Store Mapping

Once your organization is linked and synced with Team Access, you may need to change the restaurants in your organization.

Add a Restaurant to an Organization

When you add a new restaurant to a linked organization, LiveIQ imports the employee data for that restaurant:

• LiveIQ updates data for employees already linked for that organization. This applies to allocations and available POS Profiles.

• The update process does not create duplicate employees because it uses the SSOID to determine whether to update an existing employee or to create a new employee.

• If the restaurant that you add to an organization is the Home Store for a given employee, the process updates that employee. This means that the employee is no longer linked to a Profile if they have access to the Home Store profile.

 

1. In the list of unallocated restaurants, select each restaurant that you want to add.

   If the restaurant is not listed, it may be allocated to a different organization.

   You may want to move a restaurant from another organization to your organization. In this case, de-allocate the restaurant in its current organization, then allocate it to your organization.

   1. To add a restaurant currently allocated to a different organization, click Click Here to see all currently allocated stores.

   2. Select all restaurants you want to de-allocate so you can allocate them to your organization. No data pertaining to this restaurant (employees, schedules, payroll history, etc.) will be retained.

   3. Select Are you sure you would like to proceed? to confirm.

   4. Click Re-Allocate Store(s).

2. Click Add > to move your selections to the list of allocated restaurants.

3. If you are prompted to set up the day split time, select the setting and click Save.

4. Click Save.

5. Enter values for the other settings and click Save when you are finished. 

6. Click Save and click Back to List to fill in the other settings later.

Remove a Restaurant from an Organization

When you remove a restaurant from an organization, you can no longer create schedules for that restaurant. In addition, these guidelines apply when you remove a restaurant from an organization:

• When you remove a restaurant, the End Date in the Store Mapping History pane is set to the current day.

• When you remove a restaurant, the POS Profile is also removed from the list of available options for employees. You may need to select a new POS Profile. Employees in LiveIQ can be linked to Team Access even if they do not have any POS Profiles available.

• If the restaurant that you remove from an organization is the Home Store for a given employee, the process updates that employee. This means that employees are no longer linked to a Profile if they have access to the Home Store profile.

1. In the list of allocated restaurants, select each restaurant that you want to remove.

2. Click Remove < to move your selections to the list of allocated restaurants.

3. Click Save and click Back to List to fill in the other settings later.