This article serves as a starting point to understand why, in certain cases, a distinct account structure is needed when using Locator & Pages. Some common use cases are described.
Why accounts are important for Locator & Pages
Although accounts will not necessarily be reflected to an end-user when entering a Locator, they are the foundation on which any Locator is built on.
Accounts are the objects in which Locations are nested in the Uberall database. Therefore they are the best way to structure Locations in a way to fulfill a customer's use case. You can have one account hosting all Locations, or you have one account per Location - or any scenario in between.
The Locator & Pages product also benefits from the possibility to have various accounts, since it is possible to subscribe one or multiple accounts to one Locator.
What's my account structure?
Within the Locator Implementation, you will have the opportunity to discuss your needs regarding a distinct account structure with your Customer Operations Manager.
Conception and Setup
In order to ensure, that the Locator Implementation will proceed as fast as possible it is crucial to determine the needs to fulfill all requirements. Therefore within the Conception phase you will outline the desired outcome and afterwards your CO Manager will present a solution in the Setup phase.
Find out more about the Locator Implementation here.
How to setup?
Admins and Multi-Account Managers can create as many accounts as needed at any time.
Find out how to create accounts here.
It is crucial to note, that the account setup should be in place before you start adding Locations to the platform. This is due to the fact, that moving Locations between accounts is not possible through the platform.
Possible Setups
What could be possible setups and why would those be recommended?
Basic - One account to hold them all
In a basic setup there would be only one account holding all Locations.
- All Locations should be displayed in the Locator
- All Locations would be published on directories, as part of Listings
- Different Pins are not needed
- All Locations are managed by the same users
| Account A | Location 1, Location 2, Location 3, Location 4, Location 5, Location 6, Location 7, Location 8, Location 9, Location 10 |
Examples:
- One Brand, with own Locations
Two Account Setup - Let's split
Having two accounts already opens various possibilities for Locator & Pages.
Locations need to be split because:
- Only a group of Locations should be shown in the Locator
- Not all Locations should be published on directories
- Different responsible users
| Account A | Location 1, Location 2, Location 3, Location 4, Location 5 |
| Account B | Location 6, Location 7, Location 8, Location 9, Location 10 |
Examples:
- Own Locations vs. Partners
- Locator + Listings vs. Locator only vs. Listings only
Multiple Account Setup - It's complicated
More accounts make the setup more complicated but offer the most versatile and flexible solution to fulfill any requirement.
- Not all groups of Locations should be shown in the Locator
- Not all Locations should be published on directories
- Multiple Locator Widgets need to be created with various combinations of accounts
- Multiple Account Managers, each with responsibility over one group of Locations
| Account A | Location 1, Location 2, Location 3, Location 4, Location 5 |
| Account B | Location 6, Location 7, Location 8, Location 9, Location 10 |
| ... | ... |
| Account X | Location V, Location W, Location X, Location Y, Location Z |
Example:
- Global Org with account per country
- Org with Locations organized per region
- Multiple Brands