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Envizi Access Level and Access Role Explained

A user login in Envizi has two attributes that determines what the user can see, and what the user can do in the platform - Access Level and Access Role.

Access Level

Access Level determines what data a user is able to see. In general there are 4 access levels in Envizi - Organization, Group, Location and Tag.

Organization - highest level of user access in Envizi. User is able to view and see data for the entire organization.

Group - in Envizi, Group is a collection of Locations. User with Group level access is able to view and have access to data in all locations that are part of a Group. A user may also be managing multiple Groups at the same time, this means the user is able to see data in all locations under any of user’s managed Groups. When it comes to access control, different types of Group - Classification, Portfolio or Facility - are all being treated in the same way.

Location - location level user is able to view and access accounts, meters, programs and issues data within a single location. Location level user can only see data in one location. If a user requires to have access to more than one location, the user should be set up as a Group level user.

Tag - tag level user has access to all accounts and meters that have been assigned a specific tag, within the entire organization. A tag level user may have access to accounts and meters belonging to different locations, as long as they all have the same tag.

Envizi also provides module specific user types, such as Value Chain Users, or Portfolio Manager Users. For a full list of user types in Envizi and where and how they can be used, please refer to this page.

Access Role

Access Role determines the ability of a user to make data changes in Envizi. In general, there are 3 Access Roles in Envizi - System Administrator, General User and View Only.

System Administrator - highest level of access role in Envizi. A System Administrator user is able to make changes to any data in the platform, set up new groups/locations/accounts/meters, create new logins, update existing users' access role and level, change organizational settings, create new programs, delete unwanted data, and many more.

General User - the most common user access role. A General User is able to capture new account records, answer survey questions, loading data files, upload attachments, create new programs Actions and any activities that are required for the upkeeping of data in the platform. However a General User is not able to change the main structure and entities of reporting hierarchy, such as creating new accounts, or set up new groups or locations.

View Only - as the name suggests, View Only user does not have the right to change any data in the platform. A View Only user is only able to view data in the platform, access dashboards, run reports and any other activities that do not require change of data.

Tag Level user

A Tag level user can be either a General User, or a View Only user, but can not be a System Administrator user.

For how to set up a login with the appropriate Access Level and Access Role, please refer to Create New Users.

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