Empower Store Owners and Managers to Run Their Own Site Visits (No Corporate Oversight Needed)

Location admins can now create, configure, and complete site visits for their own location without waiting on a franchisor admin to initiate one. Franchisor-led site visits are unchanged, and HQ can still see everything.

Before this change:

• Location admins had to wait for a franchisor admin to create a site visit before they could run one
• Self-directed compliance checks weren't possible 
• Gaps often surfaced during formal visits instead of being caught earlier

Owners and managers can now get ahead of it.

Who Gets this Access?

This is not on by default. An HQ admin has to grant it. The flow is:

• The location owner or location admin is made eligible for site visit creation under Settings -> User Roles.
• HQ creates a user role (for example, “LAs with site visit management”), turns on the site visit creation permission, and adds the relevant LAs or location owners to that role.
• Or, enable site visit creation for the user role which has been assigned to the location admins

Once an LA has ‘create’ access, they get the full set of actions for their own visits:

• schedule and conduct visit

• create templates

• edit, delete or archive

• pause site visit 

• duplicate a template

• view, download and share reports

• send reminders to reviewers

• create visit tasks

How It Works

1. Location admin creates a site visit or duplicates a visit created by HQ

From the Site Visits section in Delightree, a location admin with the right permissions can create and configure a site visit for their own location. Cross-location access is not permitted  each location admin can only create visits for their own location.

An LA can also copy any Franchisor-created visit that's been made available to them and use it as a head start. The copy is fully independent. It has no live link back to the original, and from that point on it behaves like any other Location Admin created visit.

What carries over and what resets:

Any resource linked to the duplicated site visit will be accessible for the Location Admin during duplication, and if they delete it from the edit form, they can't access it again, they need to delete the draft and duplicate the template again.

2. Run the visit and capture the results

The site visit flow works the same way it does for franchisor-led visits. Complete the visit, add notes, and submit — all within Delightree.

3. Franchisor admins can view it — with clear separation

Franchisor admins can see location-admin-created visits in the Site Visits section, with filters and visual labels to distinguish them from franchisor-led visits. The default view shows franchisor-led visits — they can filter to include or exclusively view location-admin-created visits.

Setup for Franchisor Admins

Permission update required. Location admins don't have site visit creation access by default. Franchisor admins need to update user role permissions for any location admins who should be able to create site visits.

Franchisor-led site visit workflows are completely unchanged. Creating and assigning site visits to franchisor users and location admins works exactly as before. This is an additive capability for location admins only.

Need a refresher on these? Check out the article here 

Quick Recap

• Location admins can now create and run site visits for their own location
• Franchisor-led site visits are unchanged
• Franchisor admins can see location-created visits, with filters to separate them
• Franchisor admins must update role permissions for any location admins who should have access