Hierarchy vs Non-Hierarchy

Currently Plum has two types of accounts,

1. Non - Hierarchy based.

2. Hierarchy based.

Non-Hierarchy based:

Admins	Admin 1	Admin 2	Admin 3	Admin 4	Admin 5
Budget - Xoxo Points/Code	Own budget can be used only for Xoxocode and Xoxo Points	Own budget can be used only for Xoxocode and Xoxo Points	Own budget can be used only for Xoxocode and Xoxo Points	Own budget can be used only for Xoxocode and Xoxo Points	Own budget can be used only for Xoxocode and Xoxo Points
Budget - Plum Pro	Own budget can be used only for Brand Voucher procurement	Own budget can be used only for Brand Voucher procurement	Own budget can be used only for Brand Voucher procurement	Own budget can be used only for Brand Voucher procurement	Own budget can be used only for Brand Voucher procurement
Budget Transfer	One admin can transfer his entire budget to another admin
Distribution	Xoxo Point, Code, Plum Pro	Xoxo Point, Code, Plum Pro	Xoxo Point, Code, Plum Pro	Xoxo Point, Code, Plum Pro	Xoxo Point, Code, Plum Pro
Reports	An admin can view only his reports
Recharge	Each Admin can recharge his own wallet
Base Currency	The same base currency for all accounts

Hierarchy-based:

Super Admin	SA1	SA2	SA3	SA4	SA5
Reports for SA	All super admins can view reports of the entire company
Admin	Admin 1	Admin 4	Admin 7	Admin 10	Admin 13
	Admin 2	Admin 5	Admin 8	Admin 11	Admin 14
	Admin 3	Admin 6	Admin 9	Admin 12	Admin 15
Reports for Admin	Admin will be able to see only his own rewarding report
Budget - Xoxo Points/Code/Plum Pro/XoxoLink	Company Budget (common budget)
Set Threshold	yes
Distribution	Xoxo Point, Code, Link, Plum Pro	Xoxo Point, Code, Link, Plum Pro	Xoxo Point, Code, Link, Plum Pro	Xoxo Point, Code, Link, Plum Pro	Xoxo Point, Code, Link, Plum Pro
Recharge	Only super admin can recharge

	Multiple Super Admin	Multiple Admins	Common Company Wallet	Budget for each Admin
Non-Hierarchy Account (non-multi admin)	Yes	No	No	NA
Hierarchy Account (multi-admin)	Yes	Yes	Yes	No

Non-Hierarchy account

Use cases of Non-Hierarchy account

1. Perfect for an organization that wants multiple budget owners, where each budget owner has his/her own budget to reward employees. In this case, the budget owner doesn't want his budget to be consumed by a different budget owner.

2. If an organization has 2 HRs, where one HR is responsible for employee rewarding and another HR is responsible for the LSA award, and both want to have a separate budget and rewarding system.

3. Apt where the sales head and marketing heads of an organization want to have different budgets.

Features of Non-Hierarchy account

1. Every super admin has his/her own wallet

2. Every super admin gets to view his/her own reports.

3. Simple to use.

Limitation of non-hierarchy account

1. A single user doesn't have the functionality to view the entire company report.

2. Budgets can't be distributed.

3. Two types of fund, Xoxo Point/ Xoxo code, and Plum Pro

Hierarchy account

Use cases of Hierarchy account

1. An organization that wants to have a single company wallet and would like to allocate threshold limit to different admins. (Threshold doesn't mean budget lock, threshold means that an admin can only spend money up to the threshold value)

2. An organization that wants to have complete budget control and wants to allocate budget to different admins, and would like to see the usage reports for each admin.

Features of Hierarchy accounts

1. Single fund for all types of distribution modes.

2. Wallet funds can be used by anyone in the organization up to the threshold limit

3. Each admin can view its own report and super admin can view the entire company report.

Limitations in the hierarchy account

1. Budget can be utilized by anyone as the budget doesn't get locked

2. Once a user reaches a threshold limit he can't distribute more awards till the time super admin changes the threshold value