Overview

Beeswax offers multi-account functionality, which enables a single Buzz instance to support multiple business entities without any overlap of data. All objects are contained within the account they are created in, however, certain objects can be shared across accounts by users with the appropriate access. User permissions allow the creation of separate account access for each customer. Users can be given full access to the UI and reporting for a single account or for a subset of accounts. All actions taken within the UI are restricted to the scope of the account or account group to which the user belongs.

Accessing Accounts

To access the Accounts page, navigate to Admin > Accounts at the top of the screen in Beeswax. Additionally, accounts may be created by clicking the button, then clicking Account at the top right of the UI.

Accounts List View

List View Fields

Create a New Account

1. To create a new account, navigate to Admin> Accounts > New Account.
   
   

2. From this view, a screen will appear with the following fields to complete in an Overview tab:
   *Required
   

   Field Name	Description
   Account Name*	Desired name for account.
   Customer*	Select the customer who this account will be applied to.
   Timezone*	Apply the applicable timezone via dropdown.
   Alternative ID	ID used for 3rd party reporting.
   Account Groups	Select an account group for this new account to be added to.
   Status	Either Active or Inactive.
   Passthrough Deal Lists	Passthrough deals act as a layer of deal targeting for every line item within this account, allowing the client to bid on both open exchange and deals on their line items. Learn more about passthrough deals here.
   Add Notes	Add any desired notes to add to this account.

   
   

3. Click Save & Continue to save the account and move to the Account Settings. For the Settings tab, the available fields to complete are listed below:

   Settings	Description
   Design	Colors, logo, and image for account.
   Miscellaneous	Configure certain settings like the accounts default creative approval provider, max CPM warning and error, and Continent settings.
   System	Configure certain settings like available dashboards, max campaign budget, and default time of week type.
   Third Party Extensions	Configuration of Google Adx, and Metamarkets.
   Account Level Revenue Share	Configure revenue share type; either None, Standard, or Master. To learn more, see Account Level Revenue Share.

   
   

4. Click Save & Continue to be brought to the Exchanges tab. From this screen, view a list of available exchanges that Beeswax is integrated with, and activate them for the account if desired. These exchanges will be visible on the account's line item targeting.
   
   
5. Click Save to create the account.

Authenticating into Other Accounts

If multiple accounts are created under a single buzz key, they can be switched between during the same buzz UI instance. See below for instructions on how to switch between accounts:

1. Select the Account Name at the top right-corner of the page.
   
   
2. From the dropdown, select an account to navigate into.

Sharing Objects across Accounts

Segments and segment categories (and the corresponding segments underneath them) may be shared between accounts within the same buzz instance. Sharing these objects between accounts can be done via the API only. For more info on the API calls required, please see Segment Sharing and Segment Category Sharing.

Reporting

While users within a single account may only see reporting data from their own account, users with "All-Account" or "Account Group" access may pull data across all the permissioned accounts within a Buzz instance. From the Report Builder UI, a “required” field will appear for an Account ID Filter (this is distinct from the Account ID field). This filter can be set to a numeric account_id or the special term "any" which will allow querying across accounts.

By default, the report filter is set the the Current Account the user is masqueraded into. However, when opening the filter options, users may select the Permissioned Account IDs option to filter for all permissioned accounts in the buzz instance. Additionally, the logical operation may be changed as well to refine a subset of accounts. For instance, selecting the filter to be is equal to allows selecting a specific accounts to run the report to.