Setting up Enterprise Management

Enterprise Management allows franchisors to connect individual JM accounts to a central, enterprise-level (“master”) account. The master account can be used to manage, monitor, and modify connected accounts.

Adding Levels	FAQ
Adding Connections
Disconnecting Accounts
Connection Statuses

If you are interested in Enterprise Management, please contact your Sales Representative or Account Manager.

Adding Levels

Levels define the vertical tiers of your organization. Examples of levels may include corporate, region, and franchise.

Levels cannot be reordered, so please take time to decide how many tiers your organization needs before assigned connections.

Depth indicates the level's tier or order within the hierarchy, '1' being the top.

To add levels:

1. Go to Enterprise > Configure.
2. Open the Levels subtab.
3. Type the level name in the input field.
4. Click Save Next Level to confirm.

Editing & Deleting Levels

Editing Levels

1. On the Levels subtab, click the Edit Pencil in the Actions column.
2. Edit the level name.
3. Click Save to confirm changes.

Deleting Levels

Levels with existing connections cannot be deleted. Deleted levels cannot be recovered.

1. On the Levels subtab, click the X button in the Actions column.
2. Confirm the prompt to permanently delete the level.

Adding Connections

Connected JM accounts are added to levels. Existing Janitorial Manager accounts must be invited as a connection.

To add new connections:

1. Go to Enterprise > Configure.
2. Open the Connections subtab.
3. Click + Add Connection.
4. Fill in the information. Required fields are marked with an asterisk (*).
   • Level - Company's organizational tier.
   • Reports to - An existing connection from the tier above.
   • Name - The connection name, only visible within the Enterprise Management system.
   • Method - Send Invite.
5. Click Save.

Send Invite Method

When this method is selected, you must enter the invitee's email address and username.

The will be prompted to accept or decline the Enterprise invite when they log into the web portal.

Invitation example:

Cancelling Invitations

Pending invitations can be cancelled.

1. Go to Enterprise > Configure.
2. Open the Connections subtab.
3. Click the Edit button in the Actions column for a connection in the Invitation Pending status.
4. Click Cancel Invitation and confirm the prompt to revoke the invite.
   • The connection status will change to Invitation Cancelled.

Disconnecting Accounts

Accounts can be disconnected if they are no longer part of the organization.

Disconnected companies cannot be mapped to. They can be reconnected without resending an invite.

1. Go to Enterprise > Configure.
2. Open the Connections subtab.
3. Click the Edit button in the Actions column on a Connected company.
4. Click Disconnect.
   • The disconnected account is not alerted.

Connection Statuses

• Connected
• Invitation Pending
• Invitation Cancelled
• Disconnected

FAQ

Question: How can I confirm who a connection invite was sent to?

Answer: On Enterprise > Configure > Connections, click the Gear icon in the actions column on a connection to view the invitee's email address and username.

For more information, or to send in a request to the Janitorial Manager support department, use the 'Help' button in the bottom right corner of any Help Desk article.