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Using Multi-Level Accounts

Multi-level accounts enable enterprises to connect multiple Sift accounts, giving team members the ability to toggle between them with a single login. In the future, a dashboard view will enable members of the global team to monitor KPIs across accounts and manage global settings such as billing information.

 

Configure multi-level accounts

To configure a multi-level account for your organization, please reach out to support@sift.com.

 

Toggling between accounts

Once multiple Sift accounts are connected, team members with access can toggle between them using the dropdown menu on the top toolbar.

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Add existing users to another account

To add an existing team member to your account, you must have permission to invite and manage team members. First, toggle into the account you’d like to add them to. From the Team tab of the Account Settings menu, click the ‘Invite’ button in the upper right. Then, select ‘Add existing team member,’ choose the user from the dropdown list, configure their permissions, and click ‘Invite.’

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Monitor account access

To see which accounts a team member has access to, click on their email address on the Team tab of the Account Settings menu. The accounts they have access to are listed in the account section of the Account Details pop-up. 

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Remove users from account

To remove a user from an account, toggle into the account you’d like to remove them from. From the Team tab of the Account Settings menu, click on their email address. Then, in the account section of the Account Details pop-up, click ‘Remove Team Member.’

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FAQ

Do multi-level accounts support SSO?

Yes. If you have SSO configured, users will be able to access multiple accounts with a single login. You can configure the SSO settings from any of the connected accounts. 

 

Can a multi-level account have two different SSO Settings?

No, a multi-level account can only have one SSO setting for all connected accounts.

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