How is data access controlled between different organizations?

SBX Connect uses a hierarchical account structure to organize and manage access across your organization.

Overview

The account management system is designed to:

• Reflect your organizational structure - Accounts are organized in a hierarchy that mirrors your business units, and / or locations
• Control access appropriately - Users can only view and manage accounts at their level and below
• Ensure data security - Customer data is separated by account, preventing unauthorized access across organizational boundaries
• Apply permissions consistently - Role-based permissions automatically cascade down through the account hierarchy

How It Works

Hierarchical Structure

Accounts are organized in a tree structure with parent and child relationships. For example:

• Corporate (Top level)
  • Region A
    • Location 1
    • Location 2
  • Region B
    • Location 3

Access Control

When you log in to SBX Connect, you can access:

• Your assigned account - The account you are directly associated with
• All subordinate accounts - Any accounts below your level in the hierarchy

You cannot access accounts above your level or in parallel branches of the hierarchy.

Role-Based Permissions

Your role (such as Administrator, Manager, or Viewer) determines what actions you can perform. These permissions apply to your account and all accounts below it in the hierarchy.

For example, if you are an Administrator at the Region A level, you have administrator privileges for Region A, Location 1, and Location 2.