Administrator Types

All Scope 5 users are administrators of one type or another. The following table illustrates the differences between the types:

Admin Type	Scope of Control	Privileges
Account	All nodes	Full control
Sub-Account	Assigned node and all nodes below	Partial control
Supervisor (Auditor)		Read-only
Data Provider	Specific tracker set	Limited control

 

Account Administrators

These are 'super-users'. It's generally good practice to appoint only a small number of account administrators. Account administrators have the full set of privileges and are always assigned to the top level node in the account (and therefore have visibility into and control over the entire account). Anything that applies to the entire account - such as Preferences & Settings, Tracker Alert Thresholds, Exchange Rates, Themes, and Tags - are only visible and modifiable by Account Administrators.

Sub-Account Administrators

These are administrators that generally (but not necessarily) play some sort of managerial role in the organization's sustainability programs. They can be assigned at any node (from top level all the way down to an individual tracking node) and will have visibility into and a high degree of control over the node to which they are assigned and all nodes below it. 

Sub-account administrators can run charts and reports for the nodes over which they have control. Depending on system settings (determined by account administrators) they may also be allowed to create and edit trackers and invite other administrators. See Organization > Preferences & Settings.

Here are some key differences between Account Admins and Sub-Account Admins:

Feature	Account Admin Privileges	Sub-Account Admin Privileges
Hierarchy	Add, edit, delete, view	Edit, delete, view
Custom Resources	Add, edit, delete, view	Edit, delete, view
Tags	Add, edit, delete, view	Add to trackers on their node and below Not able to view on the organization tab

 Published Reports, Forecasts, and Storyboards are currently not available to sub-account admins.

Supervisor

Supervisor administrators have read-only privileges over the node to which they are assigned and all nodes below it. This role can be useful for auditors.

Data Provider

Data providers are administrators that are limited to data entry for a specific set of trackers. They are presented with a very limited user interface that is intended to focus them on data entry with minimal distraction. See related article in this forum.

Facility Managers - Data Provider or Sub-Account Administrators?

Many organizations delegate data entry tasks for a specific subset of the organization's data to individuals that are facility managers or equivalent. Depending on the culture of the organization and its sustainability program, these managers can be made sub-account administrators or data providers. Making them sub-account administrators encourages a higher level of engagement by giving them the functionality to run reports and charts. Making them data providers streamlines their user interface and focuses them on the task of data entry. An additional consideration is that data providers can be given control over a specific set of trackers regardless of the nodes spanned by those trackers. 

Combining Administrator Types

Individual users can be given multiple administrative roles by editing their administrations. For example, a user could be assigned as a sub-account administrator over two separate 'sub-hierarchies' of the organization. In another example, a user could be assigned as a sub-account administrator over a specific 'sub-hierarchy' but as a supervisor administrator over the entire organization hierarchy.

Note the following with respect to assigning multiple administrator types to the same administrator:

1. If an administrator is assigned an account administration, that user should not be assigned any sub-account administrations.
2. The application does not support combining a data provider administration with any other administrator types.