Parent/Child Accounts

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.	Parent Account View Dashboard View Opportunities View Actions View Campaigns Edit Campaigns Launch Campaigns Edit Campaign Content Edit Transactional Campaign Preview Dynamic Content View Experiences Edit Experiences Launch Experiences Edit Experience Templates View Events View Audiences Edit Audiences 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 Edit Data Flows Data Flows Approver View Files Edit Files View Data Mappings Edit Custom Data Flows Edit Data Mappings View Content Edit Content Lock Campaign Content Edit Feeds Syndicate Content View Analytics Edit Analytics View Custom Reports Edit Custom Reports Edit Report Email Edit Account Settings Manage Integrations Manage Properties Manage User Access Delete User View Onboardings Edit Onboardings
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.	Child Account (Non-Unified data) View Opportunities View Actions View Campaigns Edit Campaigns Launch Campaigns Preview Dynamic Content View Experiences View Events View Audiences Edit Audiences Export Data View Files Edit Files View Content View Analytics Edit Analytics View Custom Reports Edit Custom Reports Edit Report Email Edit Account Settings Manage Integrations Manage Properties Manage User Access View Onboardings
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.	Child Account (Unified data) View Dashboard View Opportunities View Experiences View Events View Audiences View Files View Content View Analytics Edit Analytics View Custom Reports Edit Custom Reports Edit Report Email View Onboardings

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
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