Manage sub accounts

Peliqan can be used by service providers, SaaS companies, consultants and ISV’s to handle data projects from their end-customers. For each end-customer, a sub account is created under the Peliqan partner account.

Partner settings

In your Partner account, go to Admin > Partner Settings. You can configure the connectors that are available to your customers (e.g. when using embedding) and you can configure the whitelabeling of the platform into your own brand.

Manage sub accounts

In your Partner account, go to Admin > Customers. Click the edit icon next to a sub account, to update the sub account details such as the license, expiry date etc.

Logging in to sub accounts

Use the “Login as” button to login into the sub account. Every user in the partner account has access to the sub accounts via the “Login as” button, except if Support access is disabled inside the sub account or if access based on groups is enabled (see below). After logging in to the sub account with the “Login” feature, the user will be an Account Admin in the sub account: the user will have full access to all features in the sub account. If you want users to have direct login access to sub accounts, create a user in each sub account separately. Note that logins (email addresses) have to be unique. A typical pattern is to use john.doe+subaccount1@acme.com, john.doe+subaccount2@acme.com etc. When using the “Login” feature, a new user is automatically created in the sub account, with username support+sub_account_name+sub_account_id@domain.com (e.g. your whitelabel domain or peliqan.io), for example for customer ACME from MySaaS.com this will become support+acme+123@mysaas.com. For more information on creating users and roles, see: User management

Limit access to sub accounts based on groups

If you want to restrict access to customer sub accounts based on groups, you need to enable this feature. The account owner or an Account admin needs to turn on “Access based on groups” on the Customers page. Go to Settings → Customers → Access and choose Access based on groups. Next, assign each customer sub account to a group: go to Settings → Customers, open each customer, and choose its group. Members and viewers of groups in Peliqan can now only login to sub accounts within their groups. For other sub accounts, the “Login” button is disabled. Account owners and Account admins can still login to all customer sub accounts.

Create new sub accounts

Every user in the partner account can create new sub accounts.

From the partner account

In your Partner account, go to Admin > Customers > button “Add customer”.

Self-service sign-up

You can allow your customers to sign-up on your whitelabel data cloud. In your Partner account, go to Admin > Partner Settings > Whitelabel > toggle “Signup Enabled”.

Automated creation of sub accounts

You can use the Peliqan Partner REST API to automate the provisioning of sub accounts, or you can use pq functions, inside Peliqan. More info: Partner API pq Functions for partners

Hydration of sub accounts

“Hydration” means delivering assets in sub accounts. Hydration can be done using the Partner API or by using Peliqan’s pq functions to handle sub accounts. More info: Partner API You can install Peliqan’s Data App to publish scripts in sub accounts. This is useful if you have built your own solutions on top of Peliqan (e.g. your own Data Apps) and you want to make them available in selected sub accounts. In your Partner account, go to the Build section, go to Data App templates and install this template: In this app, you can flag a selection of your scripts (from the Partner account) as “Templates”. For each template, you can publish it into selected sub accounts.