Skip to main content

Accounts and Territories

What This Is​

The Accounts module is backed by Franmantra's territory system. It helps franchise teams organize account or location records, assign related contacts, communicate with them, and control how records are shared.

This is different from a Franmantra login account. In this module, an account is a business or territory record managed inside the current workspace.

The account list shows the available business or territory records. Available columns, actions, and details depend on your permissions.

What You Can Do​

  • Create account records with a business name, email address, and active or disabled status.
  • Import accounts from CSV or export the current account list.
  • Open an account to review its details.
  • Assign contacts to an account.
  • Work with account communication by email, SMS, WhatsApp, or phone when the corresponding channel is available.
  • Review appointments, notes, and documents related to an account.
  • Share an account with eligible users or accounts.
  • Turn sharing on or off.
  • Delete records when your role allows it.

Before You Start​

  • Confirm you are in the correct agency or sub-account.
  • Confirm the Territory module is enabled.
  • Confirm your role has Territory read or write permission.

Example​

An agency manages several franchise locations. Create one account record for each location, assign the relevant contacts, and use the account details page to keep communication and supporting information in the correct location context.

Notes​

  • Accounts may appear in the main navigation or under its overflow menu, depending on navigation customization.
  • The business name cannot be changed after an account is created; its email address and status can still be updated.
  • Shared records can have pending, accepted, or rejected states.
  • Use Roles and permissions to control who can view or change accounts.