If you have a need for more than one Enboarder account (perhaps you would like one account per country or region, or you'd like separate accounts for your offboarding and onboarding experiences), then we can make this happen. Introducing the Parent and Sub-account concept!
After speaking to your Customer Success Manager, this option will be activated for you. Once activated, at the top left of your account, Administrators will see an option to 'Go to sub Accounts'. When clicking on this, you'll be able to either click on an account to log into that account, or click 'Add new' to create a new sub-account.
When clicking on 'Add new', you will be prompted to add an account name, pick which country the account is based in, and choose where you'd like your data stored (Europe, US or APAC).
Once created, Administrators in the Parent account will be able to jump in and out of all sub-accounts using the same 'Go to sub Accounts' option.
Sub-account access for Administrators in parent account
When configuring admin roles, there are 3 access rights that can be given to Administrators in the parent account:
- No Sub-Accounts. This means that Administrators cannot view any sub-accounts.
2. Selected Sub-Accounts. This gives absolute control for managing access to any available account & admin permission-level for any selected account by selecting a role.
3. All sub-accounts. This gives simplicity for managing access rights & permissions to sub-accounts (one role for all available sub-accounts)
On top of these admin rights that can be configured in each account, data filters can also be activated to restrict which data can be viewed.
Impacts on workflow content between accounts
Currently workflows, sequences and modules are independent in each account. That means that a change made to content in one account will not update that content in another account. If you wish to push new content to other accounts, contact your Customer Success Manager who will sort this out for you.
Moving workflows from one account to another
If you want to move one or more workflows from one account to another, you'll need to reach out to your Customer Success Manager who will be able to do this for you.
Impacts on data between accounts
Similar to workflow content, data is independent in each account (NOTE: Enhancements will be created in late 2020 to allow data to roll up from all sub-accounts to the parent account). Reach out to your Customer Success Manager if you'd like more information on this.
Benefits and limitations of parent and sub-account setup
When considering whether this type of account setup is right for you, here are some factors to consider:
- Workflows are independent, which limits the risk of workflow content being overwritten
- The list of workflows in one account will be much easier to manage if you have quite a number of workflows
- It can make it easier to manage different use cases (e.g. knowing that all data in one account relates to onboarding, while in another it relates to offboarding)
- It can make it easier for different countries and regions to own and manage their experiences
- HRIS and ATS integrations can generally be configured to launch specific employee data into specific accounts, often with 1 integration build
- SSO admins access can be configured once for the parent account, which will allow login access to all sub accounts on the same server (Europe, US or APAC).
- Because workflows are independent across accounts, updates to content requires transfer of content between workflows
- Because workflow data is independent across accounts, parent account Administrators will need to go into each account (or have their Customer Success Manager assist) to collate all data
- May require extra configuration with integrations, depending on systems used
- Allows for much more access for sub-accounts to edit and create their own content, which may limit the ability for head office content control