This document details out the options available to create Accounts and Users in Reptrics.
An account in Reptrics is equivalent of a customer’s tenant/instance. Aggregation of Product Usage events and calculation of Health, Alerts, Milestones are happens at an Account level.
A User belongs to an Account, and performs activity in your product. Login and Product Usage events as well as support tickets are logged against each User.
One of the most important aspects that needs to be finalized before creating Accounts and Users in CSB is recognizing the identifier that will serve as the Unique Account ID and User ID.
Reptrics pulls aggregates data pulled from different third-party tools (CRM, Subscription, Support, Analytics) and data pushed via APIs/JS to track Health, Segments, Alerts and Milestones . The unique Account and User identifiers enables Reptrics with the identification of the exact record to be updated with the right data.
Listed below are our recommendations for the Account and User identifiers.
We explain below how to create Accounts and Users in Reptrics and when to create them. You can always contact us if you would like us to share inputs on how best to architect this for your unique setup.
We strongly suggest that a new account should be created using our Create Account API call whenever instance/tenant is provisioned at your backend. This ensures that Accounts instantly show up in Reptrics as soon as they are created. Same approach can be used for maintaining Account attributes on an ongoing basis by using our APIs when an account is updated at your backend.
Alternate can be to tie this to your subscription management system, and utilise new subscription as the trigger for creating a new accounts.
We strongly suggest that a new account should be created using our Create User API call whenever user is created in your backend. This ensures that Users instantly show up in Reptrics as soon as they are created. Same approach can be used for maintaining User attributes on an ongoing basis by using our APIs when a user is updated at your backend.
In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,
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