An Organization is the foundational entity within Fran Metrics. Each organization represents a unique company that uses the system. It is composed of one or more Units, and includes users with distinct roles responsible for data management and reporting.
The system ensures each organization is uniquely named and configured for seamless KPI tracking, integrations, and reporting.
Who Can Create or Manage an Organization?
Only specific user roles are authorized to create or modify an organization:
- FM Users and SA Users — Can set up new organizations
- Org Admin Users — Can edit the configuration of an existing organization
Organization Setup Tabs
When creating or configuring an organization, the following tabs are available:
- Main Info — Basic organization details (name, contact info, branding)
- Customization Info — Custom labels, terminology, and display preferences
- Report Settings — Configure how reports are generated and displayed
- Unit Configuration — Define the structure and settings for your locations
- Evaluation Setup — Configure evaluation forms and scoring
- Segmentation — Group and segment your units for comparative reporting
- Smart Mapping — Automated rules for mapping data fields to report categories
- Google Reviews — Connect and configure Google Business Profile review tracking
Each tab plays a distinct role in the setup process. See the sub-pages below for detailed guides on each tab.
Main Info