There’s no single “correct” setup — it’s whatever matches how your company actually works. Here’s the range of what other companies do, from the simplest setup to the most involved:
If your company only sells one brand, you don’t need this role at all — there’s no second brand to separate from.
If a brand only has a handful of stores, scope its Brand Manager role to those specific stores directly — “nationwide” doesn’t mean much at that size.
If your company sells several distinct brands nationwide, give each one its own role — e.g. “[Brand Name] Brand Manager” — scoped to just that brand, so a manager for one brand never sees another’s numbers.
If your company is just getting started, one Area Manager role can cover everything, until the store count grows enough to justify splitting it up.
If your company only has a handful of stores nationwide, skip formal regions — just hand an Area Manager role a specific list of stores directly.
If one region has grown too large for a single person to manage well, split it into two or more Area Manager roles, each with a smaller slice of stores.
If a store runs fairly independently, the default — just their own store — is usually all that’s needed.
If a store wants context on its own performance, give its Store Manager view-only access to a few comparable stores nearby, turning “are we doing okay?” into a real comparison.
If staff just need the day-to-day view for their own store, the default already covers that.
If some staff take on more than their title suggests — running a weekly Pulse check-in once available, covering for a manager on a day off — give them a bit more access to match how they actually work.
If your access doesn’t quite match how you actually work, that’s worth raising with an administrator — it can always be adjusted.
Pulse and Memos already work fine for a Store Manager on their own. Adding an Area Manager — with stores actually assigned to them — unlocks something different: a view across stores, not just within one.
Once stores are assigned, an Area Manager can generate a weekly AI summary combining every assigned store's Pulse check-in, KPIs, and memos. That surfaces things a single store's data never would, for example:
The same stockout showing up at multiple stores
One store holding conversion steady despite weak traffic — worth understanding why
A service technique working well at one store that could be shared with others
A merchandising change at one store worth trying elsewhere
Without an Area Manager assigned, none of this happens — each store's Pulse just sits there, unreviewed and uncompared. Brand Manager works the same way, just scoped to one brand instead of one region.
New to roles? See "[New Flow] What are Roles & Access?" for an overview, or "[New Flow] Roles & Access Reference" for the full permission tables.
If you have any questions or feedback, please contact support at [email protected].
