AutyFi User Roles

Definitions, Capabilities, and Limitations

1. RP User (Responsible Party User)

• Definition:
  • A user is designated the platform's responsible party for specific metrics. Their role focuses on tracking and managing the performance metrics assigned to them.
• Capabilities:
  • You can view only the metrics and scorecards where they are set as the Responsible Party.
  • You can view all metrics on a scorecard if they are assigned to that scorecard.
• Limitations:
  • They cannot view metrics not assigned to them or associated with a scorecard to which they are assigned.

2. View Only

• Definition:
  • A user with read-only access to the platform. They can explore all areas of the application but do not have permission to make any changes.
• Capabilities:
  • You can view all app areas, including scorecards, reports, settings, and other application parts.
• Limitations:
  • Cannot make any changes to the application.
  • Cannot invite new users.

3. Location Editor (Franchisee's Employee)

• Definition:
  • A user typically employed by a franchisee is responsible for managing connections, editing data, and viewing reports within their location.
• Capabilities:
  • Can link and disconnect connections.
  • Can assign Responsible Parties (RPs) from an existing list.
  • Can create franchisees.
  • You can view scorecards and goals.
  • Can run and view reports.
  • Can perform normalization conversions.
  • Can edit payment information.
• Limitations:
  • Cannot invite new users.

4. Location Admin (Franchisee Owner)

• Definition:
  • The owner of a franchisee location has comprehensive control over all activities within their area, including user management.
• Capabilities:
  • Can perform all actions for their respective locations, including editing and inviting users to their locations.
• Limitations:
  • Cannot make changes at the organization level, such as settings, scorecards, billing, or any other organizational-level settings.

5. Support User (Organization or Location IT Team)

• Definition:
  • A user from the IT team, either at the organization or location level, is tasked with maintaining the platform's technical aspects and ensuring data integrity.
• Capabilities:
  • You can view audit logs.
  • Can manage user rights.
  • You can view sync history.
  • Can manage data updates across all locations.
  • May manage connections.
• Limitations:
  • No specific restrictions are mentioned beyond those implicit in the role's focus on support and IT functions.

6. Organization Editor

• Definition:
  • A user is responsible for making edits and updates at the organizational level, including templates, user management, and location settings.
• Capabilities:
  • Can change organizational settings affecting all users.
  • Can modify the ZOR Template shared across the organization.
  • Can perform conversions.
  • Can invite new users.
  • Can change locations.
  • Can create a new organization.
• Limitations:
  • Cannot change billing settings.
  • It cannot make the organization inactive.

7. Organization Admin

• Definition:
  • A high-level user with the authority to manage the entire organization, including settings, user management, and template configurations.
• Capabilities:
  • Can change organizational settings affecting all users.
  • Can modify the ZOR Template shared across the organization.
  • Can perform conversions.
  • Can invite new users.
  • Can change locations.
  • Can create a new organization.
  • Can be granted Super Admin rights.
• Limitations:
  • It cannot make the organization inactive.