Instead of a single “share everything with everyone” model, Sharing Groups allow you to define what data is shared and between which specific stores.

Why Sharing Groups Exist

In franchise and multi-location businesses, data ownership matters. Different store owners often need different levels of visibility and control.

Common real-world scenarios include:

• One owner operates multiple stores and wants to share customers only within their own locations
• All stores want to share customers, but not gift cards or store credit
• Corporate wants visibility into all stores, while stores remain isolated from each other

Sharing Groups were built to support these scenarios without workarounds or manual data management.

What Can Be Shared

Each Sharing Group lets you choose exactly what data is shared between the selected stores.

Depending on your configuration, this may include:

• Customers
• Customer-related data (such as store credit, deposits, memberships)
• Gift cards

Important: Some data types depend on others. For example, sharing store credit requires customer sharing to be enabled as well.

Enabling Sharing Groups

To enable this feature, navigate to:

Corporate Account Settings → Multi-Location Settings

Select Sharing Groups for the Sharing mode

Once enabled, a new interface becomes available, allowing you to create, edit, and manage Sharing Groups.

How Sharing Groups Work

A Sharing Group is a logical container that answers two questions:

• Which stores are part of this group?
• What data is shared between those stores?

Only stores inside the same group will share the selected data with each other. Stores outside the group will not see or access that data.

You can create multiple Sharing Groups to support different sharing rules at the same time.

Example 1: Private Owner Group

Scenario:
Nikita owns three stores within a franchise. He wants customers, credits, and gift cards to be shared only between his own locations.

Setup:

1. Create a new Sharing Group using the + button
2. Select the data types to share (for example, Customers)
3. Select Nikita’s three stores
4. Save the group

Result:
All selected data is shared only between Nikita’s stores. No other franchise locations can see or use this data.

Example 2: Mixed Sharing Model

Scenario:
All stores want to share customers across the franchise, but store owners want to keep gift cards private.

Setup:

1. Create a Sharing Group that includes all stores and enable Customer sharing
2. Create separate Sharing Groups for each owner’s stores with Gift Card sharing enabled

Result:
Customers are visible across all locations, while gift cards remain usable only within each owner’s store group.

Default Behavior and Important Notes

• If a store does not belong to any Sharing Group, it does not share any data by default
• The Corporate Account continues to share data with all stores by default
• Sharing Groups affect only data sharing - they do not change ownership, reporting, or financial separation