The AI Growth Advisor platform offers various user roles, each with distinct responsibilities, permissions, and limitations. Below is a detailed breakdown of each role, outlining their capabilities and restrictions.

1. Responsible Party (RP) User

Definition:
An RP user is assigned specific metrics and scorecards to track performance. Their role is focused on monitoring assigned data and ensuring accountability for their designated metrics.

Capabilities:

• Only the metrics and scorecards that are designated as the Responsible Party can be viewed.
• Can see all metrics within a scorecard if they are assigned to that scorecard.

Limitations:

• Cannot view metrics not assigned to them.
• Cannot access other scorecards or reports outside of their designated assignments.

2. View Only User

Definition:
A user with read-only access across the platform. They can explore all areas, but cannot make any changes.

Capabilities:

• Can view all app sections, including scorecards, reports, settings, and integrations.

Limitations:

• Cannot edit, update, or modify any data.
• Cannot invite new users or manage user roles.

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 assigned location.

Capabilities:

• Can link and disconnect connections.
• Can assign Responsible Parties (RP) from an existing list.
• Can create franchisee locations.
• Can view scorecards, goals, and reports.
• Can perform standardization conversions.
• Can edit payment information.

Limitations:

• Cannot invite new users.
• Cannot access organization-wide settings.

4. Location Admin (Franchisee Owner)

Definition:
The owner or manager of a franchise location has full control over the location's activities, including user management and reporting.

Capabilities:

• Can manage all actions within their location, including editing users, managing data, and adjusting settings.
• Can invite new users to their location.

Limitations:

• Cannot change settings at the organization level (e.g., billing, global templates, or organizational scorecards).

5. Support User (IT Team Member at Organization or Location Level)

Definition:
A technical support role responsible for maintaining system integrity, troubleshooting, and managing data across locations.

Capabilities:

• Can view audit logs.
• Can manage user rights and permissions.
• Can view integration sync history.
• Can oversee data updates across all locations.
• Can manage and troubleshoot connections.

Limitations:

• Cannot modify financial data, scorecards, or organizational policies.
• Limited to technical and support functions.

6. Organization Editor 

Definition:
A user responsible for making edits and updates at the organization level, including user management, templates, and location settings.

Capabilities:

• Can modify organization-wide settings.
• Can update and manage shared templates (e.g., ZOR Template).
• Can perform data standardization conversions.
• Can invite new users.
• Can create and manage locations.
• Can create a new organization.

Limitations:

• Cannot modify billing settings.
• Cannot deactivate the organization.

7. Organization Admin

Definition:
A high-level administrator with the authority to manage the entire organization, including settings, user management, and system configurations.

Capabilities:

• Can make changes to organization-wide settings.
• Can modify shared templates across all locations.
• Can perform data standardization conversions.
• Can invite new users and assign roles.
• Can create and manage multiple locations.
• Can set up a new organization.
• Can be granted Super Admin rights for full control.

Limitations:

• Cannot deactivate the organization.

AI Growth Advisor’s role-based access system ensures that each user has the appropriate level of control and access based on their responsibilities. Proper role assignments help maintain security, streamline operations, and enhance collaboration across multiple locations and teams.