Gigpro business platform account management comes in two levels, the Organizational level and the Location level. We assign all individual locations a parent Org. By accessing the Locations tab, a user can see their Org/Location hierarchy and customize it accordingly.
The name of the Organization will have the same name, info and billing details as their primary (first created) location. That Organizational information can be changed at any time. Each individual location can operate independently of an Organization, but it’s also possible to simply share managers and billing information from an Org to each Location. Favorited Pros and blocked Pros will be shared Org-wide, meaning if one location within an organization favorites a Pro, the entire org will see them as a candidate. The same behavior applies to blocked Pros.
Organizational Level
Organizational Managers have access to all locations in the organization and have the ability to make updates to the Organization or the locations, including billing and adding or removing location managers as well as posting Gigs, selecting and paying Pros for Gigs. They can also create new locations for the organization. Organizational managers can post Gigs, select and pay Pros for any location on the organization.
- To Edit an Organization, an Organizational Manager needs to click the pencil icon in the Organizational record. The three tabs "Team", "Billing" and "Info" at the top can be clicked to update the corresponding information in the tabs.
Location Level
Location managers have access to the location(s) they are attached to only. This includes updating billing, adding and removing team members, updating location info, posting Gigs, selecting and paying Pros for Gigs. Location level managers cannot make any changes to the Organization and cannot create new locations in the organization.
- To Edit a Location, a Location Manager needs to click the pencil icon in the Location record. The three tabs "Team", "Billing" and "Info" at the top can be clicked to update the corresponding information in the tabs.
Location Search Menu
The new Location Search menu is found at the bottom left of the platform under the Settings tab. Search and change your location here.
Organization and Location Billing
Organizations have a default billing setup for paying Pros. Newly created locations can inherit the default organizational billing or the location can have its own custom billing different from the default organizational billing.
To set a location to the default Org Billing, after the billing is added to the Org level:
Go back to the locations page
Click the pencil icon on the location in the locations page
Click the Billing tab
Click "Reset to Org"
To set a location to have Custom Billing
Click the pencil icon on the location in the locations page
Click the Billing Tab
Click Add Custom Payment Method
See these articles for help with the billing type you want to use.
Changing/Updating Payment Cards
Add ACH Billing to your Account
Creating a New Location
Only Organizational Managers can create new Locations in the Organization. Organizational Managers will click on the locations tab in the menu on the left and then click Add a new location under the organization. This new location will inherit the default organizational billing method.
Adding Organizational and Location Managers
Organizational managers can invite new managers to the organization or to the location(s). Click on the Locations tab in the menu, then click the person icon next to the organization or the location(s) you want to invite the manager to. Location Managers can also do this, but only for the locations they have access to. To see a list of managers for an organization or location, click the pencil icon next to the organization or Location and then click the Team tab at the top.
Removing Organizational and Location Managers
Click on the Locations tab in the menu, then click the pencil icon next to the organization or the location(s) you want to invite the manager to. Location Managers can also do this, but only for the locations they have access to. To see a list of managers for an organization or location, click the pencil icon next to the organization or Location and then click the Team tab at the top.