Use case

Franchise and multi-location reporting in one portal

Give every franchisee, store manager and regional lead the dashboards they need, filtered to their locations, while head office sees the whole network.

Sound familiar?

Problems this solves

Store reports are spreadsheets sent every week
Franchisees should not see each other's sales
Regional managers need a roll-up of their stores
Licensing every store manager in the BI tool is expensive
Staff turnover leaves old accounts active
Head office cannot see who uses the reports
How EmbedPortal helps

What you get

Location-level security

Map each user to a store, franchisee or region, and every dashboard filters to those rows.

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Groups for every level

Create groups for stores, franchisees and regions, each with its own dashboards and navigation.

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Clean up stale access

Access re-verification asks users to confirm they still need access, and admins can revoke sessions.

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Scheduled store reports

Email a weekly PDF or Excel export to each manager with their store's numbers.

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One navigation

Group sales, labor and inventory dashboards into folders with a searchable landing page.

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Unlimited viewers

Add every store manager without adding BI seats.

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Setup

Get started in four steps

Connect your BI tool

Add the dashboards built on your POS, ERP or warehouse data.

Choose the location field

Use store ID, franchisee ID or region as RLS keys.

Create groups

Set up groups for each franchisee and region.

Invite managers

Invite users by email or through your identity provider.

FAQ

Common questions

How do franchise reporting portals keep data separate?

Each user is mapped to one or more stores or franchisees, and row-level security filters every dashboard to those locations.

Can a regional manager see several stores?

Yes. Give the user or group several location values, or a region value that covers many stores.

Do store managers need BI licenses?

No. They sign in to your portal. Plans include unlimited viewers.

How do we remove access when staff leave?

Remove the user, use SSO so access ends with their company account, or turn on access re-verification so stale accounts lapse.

See it with your own dashboards

14-day free trial. Unlimited viewers on every plan.

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