Managing Multiple Clients in Resiada: A Guide to the Parent-Child Account Model
When it comes to event management, juggling multiple clients can be complex—but with Resiada’s Parent-Child account structure, you can keep each client’s events organized, secure, and easy to manage. This guide walks you through setting up accounts, assigning users, and best practices for handling client-specific access.
🔐 Setting Up Client Accounts: The Parent-Child Model
Parent Account
Your main Resiada account acts as the central hub. From here, you can manage or switch to linked client accounts (child accounts).
Child Accounts
These are separate accounts linked to your parent account—each representing a specific client. Child accounts allow:
- Separate access for each client’s users
- Secure isolation of events and data
- Tailored permissions and branding
📩 To set up a child account:
Contact Resiada Support to request account creation and linkage.
🔄 Accessing and Switching Between Accounts
Once your Parent and Child accounts are set up, switching between them is simple:
- Log in to your Resiada account.
- Use the dropdown menu to select the account you wish to work on.
🔁 To switch to a different account:
Log out and log back in, then select the desired account from the dropdown menu.
Each account displays only the events, users, and reports specific to that client—ensuring clear organization and secure, client-specific access.
👥 Creating and Managing Users Within Each Account
Users are managed within each specific account, ensuring role-based access tailored to that client’s events.
Steps to Add Users to a Client Account:
- Switch to the desired child account.
- Go to User Management.
- Click Add New, and assign the appropriate roles or permissions.
- Save and send the invite.
🔒 Users only see the events and data tied to the account they’re assigned to.
✅ Best Practices for Multi-Client User Management
| Tip | Why It Matters |
|---|---|
| Assign Role-Based Access | Helps team members access only what they need—nothing more, nothing less. |
| Review Access Regularly | Remove outdated accounts or update roles to maintain data security. |
| Use Descriptive User Names | Helps identify which client account a user belongs to. |
🧩 Real-World Example
Let’s say you’re an agency managing events for two clients: Alpha Corp and Beta Inc.
| Step | What You Do |
|---|---|
| 1. Parent Account | Use your main Resiada login as your central access point. |
| 2. Create Child Accounts | Request a child account for Alpha Corp and one for Beta Inc. |
| 3. Add Users | Add Alpha Corp’s users to their account, and Beta Inc’s users to theirs. |
| 4. Manage Events | Switch to Alpha Corp to manage their events, then toggle to Beta Inc when needed. |
This structure keeps client events fully separated—streamlining your operations and reinforcing client trust.
📌 Key Takeaways
- Use Child Accounts to keep each client’s data isolated and secure.
- Assign users only within their respective client accounts.
- Take advantage of the account switcher to efficiently move between clients.
- Stay organized and protect client privacy with structured access and role assignments.
Managing multiple clients doesn't have to be a juggling act. With Resiada’s Parent-Child model, you’ll deliver expert-level service with clarity, control, and confidence.