DigitalTamerQ: Does each client need a sub-account?
I saw a response to the 25 cnames, but unlimited subaccounts that said you could use the same cname. I also see we have unlimited users. So i assume they can become users without being given a subaccount.
Does that mean I could use a general cname "reports.mycompany.com" and just make each client a user and give them access to their report/dashboard URL?
Can you control access to which dashboards they see without a subaccount?
David_Gyana
May 14, 2024A: Hi DigitalTamer - good question.
Sub accounts provide two important roles:
- they are separate workspaces, which helps you to avoid mixing up client data
- they have access controls, which ensures if you have people in your organisation working on individual client projects, you can make sure they don't have access to all projects
When you share a dashboard with a client, a URL is generated like app.gyana.com/dashboards/0a253199-2cff-448a-a420-6bf115cad685
This is impossible to guess, and you can further password protect it if you like.
It's up to you if you want to use a separate CNAME for each client, or one for all of them.
To answer the main question - it is possible to manage multiple clients in the same sub account, with access to separate dashboards, but you could easily mix up client data and dashboards so we recommend against it.
Hope that helps! Take care - David
Thanks. I'm the only one managing them. I'm trying to determine if I need tier 3 or 5.
If using the same sub account is it just one repo for all the data in that sub account? So the danger is not filtering the reports by client?
Yes, that's the danger. You'll have one list of all the integrations for all the clients' data. Especially if you have multiple workflows and dashboards per client, it becomes easier to mix them up. In Gyana 1.0 people got very worried about this and that's why we built the projects/sub accounts feature in 2.0. But of course it's possible to avoid mixing up without them, if you're careful and you name everything carefully. Hope that helps :-) David