Account Types

Corina Alonso Updated by Corina Alonso

Overall there are three different account types; ‘client account’, ‘premium client account’ and ‘agency account’. 

The account type will differ based on the type of customer (agency or client), and if the client is a direct customer of AudienceProject or not.

Overall, client accounts are the actual account ‘owning’ reports and reporting items. The agency account will be an entry point for agency users to work with their clients data, from one centralised account.

The term ‘client’ is referring to any customer not being an agency. Hence this can i.e. both be a publisher or an advertiser. 

Client accounts 

‘Client accounts’ is accounts for clients that do not have a direct deal with AudienceProject. However, their agency is measuring their campaigns in AudienceReport.

In these cases, the agency will be able to create a client account on behalf of the client to allow measurement and create an account that can ‘own’ data.

The account will by default be managed by the agency, but client employees can be added to the account, if they need to monitor the agency’s activity. 

On client accounts, the actions that can be done by client users will be limited to: 

  • Create and invite new users to the client account (see ‘user roles’)
  • See reports shared by the agency

This means that client users will i.e. not be able to see the report items list, or edit report configurations.

If you want to create a client account, you can reach out to your customer success manager or use the AudienceReport control panel following these instructions.

Client accounts can only be connected to one agency account at a time. This is to ensure that no information is exposed between different agencies, when working with the client or in case the client will be switching agency (see ‘Disconnecting accounts’)

If an advertiser is at some point moving to a direct deal with AudienceProject, the client account can be promoted to a premium client account. This can be done by using the AudienceReport control panel, or contacting your customer success manager. Navigate to the account details page for the account you want to promote, and click ‘Upgrade’. Note that if the client account is connected to an agency account, this will still be the case after the upgrade.

Premium client accounts

Premium client accounts are accounts for clients that have a direct agreement with AudienceProject. These accounts will include all features of AudienceReport, with no limitations. 

The premium client users will be able to connect their account to their agency’s account, in case they need the agency to handle the operational work of campaign tracking. When the agency has access to the premium client account, they can perform operational activities on the account. 

Client accounts can only be connected to one agency account at a time. This is to ensure that no information is exposed between different agencies, when working with the client or in case the client will be switching agency (see ‘Disconnecting accounts’)

Creation of premium client accounts will happen in the AudienceReport control panel.

Agency accounts

Agency accounts are accounts for agencies with an AudienceReport license. The agency account will be the agency's access to working with their clients’ data in AudienceReport. Data (reporting items and reports) can’t belong to an agency account, but will always be associated with a client account. This means that the agency will have a separate client account for each of their clients, that all can be managed and accessed from the agency account.

From the agency account the agency users will be able to see all data in one view, and not actually switch between different client accounts. 

From the agency accounts it will be possible (for admins) to create ‘client accounts’, in the case that one of their clients does not have an AudienceReport account already. Learn how to create client accounts here. 

Creation of agency accounts will happen in the AudienceReport control panel.

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Agencies: managing user access for connected accounts

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