Accounts and Access Rights
IN THIS ARTICLE
Account Types and Default Access Rights
There are 2 different Account Types: Business Account and Personal Account.
Account Type: Business Account
AKA, the account owner. This account represents the collective giving of the company, and has access to all company level features. Each company will have only one business account tied to it.
Look out for the blue header to tell you're in the Business Account.
Account Type: Personal Account
Everyone on B1G1 has a Personal Account. This account represents the individual giving of either the main business owner or the employees of the company. If you wish to separate your business contributions from your personal contributions, you can make use of your Personal Account to do so.
Look out for the yellow header to tell you're in the Personal Account.
There are 4 different levels of Access Rights: Account Owner, Company Administrator, Business User, and Employee User.
Access Right: Account Owner
There is only one user at this level and it is automatically assigned to
Access Right: Company Administrator
As shown in the summary table below, the Company Administrator has the next greatest level of access and is recommended for those key users and decision makers in the business. By default, the main Business Account holder is a Company Administrator and this person can then upgrade other accounts to a Company Administrator. It is recommended to keep the number of users at this level to a minimum and review this access regularly.
Access Right: Business User
Access Right: Employee User
Every business can invite a limited number of employees to create their own personal B1G1 accounts that sit under the main Company Account. This is where Employee Users can access and utilise their Impact Tokens provided by the company or do their own giving. All impacts created under an Employee User account will be added to the total Company Impact count and across the Sustainable Development Goal impact counts.
Summary of Account Access
|Account Owner||Company Administrator||Business User||Employee User|
|Access personal B1G1 account||✅||✅||✅||✅|
|Create personal Giving Stories||✅||✅||✅||✅|
|Create company Giving Stories||✅||✅||✅||✗|
|Access 'Share' section of dashboard (Impact Widgets, Gratitude Certificates, Media Kit, and more)||✅||✅||✅||✗|
|View company's Impact reports||✅||✅||✗||✗|
|Manage team accounts||✅||✅||✗||✗|
|Manage Impact Tokens||✅||✅||✗||✗|
|Manage credit card used for fees (membership/Impact Tokens)||✅||✅||✗||✗|
|Manage credit card used for company's giving||✅||✅||✗||✗|
|View billing history||✅||✅||✗||✗|
|Change billing cycle for auto (monthly) Giving Stories||✅||✅||✗||✗|
|Amend company profile||✅||✅||✗||✗|
|Upgrade or cancel membership||✅||✗||✗||✗|
Changing Access Rights
Any Company Administrator is able to add or remove permissions for the Administrator role and the User role. Head to Company Profile > Manage Accounts to adjust these settings as needed.
Can ANY Company Administrator add or remove permissions for the Administrator role and the Business User role?
Yes, please note that any account with the Administrator role can add or remove permissions for other Administrators.
I am on the Billing page for my company, but why can't I change the credit card used for our membership?
Only the Account Owner or a Company Administrator can change the credit card used for membership.
How do I switch from my Company account to Personal account?