Brand assignments

Overview

Send work from corporate to the people and stores connected to your brand. Recipients depend on linked locations and mapped brand roles.

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Send a brand assignment

Video walkthrough · 0:49Send a brand assignmentSend one form to every franchisee at once

Walkthrough of “Send a brand assignment”

Who can do thisOwnerAdmin of the organization that owns the brand

A brand assignment sends a form to every connected franchisee at once. Each franchisee gets its own assignment, using its synced copy of the form, which it can’t edit.

1. Open Brand Center, select the brand, click Assignments, then Create.
2. Assign: choose the Form, and optionally an Assignment Name. Only forms that are Force download and Force fully managed, with every copy synced, can be chosen.
3. Recipients: choose who receives it.
   • Brand Locations: every linked store in every franchisee. Add a Location Attribute to narrow it.
   • Specific Stores: only the claimed roster stores you pick. Bulk upload CSV pastes a list.
   • User Roles: people in the brand roles you pick, through each franchisee’s mapped roles.
4. Schedule: choose No Due Date, a Due Date, or a Recurring Schedule.
5. Settings: choose whether late submissions are allowed, whether others can submit, and whether to Exclude the corporate organization. Then click Create.

A franchisee that hasn’t mapped a brand role gets nobody for that role. Only stores linked to the brand are reached; see Claims.

Follow a brand assignment

Open it from Assignments. Overview shows its settings, Submissions lists what has come in, grouped by due date, and Report shows completion for each franchisee and store.

End, reopen, or delete a brand assignment

From the assignment’s row menu on Assignments, click End to stop it in every franchisee. Ended assignments are listed under closed assignments, where you can Reopen or Delete them. Delete only works when nothing has been submitted.