Adding and managing users
The IBM® provisioning team works with a main contact from your company to set up an account. This person from your company is considered the account administrator. Users with the account administrator role can manage organizations and applications within the account. An organization is a subdivision of an account. For example, an account administrator might decide that they need an organization for each department in their company to ensure that employees have the access that they need to do their jobs. When users are added to an organization, they are also automatically added as a member of the account to which that organization belongs.
The account name is listed first in the page header, followed by the organization name. If you have access to more than one account or organization, you can switch between them using the menu.
All users with access to Envizi Supply Chain Intelligence are able to view the User management page by clicking from the side navigation menu of Envizi Supply Chain Intelligence.
User roles
The following table defines the scope of permissions granted to each user role within the Envizi Supply Chain Intelligence.
| Permission | View-only user* | General user | System administrator | Application administrator |
|---|---|---|---|---|
| View dashboards, data, and reports | Yes | Yes | Yes | Yes |
| Create and download data exports | Yes | Yes | Yes | Yes |
| View user list | Yes | Yes | Yes | Yes |
| Manage action plans | No | Yes | Yes | Yes |
| Manage users | No | No | Yes | Yes |
| Manage data (job manager) | No | No | Yes | Yes |
| Sync data with Envizi ESG Suite Scope 3 | No | No | Yes | Yes |
| Customize the application | No | No | No | Yes |
| Change the organization name | No | No | Yes | Yes |
| Delete data through API | No | No | Yes | Yes |
Adding users
After the user creates an IBMid, organization administrators can add the user to Envizi Supply Chain Intelligence.
- Log in to Envizi Supply Chain Intelligence
- From the side navigation menu, click .
- Click Add user .
- Add the user's details to the form:
- Enter the user's name.
- Enter the same email address that was used to create the user's IBMid.
- Select the access groups to which you would like to add users. Note: Users are automatically added to the general user group in Envizi Supply Chain Intelligence. Users' access groups can be modified to grant additional access.
- Click Add. An email is sent to the user with instructions for how to log in to the Envizi Supply Chain Intelligence.
Searching for a user
Search for users within an organization by completing the following actions:
- From the side navigation menu, click .
- In the Search for users field, enter a username or email address.
Modifying user's access groups
System administrator can modify an existing user's access group by completing the following actions:
- From the side navigation menu, click .
- In the user's row, click the overflow menu icon and then select Edit user's access groups.
- Select the required access groups and click Save.Note: Users are automatically added to the general user group in Envizi Supply Chain Intelligence and cannot be removed from this group.
Removing a user from an organization
System administrator can remove a user from an organization by completing the following actions:
- From the side navigation menu, click .
- In the user's row, click the overflow menu icon and then select Remove user from org.
- Click Remove.
Deleting a user from an account
An account administrator can delete a user from an account which removes access to all organizations of the account by completing the following actions:
- From the side navigation menu, click .
- In the user's row, click the overflow menu icon and then select Delete user from account.
- Click Delete.
Changing an organization name
System administrator can change the organization name by completing the following actions:
- From the side navigation menu, click .
- Click the
icon next to the current organization name.
- In the Edit organization name window, enter the new Organization name.
- Click Save organization name.