The following instructions detail how to set up and manage linked accounts for the classic Campaign user interface. You have classic Campaign if you only use your Campaign ID to log in.
Multi-account sign-on enables administrators to configure a Campaign ID so another Campaign ID can be linked to it. When users are in a linked session, they are acting as a secondary user and assuming their permissions. Any passwords that are required to re-authenticate or download files are the passwords that are used by the secondary user.
Depending on which task or action you need to take, you might want to read about becoming a user.
How linked user accounts work
- An administrator must enable Multi-account sign-on in Security settings. The organization security setting controls whether your organization can have secondary accounts. Secondary accounts are a security issue because you are allowing others to access your data. There is no setting controlling whether you can have primary accounts in your organization. To determine if any of your accounts are primary, look through the user profiles for the Manage Linked Sign On box with a note about the account being a Primary Account.
- After the feature is enabled, the administrator of the secondary user account establishes the link.
- The primary user account approves the link and the secondary user account is no longer accessible through the user interface (UI).
- After a link is established, it remains active until it is deliberately broken by the organization administrator of the secondary user, the primary user, or when the feature is turned off for the organization. If the primary account is blocked, the link and any outstanding requests remain intact. If the secondary account is disabled, existing links and requests are canceled.
- You cannot leverage email insights or APIs from the linked organization.
Terms to know
Primary (user) account
The main account that has access to other accounts. This is the account that you log in to so that you can access the secondary accounts. The primary account can be any user on the same pod that is not disabled or blocked. There is no limit to the number of users or organizations that a primary account can be linked to.
Secondary (user) account
The account accessed through the primary user account. Secondary user accounts cannot be logged in to through the Campaign user interface. Secondary users can be any enabled user in an organization that has the feature that is turned on. A secondary user can have only one primary user who is linked to their account.
One quick way to determine who is a secondary account in your organization is to go to the Organization Users list. There is an “L” next to any account that is a secondary account.
A relationship established through multi-account sign-on between a primary account and a secondary account. The L next to a user indicates that this is a linked account.
Request a link to the primary account from the secondary account
The organization administrator must request the link to the primary account from the secondary account (the secondary account is the account that is accessed by another user).
- Go to User Management and click the name of the secondary user (for example, firstname.lastname@example.org).
- Click Multi-account Sign-on Settings.
- Enter the username of the primary account (for example, email@example.com), and click Request Link.
Approve linked account
The primary account holder needs to approve the request from their user profile settings.
- As the primary account, go to Settings > User profile.
- Click Manage Accounts in Multi-account Sign-on.
The Manage Multi-Account sign-on box does not appear in the user profile until the new profile is saved. After you save the user profile, the sign on the box is displayed.
- Choose whether to approve the link or not.
- Next to the request, click Approve Link. The link is set up and can be used.
Access secondary accounts
To access a secondary account by using multi-account sign-on, follow these steps.
- Click your username in the header and then click Settings.
- Click Switch user.
- Select the Pod and username you want to use and enter the password for that username.
- Click Log in.
This header remains throughout your Campaign sessions, so you can easily change the user that you are working as through this method.
You can log in to Campaign at https://cloud.goacoustic.com/launch.
Note: If you receive the error "Login failed: This linked account cannot be accessed directly. For help, please contact your organization administrator," make sure that you are using your primary account credentials to log in to your linked accounts.
Return to the primary account
When you are working in a secondary account, you can return to your primary account without logging out.
- Click the Return link in the header.
- After you are redirected, you are working in your primary account.
Cancel a link request
Before the link is established, the link request can be canceled by an organization administrator in the secondary user's organization.
- Access the user's profile of the account with the link request to cancel.
- Click Manage Links.
- Click Cancel on the Multi-account Sign-on dialog box. The link request is removed from the parent profile.
Reject a link request
A primary user can reject a link request.
- As a primary user, access your user's profile.
- Click Manage Links.
- Click Reject on the Multi-account Sign-on dialog box.
Break the link between accounts
- The organization administrator of the secondary user can break the link through the user profile of the secondary account.
- The primary user can break the link through their user profile.
- The organization administrator of the secondary user can turn off the feature for the organization. This breaks all links to secondary users in their organization and cancels all outstanding requests. However, if there are primary users in this organization, their requests and links remain in their current state.