Introduction

Accounts and users are the core data types in the portal; it is crucial to understand the difference between these two in order to successfully use your portal.

Accounts

  • Account: (sometimes referred to as Tenant) is an Account created for an end-user.
  • Account Type: You can have different types of accounts.  For example, a parent company vs local site or distributor vs end customer. This is used to present different dashboards based on account type or to enforce different billing plans for the customer.  By default, an account has no account types.
  • Child Account: An account can have child accounts. All users of the parent account will have access to the child account but not visa versa.
  • Parent Account: See Child Account

Users

  • Account Users: These are the end-users of the portal.  Account users can be linked to one or more accounts.  There are two types of account user roles: Admin (TA) and Limited (TU). The roles are account-specific.  Custom dashboards can be limited to either role. Admin users can add and remove users to their accounts.

  • Super Admin: These users are for internal admin and developer access only.  Not for end-users. This is the highest level of access.

  • Super User: This user is similar to Super Admin except it does not have access to the custom dashboard code. All other permissions are the same.