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Franchise & multi-location

Run franchise locations as separate, isolated organizations under one HQ. Locations join with a one-time code; HQ gets a cross-location rollup of requests, SLA, CSAT, agents, and billing.

Where:
Settings → Franchise / multi-location · Admin → Locations
Permission:
MANAGE_CHILD_ORGS · VIEW_ORG_ROLLUP
Updated:
July 2026

Overview

  • Each location is its own organization with fully isolated data, agents, request queue, and SLAs; one location never sees another.
  • Locations join with a one-time invite code — the HQ and the location can be completely separate accounts and owners. Codes are single-use, revocable, and can carry an expiry.
  • The HQ Locations console rolls up open requests, SLA breaches, CSAT, active agents, and combined MRR — and only ever your own subtree, never another franchise's data.
  • HQ can push its branding (logo + brand colors) to every location in one click; locations can re-customize afterward.

Step by step

  1. 01

    Invite a location (HQ admin)

    Settings → Franchise / multi-location → Generate code. Add a label like 'Downtown', then copy the code — it's shown once. Send it to the franchisee. This surface is available even before you have any locations, so it's where you start.

  2. 02

    Redeem the code (franchisee admin)

    In the location's own workspace: Settings → Franchise / multi-location → Join a franchise → paste the code. Their organization attaches as a location under your HQ. Both sides are verified — HQ issued it, the franchisee accepted.

  3. 03

    Review the rollup

    Admin → Locations (appears for HQ once a location joins). See per-location open requests, SLA breaches, CSAT, and agents, plus combined MRR, billable seats, and active subscriptions across every location.

  4. 04

    Push branding and manage locations

    Admin → Locations → Push branding copies HQ logo + colors to all locations. Detach a location anytime — it returns to a standalone organization with its data fully intact, it just stops rolling up.

Good to know

  • Own several organizations under one login already? Admin → Locations lets you attach those directly, no code needed.
  • Shared a code by mistake? Revoke it from Settings → Franchise / multi-location before it's redeemed — codes are single-use and revocable.
  • Need to standardize intake across locations? Set up the request types and SLAs at each location today; central template push beyond branding is on the roadmap.