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How to see which accounts the user is related to

  • 13 June 2023
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Hello :)

Account level managing question:

short background:

in my system, users can be - 

  1. not related to any account
  2. related to 1 or more accounts

Q1 - How do I see to which accounts the user is related to? can it appear somehow under the user properties?

Q2 - Do I have a way to find out in a specific event if a user belongs to an account? 

 

thank you

 

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Best answer by Saish Redkar 13 June 2023, 19:48

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Hi @shani cohen 

There are a couple of options for this use case :

  • Do you have access to the Account level reporting feature? If yes, then you can setup your group properties accordingly and track your use cases with this. However, for an individual user profile, group properties values won’t be visible. These will be only available under the raw json view for the user’s event. We try to navigate this shortcoming by tracking the account name/id on both the user property level as well as the group property level for easy identification on the UI.
  • If you don’t leverage the account level reporting, then tracking the account attributes as user properties will be the best way. These will be visible under user properties in a user profile as well on individual events.

Let me know if I have interpreted your use case correctly. Hope this helps.

 

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