only admins can add and manage users.

https://www.loom.com/share/213710bf7ae74ad9af76ccdef846eb73

Where to Find User Management

Open the left-hand toolbar and go to Manage > Users. If you don't see the Manage section, you don't have admin access — reach out to your organization admin.

The Users page gives you:

• A Create User button in the top-left corner
• User logs for tracking activity
• A list of all current users with filters for admin access and global reports access

User Roles & Permissions

Every user in Fran Metrics falls into one of these roles:

Admin — Full access to organization settings, reports, mapping, KPI configuration, and user management. Admins can see data across all assigned units.

Regular User — Can view reports and data for the specific units they've been assigned. Cannot access organization settings, mapping, or KPI configuration.

Basic User with Global Reports — A regular user who has also been granted Global Reports access, allowing them to see consolidated reports across all locations. Use this sparingly — it's usually not appropriate for franchisees since it exposes data across all locations.

Adding a New User

Step 1: Start the Create Flow

Click Create in the top-left corner of the Users page. Enter the user's basic info:

• First name