Account Hierarchy

By July 26, 2018Accounts, Videos

The Temeda app has support for customers to create their own Account Hierarchies up to 5 levels deep. This feature allows a Temeda ‘parent’ account to create ‘child’ customer accounts, and those child customer accounts can also have their own child accounts, and so on.

Admins can create any number of child accounts within 5 levels. Users can then be created and assigned to individual child accounts. Assets assigned to the parent account can be re-assigned down to child accounts. Account Hierarchy allows for clear separation of Assets, Users, Groups, Projects, Locations, Zones, Alerts, and Maintenance amongst the various business units, regions and departments within an organization. Account Hierarchy can be accessed by account Admins using the Admin, Account, Account Hierarchy menu.

Example 1: A large corporation with multiple Regions and Departments:

Parent Company ACME Logistics has 2 regions: Midwest and East. The Midwest region has 2 Departments: Operations and Logistics. The East region also has 2 Departments: Sales and Marketing. ACME parent company can assign Assets to each child Region, and each Region can re-assign those assets down to individual Departments. In this scenario, the Midwest Region has no visibility to the Assets in the East Region and vice versa. Also, the Midwest Operations Department has no visibility to Assets in the Midwest Logistics Department or any other Department.

Example 2: An OEM Manufacturer with multiple Dealerships and Customers:

Parent Company ACME Equipment has 50 dealerships with each dealership selling products to many customers: ACME Equipment can create child accounts for each dealership. Each dealership can have its own Assets, Users, Groups, Alerts, etc. that are separate from the parent account. Each dealership is isolated for others dealerships information. ACME Equipment can provide each of its dealerships with a secure and separate telematics solution. In turn, each dealership can offer this same service to its own customers. Each customer is isolated from all other customers.

Example 3: A mid-size company with many customers:

Parent Company ACME Rentals has 100 customers: ACME Rentals can create child accounts for each customer. Each customer can have its own Assets, Users, Groups, Alerts, etc that are separate from the parent account. Each customer is isolated from other customer accounts. ACME Rentals can provide each of its customers with a secure and separate telematics solution.

Account Hierarchy Examples

Accordion Blade

Account Hierarchy – New Filter on Admin, Users List page:

Account Hierarchy Video