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Pendo Help CenterInstallationManaging multiple level accounts

Managing multiple level accounts

Overview

If you have multiple levels of accounts - parent accounts on top of sub-accounts - you can pass this information to Pendo in the snippet. In addition, you will need to turn on a setting to enable multiple levels of subaccounts - contact help@pendo.io to have that setting turned on.

Snippet Structure

The structure of the snippet with multiple levels of accounts looks as follows:

<script>
  (function(apiKey){
    (function(p,e,n,d,o){var v,w,x,y,z;o=p[d]=p[d]||{};o._q=[];
      v=['initialize','identify','updateOptions','pageLoad'];for(w=0,x=v.length;w<x;++w)(function(m){
      o[m]=o[m]||function(){o._q[m===v[0]?'unshift':'push']([m].concat([].slice.call(arguments,0)));};})(v[w]);
      y=e.createElement(n);y.async=!0;y.src='https://cdn.pendo.io/agent/static/'+apiKey+'/pendo.js';
      z=e.getElementsByTagName(n)[0];z.parentNode.insertBefore(y,z);})(window,document,'script','pendo');

    // Call this whenever information about your visitors becomes available
    // Please use Strings, Numbers, or Bools for value types.
    pendo.initialize({

    visitor: {
      id:              'VISITOR-UNIQUE-ID'   // Required if user is logged in
      // email:        // Optional
      // role:         // Optional

      // You can add any additional visitor level key-values here,
      // as long as it's not one of the above reserved names.
    },

    account: {
      id:           'ACCOUNT-UNIQUE-ID' // Highly recommended
      // name:         // Optional
      // planLevel:    // Optional
      // planPrice:    // Optional
      // creationDate: // Optional

      // You can add any additional account level key-values here,
      // as long as it's not one of the above reserved names.
    },

    parentAccount: {
      id:           'PARENT-ACCOUNT-UNIQUE-ID'
      // name:         // Optional
      // You can add any additional master account level
      // key-values here.
    }
  })('<ACTUAL_API_KEY_HERE>');
</script>

note: we recommend grabbing the install snippet from the install settings page within the app as it will already have the correct API key populated in the snippet. This is a generic snippet that needs to have the last line swapped out with your actual API key

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