SmartRec aims to align as closely as possible with the way organizations are structured. And while most organizations that use SmartRec are single entities managed through a single SmartRec store, the software can also accommodate larger organizations that may employ a hub-and-spoke structure. These organizations are typically made up of a central head office, with multiple “child” locations under their purview.
Amilia's Multi-location management is designed for such organizations.
How it works
A Multi-location management configuration consists of a Parent account and Child accounts, where the former (Parent) has full control over the latter (Children).
Parent accounts have a yellow banner to distinguish them from regular Amilia SmartRec stores.
The Parent can, among other things:
Use 'Network settings' to determine what multi-location management features are available to Child locations.
Manage the permissions granted to Child locations.
Create and manage Network Memberships and make them available to Child locations or allow Child locations to create their own memberships.
Create and manage Activity Templates and make them available to Child locations to import and sell in their local SmartRec store.
Create Network Tags and Centralized Forms that are available to Child locations.
Gain visibility into every Child location in its Network through Network reports and analytics.
The Parent determines the scope of what Child locations can accomplish, and Child locations are bound to the permissions they’re granted by the network Parent.
Based on their granted permissions, Child locations may:
Import Network memberships and create local memberships (local memberships are the same as memberships in single-instance accounts).
Import network activity templates or create local activities.
Import and manage client accounts across all locations (e.g., branches, etc.) connected to the Parent.
Benefits of Multi-location management
Automate and simplify recurrent business processes – Network memberships and activities created at the Parent-level are made available to all Child locations under the network Parent.
Enhance your efficiency while reducing human error – Centralized management saves organizations time and is less error-prone than distributed management.
Scale more easily and with accrued confidence – As a network Parent, you can add Child locations to your network as your organization grows.
Enforce brand unity across all locations – Multi-location management ensures all Child locations adhere to branding guidelines, preserving the look and feel of your organization to ensure consistent member experiences across the network.
Easier, more accurate data visualization – Network Reports and Analytics let you quickly view metrics across all your branches/locations.
Help content related to Multi-location management
These articles are specific to Multi-location management, and can be viewed by the network Parent, and/or Child locations.
This article is for Child locations with permission from the network Parent to search the network in the Clients tab. Not all Child locations can use the Network search in the Clients tab.
The network Parent must enable 'Network accounts' in their network settings to allow Child locations to search the Network in the Clients tab.
⚠️ If a Child location does not have access to search the network, they may refer to this article in our Help Center: Create and manage a client account.
This article explains how the network Parent creates network activity templates for Child locations to import. Child locations can also use this article for instructions on how to import an activity template to their location so they can sell it in their local SmartRec store.
The network Parent must enable 'Activity templates' in their network settings to allow the creation and management of activity templates at the Parent level. This setting also restricts Child locations from creating their own activities. They must import network activities from the Parent.
⚠️ If a Child location has the ability to create their own activities, they may refer to this article to find out how to create programs and activities to sell in their local SmartRec store: Create your programs.
This article explains how the network Parent can create and share network memberships with Child locations in its network. This article is intended for network Parent-level admins only.
The network Parent must enable 'Network memberships' in their network settings to allow the creation and management of memberships at the Parent level. Additional network settings will determine if child locations have the ability to create their very own memberships, or if they must import memberships from the Parent.
This article is for Child locations, and explains how to import a network membership for the network Parent. It`s up to the network Parent to decide if Child locations can import network memberships, and whether they also have the ability to create their own memberships locally.
The network Parent must enable 'Network memberships' in their network settings, as well as 'Allow child organizations to independently create and manage memberships' if they want to give Child locations the ability to create memberships locally.
⚠️ If a Child location has the ability to create local memberships, they may refer to this article to find out how to create and manage local memberships: How to create memberships.
This article is for Child locations that want to learn more about network membership relocation, which allows you to move a member's network membership from one home location (origin) to another (destination), for billing and reporting purposes.
The network Parent must enable 'Network memberships' and 'Allow child organizations to relocate a membership to another child organization' in their network settings if they want to give Child locations the ability to relocate network memberships.
6. Network tags
This article is for network Parents and Child locations looking for information on Network tags, which are tags created by network Parent and made available to Child locations in Account > Tags.
The network Parent must enable 'Network tags' in their network settings to allow the creation and management of network tags at the Parent level, and the ability to share network tags with Child locations.
⚠️ If a Child location does not have the use of Network tags, they may refer to this article in our Help Center about local tags: Tags.
This article is for network Parents that need to create and assign admin permissions for their organization, and even Child locations.
The network Parent must enable 'Centralized permission management' if they want to be responsible for managing admin permission groups for Child locations. If they do, Child locations cannot manage their own permission groups for their location.
⚠️ If a Child location does have the ability to create their own admin permission groups, they may refer to this article in our Help Center about creating local permission groups: Manage admins and permission groups.