At the Unit level, you can see analytics specifically for your selected location. The analytics are presented in various visual and list-based views to ensure in-depth knowledge at a glance.
Unit-level Settings let you configure features like questions, branding, and Rewards — unless any of these have been enforced at the Account level, in which case they'll be locked and marked with a padlock icon.
Where you're added determines your scope
There are two access types at the Unit level: Admin and Regular.
Being added as a Unit user (Admin or Regular type) scopes your access to specific Units, not the whole Account:
Added to one Unit → access to that Unit only.
Added to several Units → access to each of those Units, but nothing beyond them.
Want access to every Unit under the Account instead? That requires being added at the Account level — see Account User Access — where Admins automatically get all Units, and Regulars can be set to all Units or a selection.
What can each type do?
There are two access types at the Unit level: Admin and Regular.
Capability | Unit Admin | Unit Regular |
Access scope | The Unit(s) they're added to | The Unit(s) they're added to |
View data | Yes, for the units they have access to | Yes, for the units they have access to |
Edit Settings | Yes - for their Unit (except anything enforced at Account level) | No - The settings menu is not shown. |
Add / edit Users | Yes - for their Unit | No |
Email reports | Daily & Weekly, summarizing their Unit | Monthly & Weekly, summarizing the Units they have access to |
Live Notification recipient | Yes | Yes |
Here you see the Rewards page at the Unit level when enforcement is active.
Exclusive to the Unit level
Some features only exist at the Unit level, regardless of user type: Analytics of Consumer Insight analytics and Flexible Portal and Live Notifications setup.
Managing users
Only Unit Admins can add or edit users. Add or Edit Users at the Unit Level. Regular users must contact an Admin to add users.