Client managementCentral administration of users, rights, roles, templates, etc.
One system for multiple countries, profit centers or subsidiaries? No problem. The multi-client capability is particularly suitable for companies and agencies with several independent organizational units. Depending on the use case, you can use independent subsidiary clients with a separate database or so-called inner clients with a common database for different organizational units in E-Marketing Manager.
The most important advantages of client management in a quick overview
- Centralized rights & roles management: You control the authorizations of the users in the EMM
- More efficiency: Saves redundant work steps and accelerates implementation times
- Reduction of error sources: Frequent repetition of the same work steps leads to errors
- More control: Administrators keep track of inner-client settings
Separate clients (separate database)
Functionality
Der Hauptmandant hat umfassende Zugriff srechte auf die AGNITAS-Software. Er selbst kann untergeordnete Mandanten anlegen und ihnen spezielle Rechte zuweisen. Für jeden Mandanten können Sie eine komplett eigenständige Datenbankstruktur defi nieren sowie beliebig viele Benutzer anlegen. Templates, Bausteine und Formulare übertragen Sie von einem Mandanten in den anderen einfach durch Import und Export.
Advantages of separate clients
➔ completely own database fields/structure definable
➔ Maximum data protection, as no shared objects
➔ (e.g. media, recipients) exist
➔ higher performance, since fewer processes are executed
➔ on one database
➔ Users who manage multiple clients cannot
➔ accidentally deliver to the wrong recipients
Einsatzbereiche für getrennte Datenbanken
- Agencies that provide their customers with a powerful email marketing tool
- Agencies that provide their customers with a powerful email marketing tool
- Companies that manage legally independent subsidiaries within the group
- Companies with independent sales partners and branch systems
- Outsourcing of performance-intensive processes to their own subsidiary clients
- Management of sensitive personal data per client
Schematic representation of a separate client structure:
Description of the intra-client capability ( shared database)
Functionality
All data is managed in a central client. Special target group filters or mailing lists are used to create content-separated inner clients. A combination of target group and mailing list-based inner clients is also possible. Administrators can create any number of users and assign them to inner clients. The users only have access* to the recipients, mailings and reports of the respective inner client. A uniform rights and role concept as well as the central creation of database fields and templates saves redundant work steps, speeds up implementation and reduces sources of error. All elements are created centrally and are available to the inner clients in real time.
Advantages Inner Client
➔ fewer import and update processes required, since a
➔ common database is used
➔ Central administration for database fields, rights
➔ and user roles
➔ Less effort for creating and updating
➔Templates and forms for multiple clients
➔ shared objects, e.g. media, reference tables,
➔database fields, recipients, saves redundancies
Use cases for inner mandates
- Business units that use uniform (CRM) systems and database structures
- Companies with strongly delimited target groups and marketing units, e.g., publishing houses or B2C and B2B
- Companies with their own sales offices and permanently assigned account managers
Schematic representation of an inner-client structure:
