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Guide - Manage Child Accounts & Users

Objective​

Incentify can serve as a downstream credits and incentives management system from your internal project/client engagement management system. If this is the case, it is often necessary for that internal system to integrate with Incentify to facilitate automated synching of subsidiary/client accounts and users to avoid double entry and maintain strict user access (IAM) policies.

Key Portfolio Resources:

  • Child Accounts
  • Users

Steps to Implement​

Step 1 - Manage Child Accounts​

If you have a Parent/Child account architecture, then you may want to dynamically create/update Child Accounts. A common use case is an advisor creating/updating client accounts on Incentify where each client has an individual Child Account (so that Client users can login to that account to collaborate on their incentive portfolio).

  • POST an Account to Accounts - Create/Update
    • This endpoint supports the ability to update and archive ("de-activate") a Child Account

Step 2 - Manage Users and their Access, Permissions and Status​

Users can be created/updated, including their access levels.

  • POST a User to Users - Create/Update
  • Include an access rule for each Account the user has access to:
    • Account Access
    • Permission Group
    • Status (active/archived)

Step 3 - Recommended Next Steps​

Now that you are systematically managing Accounts, Users and Access - we recommend you also automate the synching of the Credits and Incentives Portfolio via the Incentify API.

Please check out the next Guide: Manage Projects and Access