Sub-account Role Management

With this feature, you may: customize user access permissions and implement controls based on your organization's needs across all sub-accounts. Add a user to an individual sub-account or modify existing user's access to subaccounts.

The subaccount role management feature is enabled on all Group Accounts and sub-accounts as of July 24th, 2023. Only group account owners may change user roles. 

What the subaccount role management feature enables for Foundry USA Pool members:

1. Gain the ability to manage users at the subaccount level (instead of group account level).

   1. A user who is part of a group account with 2 subaccounts could be provisioned to a single subaccount (rather than both).

2. Manage and customize user roles at the subaccount level (instead of a group account level).

   1. A user can hold different user roles (accountant, technician, or subaccount owner) which differs by subaccount (instead of being the same across all subaccounts).

3. Pool members can setup their sites as individual subaccounts and ensure the staff operating on-site only have access to information from that specific site.

How to change an existing user's access within a specific sub-account

1. Go to Foundry USA Pool (https://foundryusapool.com/) and log in using your credentials.
2. Select "Sub-Accounts" on the left-hand side menu
3. Select the dropdown menu (left-hand side arrow) for the desired subaccount you wish to change user permissions 
   
   
4. Use the "Role" column dropdown menu to the right of the user's name to select their desired role. In the example below, we are changing John Doe's user role from "Technician" to the "Accountant" user role. 
   
   
   
5. Confirm the user role change for John Doe by clicking "Update".
   
6. Congratulations, you've successfully customized user access and  permissions for the subaccount. 
   
   
   How to enable the feature for a new user on a specific sub-account:

1. Go to Foundry USA Pool (https://foundryusapool.com/) and log in using your credentials.
2. Once logged in, navigate to "User Management" on the left-hand side menu.
   

3. Click on "New User" and proceed to fill out the required form.

   

4. After filling out the form, click "Next". and select the sub-accounts to which you want to assign the user.

5. To add the user to a specific subaccount and assign a user role, expand the rows next to the user's name to open the dropdown menu. This allows you to customize their user role per subaccount. 

   1. If you need to modify access for existing users, simply expand the rows on the User Management page.

    

6. By following these steps, you can easily enable the feature for all your group accounts.