Planning your Mysa HQ hierarchy structureUpdated 10 months ago

When a company is managing a large portfolio of Buildings, Thermostats and Users, best practice is to plan your structure or hierarchy in a manner to ensure it will scale well. For each specific Region you’ll want to create a Site or Sites and then add Groups within the Site where the devices (Thermostats) are added into their respective Group. Site and Group names are organized numerically and alphabetically and can be viewed in ascending or descending order.

Inviting team members as a National Manager will give them full access to all Regions, Sites, Groups and Thermostats. Inviting team members as a Regional Manager you can specify if they have Building level access or for specific thermostats only. 

Regional managers control groups of sites within Mysa HQ. Regions are normally created based on geographic locations such as states or counties, operations manager allocation of sites, utility load servicing entities, or local franchise managers. Regional managers can create and edit schedules, lockouts, devices, or site managers within their region.

Site managers control single sites within Mysa HQ. Site managers are typically the in-store manager, shift lead, or facilities maintenance staff who are concerned about the operations of one location. Site managers can create and edit schedules, lockouts, and control devices at their assigned site.