Organizations & Accounts¶

Organizations group accounts together on the Energy Substantiation platform.

Structure¶

Organization
  ├── Account 1
  ├── Account 2
  └── Account 3

• Each organization contains one or more accounts
• Each account belongs to exactly one organization
• Users are granted permissions at the organization or account level

Assigning User Permissions¶

Permissions can be assigned at two levels:

Organization Level¶

Assign a user permission on an organization to give them access to all accounts in that organization.

Use when: The user needs to work across multiple accounts.

Account Level¶

Assign a user permission on a specific account to give them access to only that account.

Use when: The user should only see or work on one account.

Both Levels¶

A user can have both organization and account permissions. When they do, the account permission overrides the organization permission for that specific account.

Use when: You want a user to have different access on specific accounts than the rest of the organization.

Example Scenarios¶

Scenario 1: Organization Admin¶

Sarah is the organization administrator. She needs full access to all accounts.

Assignment: admin permission at the organization level.

Result: Sarah can manage users and settings for all accounts.

Scenario 2: Account-Specific Trader¶

Mike only trades on one account and shouldn't see others.

Assignment: trader permission on the specific account.

Result: Mike can only see and trade on that one account.

Scenario 3: Restricted Access on One Account¶

Lisa is an org-wide admin, but for compliance reasons should only have view access on the audit account.

Assignment: - admin permission at the organization level - viewer permission on the audit account

Result: Lisa is admin on all accounts except the audit account, where she can only view.

Managing Accounts¶

Account Types¶

Each account participates in the platform differently:

Multiple Accounts¶

Organizations may have multiple accounts for:

• Different business units
• Different trading strategies
• Separation of supplier and buyer activities

Next Steps¶

• Permissions - Understanding permission levels
• API Keys - Programmatic access