Account Hierarchy

In this article:

Overview

Natero allows you to capture your account relationships between parent companies and their subsidiaries. For example, you can designate a parent account with one or more child accounts. Those child accounts can have child accounts of their own and so on. The account hierarchy information is displayed on the account details page where you can quickly jump between each account in the relationship.

You can easily view hierarchy information within an account’s details page and jump between each account in the relationship. You can assign hierarchy labels to accounts at any level for more segmentation capability throughout the product. You can also setup custom dimensions and metrics for any account at any node.

Setting up Accounts with Hierarchy

If you’d like to use the account hierarchy feature in Natero, we suggest you first talk to us so we understand the use case better to set up the feature properly for you.

How Data is Reported for Hierarchy

You can easily view this hierarchy information at the account details page where the account’s parent account and the child accounts are listed and easily accessible via a link.

Natero rolls up activity, product usage and financial data of the subtree accounts to the accounts at higher nodes. The summarized data is shown at the current account's details page and includes both the current account and the entire subtree accounts. For example, if you have the following connections (denoted by --): A--B, A--C, C--D; the data you see at A = A+B+C+D and the data you see at C = C+D.

Other informations such as support tickets, interactions and notes will not be rolled up from the sublevel accounts.

Please note that Natero only captures product usage data of the very bottom level accounts - leaf accounts.

Hierarchy Account Dimensions

In Natero, a few additional account dimensions are added to allow you to segment by hierarchy.

  • Root account - the very top level account
  • Leaf account - the very bottom level account
  • Hierarchy last seen - the latest last seen date of all the hierarchy accounts
  • Hierarchy next renewal - the earliest next renewal date of all the hierarchy accounts

You can also assign hierarchy label to account at any level for additional segmentation capability within Natero. Currently hierarchy labels can be sent using the Natero Account API.

Custom Dimensions and Metrics

You can add custom dimensions and metrics to accounts at all levels.

Limitation with Explorer & Rules

Activity and product usage data will not be rolled up to parent accounts from all their child accounts when working with Explorer and Rules, but reported on a per account basis instead. 

Examples:

  • If you create a chart to show feature/module usage of a group of parent accounts, the chart will return usage data associated with only those parents accounts, not the rolled up usage from all the child accounts under them. 
  • If you create an alert rule based on time spent in the product for a group of parent accounts, the rule will calculate based on the time associated with only those parent accounts, not the rolled up time from all the child accounts under them. 

Count of Accounts and Dashboards

Accounts at any level are accounted towards the total number of accounts you own. If you have a parent account with two child accounts, that’s a number of 3 total accounts.

  • Activity dashboard shows the data across all the active users and all the active accounts (active users/accounts defined as users/accounts who used your product in a given time frame).
  • Financial dashboard shows the data across all the users and all the accounts.
  • Modules & Features dashboard shows the data across only leaf accounts.
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