Accounts and users

Whether you're approaching Copernica software from the old Publisher environment or the new MarketingSuite: the user management module is always available. Here, you can edit your own information, such as company name or credentials, and also create new logins for colleagues. This is also the place to manage access rights to your accounts. Copernica's account and user management may seem a little complicated. This is because Copernica works together with a close-knit network of partners. Among these are advertising agencies, writers and DM and IT companies that support users in using Copernica. All partners need access to the software for various reasons, because they use the software for their own campaigns and because they need to be able to look into their clients' accounts. To enable this, we differentiate between 'users', 'accounts' and 'companies'.

Accounts and users

Most of the time, a connection exists between an account and a “real world company”. This is why most accounts are named after companies. For many Copernica users this suffices. For partner companies, this is a bit more complicated. A Copernica partner, such as an advertising agency, usually creates multiple accounts, because they have multiple clients. It's also not unusual for a partner to be called into action to watch along with an existing Copernica user that wants to use the service of an external specialist. In this case, the partner does not create a new account. To make this possible, we introduced the concept of users, accounts and companies:

Account-user relationship

The triangular relationship as pictured above makes it possible to grant different sorts of access to accounts. A partner, for example, can create an account and grant access to their own employees, as well as some employees of the client of the partner. It is also possible for a company to grant access to someone who doesn't work at the company (such as an external marketing specialist). The triangular concept allows these kinds of relations as well. In the user dashboard you can create these types of relations to your liking, depending on your access rights.

How does this work in practice?

In both the old Publisher and the new MarketingSuite, it's possible to keep users, accounts and company information. In both environments you can link users to companies and accounts. If you're a regular user, i.e. a single account with a few colleagues, this may look a little superfluous: a list of colleagues and a list of people with access to the account, while these are often the same list.

As described, this is because of the triangular structure, which you can use in the case of multiple accounts, or if you want to grant access to a non-colleague.