At the Account level, you can see the overall analytics for all underlying Units (locations). These analytics are presented in various visual and list-based views to ensure in-depth knowledge at a glance.
Account-level Settings also let you manage features such as Pulse questions and branding — you can leave these open for reconfiguration at the Unit level, or enforce them so they apply to all Units.
Where you're added determines your scope
There are two access types at the Account level: Admin and Regular.
Users can be added either at the Account level or the Unit level — this is separate from, and just as important as, their Admin/Regular type:
Added at the Account level (this document):
Admin type → automatic access to all Units under the Account.
Regular type → access to all Units, or a selected subset — chosen when the user is added.
Added at the Unit level instead → access is limited to just the Unit(s) they were added to, however many that is. See Unit User Access for details.
What can each access type do?
There are two access types at the Account level: Admin and Regular.
Capability | Account Admin | Account Regular |
Access scope | All Units, always | All Units, or a selected subset chosen at setup |
View data | All Units, from both Account and Unit level | All Units by default; access can be limited to specific Units |
Edit Settings | Yes - at both Account and Unit level | No - The settings menu is not visible |
Enforce settings on Units | Yes | No |
Add / edit Users | Yes - at both Account and Unit level | No |
Email reports | Monthly & Weekly, summarizing the whole Account | Monthly & Weekly, summarizing the Units they have access to |
Live Notification recipient | Yes | Yes |
Here you see the Rewards configuration page available to Admin users. Note the settings menu and the enforcement button.
Exclusive to the Account level
Some features only exist at the Account level, regardless of user type: Scoreboard analytics, Goals configuration, settings for Units, Groups, QR URLs and the ability to Enforce Settings across Units.
Managing users
Only Admins can add or edit users. See Add or Edit Users at the Account Level. Regular users must contact an Admin to add users.