Articles
Create an Organization
Overview Within service minder , we refer to the Organization as an account under the Brand . An organization is operated by the franchisee and the Brand is operated by the franchisor. Another way to think of it is each org is a location. One ...
Deploy to Organization
Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
Transfer or Close Organization
Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "del...
Support Ticket Templates for Brand Admins
Overview As a Brand Admin or Onboarding Specialist, you may find yourself sending in the same requests to our service minder Support team but are unsure of what is the best way to frame those requests. This would be things like having our team a...
Managing Users and Service Agents in Organizations
Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard.
This article will review:
Settings and Navigation
Managing Users
Managing Service Agents
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