Parent/Child Accounts
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The Zeta Marketing Platform supports a parent/child account structure to enable the clean separation of various brands and/or marketing programs within a larger organization. Instead of managing separate users and audiences for separate accounts, this functionality helps to unify your audience and only expose user data to/from the correct child account as needed.
ZMP Parent/Child Account Structure
To enable this capability, please reach out to your Account Manager right at the time of onboarding.
Parent/child account structures can be set up to facilitate the sharing of data between a parent account and any number of child accounts. In this shared data relationship, the various account structures that ZMP supports can be categorized into three primary groups:
Category | Description | Associated Permissions More information in the following sections |
Single Account (Parent Account) | For parent with 2 child accounts, person properties and events are only visible in the parent account. | |
Multiple child accounts with Parent (non-unified user data) | Person properties and events are visible in both the parent account and a specific child account, but they cannot be seen or utilized by other child accounts. | |
Multiple child accounts with Parent (unified user data) | Person properties can be made available across all parent and all children accounts and are best used for common fields such as first name and last name. |
Changing the Account structure may require the deletion of user data.
For accounts with a parent/child structure in place, users can be invited to the parent account and be given different levels of access to the child accounts all from the parent account. These are referred to as secondary accounts.
Single Account (Parent Account)
Inclusions:
One parent account
One production account as child
One dev account as child
By default, within this structure:
All data is in one place
Testing/validating integrations is the easiest
Deliverability only has to build out one account (the parent) with DNS entries, IP addresses, etc., rather than multiple accounts.
Platform user access requires a single email address per account.
Single parent with multiple child accounts is entitled to the following permissions:
Associated Permissions | Description |
---|---|
View Dashboard | Ability to view the Acquisition dashboard |
View Opportunities | Ability to view the Opportunities dashboard |
View Actions | Ability to view Actions |
View Campaigns | Ability to view campaigns and their details |
Edit Campaigns | Ability to edit campaigns |
Launch Campaigns | Ability to launch campaigns |
Edit Campaign Content | Ability to edit content specifically within campaigns |
Edit Transactional Campaign | Ability to mark a campaign as transactional and modify it. |
Preview Dynamic Content | Ability to preview dynamic content. |
View Experiences | Ability to view Experiences in the UI |
Edit Experiences | Ability to edit experiences |
Launch Experiences | Ability to set an experience to active |
Edit Experience Templates |
|
View Events |
|
View Audiences | Ability to view the Audiences section in the left nav |
Edit Audiences | Ability to create and edit segments and lists |
View Customer Data |
|
Edit Customer Data |
|
Export Data |
|
Download Data |
|
View Customer PII |
|
Edit Customer Subscriptions |
|
View Identity Manager |
|
Edit Identity Manager |
|
External DB Access |
|
View Data Flows | Ability to view data flows |
Edit Data Flows | Ability to create and modify data flows |
Data Flows Approver | Ability to approve data flow that was copied in an account from another account |
View Files | Ability to view row items of imported or exported files |
Edit Files | Ability to view row items of imported or exported files |
View Data Mappings | Ability to view data mappings |
Edit Custom Data Flows | Ability to create and modify custom data flows |
Edit Data Mappings | Ability to create and modify data mappings |
View Content | Ability to view content not contained within a campaign |
Edit Content | Ability to edit content not contained within a campaign |
Lock Campaign Content | Ability to lock individual rows and modules within the Visual Editor |
Edit Feeds | Ability to create and modify feeds |
Syndicate Content |
|
View Analytics | Ability to view analytics and reporting |
Edit Analytics | Ability to edit reports |
View Custom Reports | Ability to view existing custom reports |
Edit Custom Reports | Ability to create and modify custom report |
Edit Report Email |
|
Edit Account Settings | Ability to modify all account settings |
Manage Integrations |
|
Manage Properties |
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Manage User Access | Ability to add new users, deactivate existing users, create roles, modify roles, and assign roles |
Delete User | Ability to delete users |
View Onboardings | Ability to view onboarding plans |
Edit Onboardings | Ability to add or edit Onboarding Plans |
Multiple Child Accounts with Parent (Non-Unified User Data)
Inclusions:
Single parent
Many children
By default, within this structure:
Content (templates, snippets, etc.) can be shared between accounts.
All user and event data is siloed to each account.
Passing user and event data via API requires a unique structure, different from the standard.
All events that happen in the parent can be replicated in one or more children.
All users can exist in one or more child accounts, but their main account will be visible in the parent always.
The data within each child account would not be visible to other sibling accounts.
Multiple child accounts with parent (non-unified user data) are entitled to the following permissions:
Associated Permissions | Description |
---|---|
View Dashboard | Ability to view the Acquisition dashboard |
View Opportunities | Ability to view the Opportunities dashboard |
View Experiences | Ability to view Experiences in the UI |
View Events |
|
View Audiences | Ability to view the Audiences section in the left nav |
View Files | Ability to view row items of imported or exported files |
View Content | Ability to view content not contained within a campaign |
View Analytics | Ability to view analytics and reporting |
Edit Analytics | Ability to edit reports |
View Custom Reports | Ability to view existing custom reports |
Edit Custom Reports | Ability to create and modify custom report |
Edit Report Email |
|
View Onboardings | Ability to view onboarding plans |
Multiple Child Accounts with Parent (Unified User Data)
By default, within this structure:
Content (templates, snippets, etc.) can be shared between accounts.
All user and event data is siloed to each account.
Passing user and event data via API requires a unique structure, different from the standard.
As the unified structure is activated, all events that appear in the child will also be replicated in the parent.
All events that happen in the parent can be replicated in one or more children.
All users can exist in one or more child accounts, but their main account will be visible in the parent always.
The data within each child account would not be visible to other sibling accounts.
Multiple child accounts with parent (unified user data) are entitled to the following permissions:
Associated Permissions | Description |
---|---|
View Opportunities | Ability to view the Opportunities dashboard |
Edit Opportunities | Ability to modify the Opportunities dashboard |
View Campaigns | Ability to view campaigns and their details |
Edit Campaigns | Ability to edit campaigns |
Launch Campaigns | Ability to launch campaigns |
Preview Dynamic Content | Ability to preview dynamic content. |
View Experiences | Ability to view Experiences in the UI |
View Events |
|
View Audiences | Ability to view the Audiences section in the left nav |
Edit Audiences | Ability to create and edit segments and lists |
Export Data |
|
View Files | Ability to view row items of imported or exported files |
Edit Files | Ability to view row items of imported or exported files |
View Content | Ability to view content not contained within a campaign |
View Analytics | Ability to view analytics and reporting |
Edit Analytics | Ability to edit reports |
View Custom Reports | Ability to view existing custom reports |
Edit Custom Reports | Ability to create and modify custom report |
Edit Report Email |
|
Edit Account Settings | Ability to modify all account settings |
Manage Integrations |
|
Manage Properties |
|
Manage User Access | Ability to add new users, deactivate existing users, create roles, modify roles, and assign roles |
View Onboardings | Ability to view onboarding plans |