Please refer to the guide below for the user roles available within CPR Encompass & each role’s capabilities within the system.
Franchise Roles
Franchise Admin
A Franchise Admin can view reporting (metrics, store visits, and interactions), store information, and users for any store within their franchise. Additionally, Franchise Admins have the ability to create, delete, or edit franchise-level Programs for any or all stores within their franchise. Franchise Admins cannot add users, but can edit roles for any user assigned to their franchise.
A franchise can have multiple Franchise Admins, so franchises with multiple owners can give each owner the same level of access if desired.
Franchise User
Franchise Users have access to all the same information as Franchise Admins, but do not have the ability to to create, delete, or edit franchise-level Programs). They are also unable to change any user’s role. A franchise can have multiple Franchise Users.
Store Admin
Store Admins can view reporting (metrics and interactions), store information, and users for any store assigned to them. Store Admins can also edit user roles for any user in a store assigned to them. A store can have multiple Store Admins.
Store User
Store Users can view reporting (metrics and interactions), store information, and users for any store they are assigned to. Store Users can be assigned to multiple stores, and stores can have multiple Store Users.
Corporate Roles
Corporate Admin
Corporate Admins have the highest level of access for any CPR user on Encompass. Capabilities for Corporate Admins are the following:
Adding users
Viewing and editing all user information
Viewing information for all franchises and their associated stores
Adding, editing, or deleting Programs created at the Corporate level
Viewing reporting for all franchises and their associated stores (metrics, store visits, and interactions)
Managing topics within the message board
Managing discussions and comments within the message board
There can be multiple Corporate Admins.
Corporate Field Support Manager & Corporate Optimization Executive
Corporate FSMs and COEs have the same capabilities in Encompass. These user roles can view information for all franchises and associated stores, as well as all users. They have the ability to view reporting (metrics, store visits, and interactions) for all stores, or just stores they are assigned to. This role can also manage discussions and comments within the message board.
Corporate Regional Manager & Corporate Area Developer
Corporate RMs and ADs have the same capabilities in Encompass. These users have the ability to view store information, user information, and reporting (metrics, store visits, and interactions) for all stores they are assigned to. This role can also manage discussions and comments within the message board.
Important Notes:
All users, regardless of role, can access the Visit Tool and complete programs assigned to them.
All users, regardless of role, can access the Message Board and start discussions and comment within discussions.
Some users can and will need to have multiple roles. To avoid redundancy, it is recommended to give a user as few user roles as possible while maintaining their abilities within the system.
To edit a user’s role in Encompass, please follow the instructions here.