In this article, it is explained what a user is on the platform. This includes a description of every type of user and the permissions that each of them has. The article is divided into the following sections:
- Types of user
- Superadmin users
- Restricting the information seen by a user
- Personal use of the features in the platform
- Example of users' organisation in an account
1. Types of user
There are various user roles in the platform. They are divided into the following categories:
- Client minimal
- Utility Client
Each user is determined by its permissions, which are summarised in this table:
As soon as we need to create a new user in an account, it might be difficult to properly decide which role is the most appropriate. Here, we propose a possible tree of decisions that could help you determine which is the best role you could give to your new user:
2. Superadmin permissions
The superadmin in an account is the user with most permissions. The main difference between a superadmin and an admin is that the superadmin can:
- Manage the account, being able to increase/decrease the number of datapoints in an account, to create new accounts...
- Configure an account in-bulk, which allows configuring all the account at once through an excel file.
Also, it is important to note that an admin does not necessarily have to exist in every account included in the portfolio. However, a superadmin will always be able to see the whole account portfolio.
2.1 Promoting a user to superadmin
Usually, there is one initial superadmin, but more can be created if necessary. In order to create a new superadmin, you should:
- Go to Settings > Users:
- Select the user you would like to promote to superadmin.
- Click on "Give super admin access":
Please note that only the superadmin user will have permissions to create other superadmins.
2.2 Promoting users to superadmin (in-bulk)
In case you would need to create several superadmins at once, you should follow this procedure:
- Go to Settings > Users:
- Click on the checkbox you will find next to each user email and then click on "Giver superadmin access":
3. Restricting the information seen by a user
It is important to take into account that all the users in an account with an admin or superadmin role, are able to see the settings of the account. This means that if several admin profiles coexist in one account, they all will see the whole configuration of the account, i.e. it is not possible to restrict the information that admins and superadmins are able to see.
However, for roles with fewer permissions than admins, it is possible to restrict the information that they see, by location. So, in case that several clients coexisted in one account, it would be possible to make every client see only their information.
Finally, admins and superadmins are able to create and modify the other users in the account, as users are a section inside the settings' screens.
4. Personal use of the features in the platform
There are some features inside the platform that are personal, i.e. unless they are shared can only be seen by the users who created them. These are the following:
5. Example of users' organisation in an account
Let's imagine an ESCO, offering energy services to several buildings through the use of the platform. We can imagine these user profiles:
- Energy manager in the ESCO, in charge of configuring the platform.
- Director of one of the buildings included in the platform, only willing to see if they did well by hiring the ESCO.
- Responsible for the maintenance of the building, aiming to check the load curves, look for anomalies in consumption, and create reports with the information.
- A user inside one of the buildings. Example: Children/Teachers in schools.
The recommended roles for these user profiles could be:
- Admin role for the energy manager(s) in the ESCO and superadmin role to the person in charge of managing the creation of accounts and upgrades.
- Dashboard role for the director of the building, where they will be able to see dashboards previously prepared by the energy manager(s).
- Client role for the responsible for the maintenance of their building, only allowed to see data from their building specifically.
- Dashboard role for the user inside the building, which could be used massively for energy savings' awareness campaigns.