Workiz allows you to manage several Workiz accounts/ franchises from one master account.
The franchise option allows an existing Workiz account to share all access with another existing Workiz Account.
Enabling The Franchise Add-on
Open the profile menu by clicking the top right cog wheel icon.
Click the “Franchises” option from the left navigation.
This page will list your franchises and allow you to access them or make changes.
To invite a franchise to share account access with you click “Invite Franchise”
In the popup window enter the email of the person you wish to share access with.
Hit Send and the invite will be sent.
Authorizing Access As A Franchise
Once you got an Email with a franchise invite, open the Email and copy the added invite code.
In your Workiz account go to “Account” from you profile menu.
Scroll down and click the “Connect as franchise button”
Next, paste in the invite code from your email, check the box acknowledging that you are allowing the master account to take control of your account and submit.
Accessing a Franchise.
Within the Franchises section, you can view and filter the list of your connected franchises.
You can access each one of them by click the “Access” button in each row.
This means you will now log in as your current user to that franchise account.
Whatever restrictions created for you in your master account will port over to the franchise account.
So, if you are not allowed to cancel jobs the same would apply to the sub-account.
To go back to your master account open the profile menu and click “Master Account”