This article is for tiered account Parents and Managers and explains the options and tools found in the parent account.

Ⓘ Available to HQ, Essentials, Teams, and Corporate accounts

In tiered accounts, the account Parent and Managers have access to the parent account, or "top-level" account. The parent account is home to several tools that aren't found in standalone accounts or subaccounts.

Ⓘ	Emma Essentials accounts have an account Parent but do not include a Manager role.

 

In this article Dashboard Subaccounts Subaccounts Subaccount catgories Bulk uploads Subaccount defaults Deliverability Users Brand Manager Insights Subaccount dropdown Parent account menu (house icon) Support menu Get support Help center What's new Status Gear icon Profile Account Billing Log out Additional resources

 

Dashboard

Upon logging in, your account will open to the Dashboard, which gives you a quick overview of your subaccount activity. You’ll find an at-a-glance look of your account activity over the last 30 days that shows you different stats about your Mailing engagement and Audience growth, as well as the Top mailing for the time period. For more information about the different parts of the Dashboard, please refer to this article. For more information about the marketing calendar, please refer to this article.

Subaccounts

In the Subaccounts section, you can view a list of your subaccount names, their current status, and their creation date. There are also five tabs where you can perform specific actions, as described below.

Subaccounts

The first tab in the Subaccounts section is also called Subaccounts. This is where you can view a list of your subaccount names, their current status, and their creation date. You can also click on the Create a new subaccount button to create a new subaccount.

Additionally, you can click on the dropdown arrow that corresponds to a subaccount and choose to View, Edit, or Retire that subaccount. If the subaccount is currently in the Trial status, you will also see the option to Activate it. For more information about creating, editing, and retiring subaccounts, please refer to this article.

Ⓘ

Once a subaccount has been retired, you cannot reactivate it through the user interface. If you retired a subaccount by mistake, our Support team may be able to reactivate it, so please reach out to them using the Get Support button in the bottom right corner of your screen. If the subaccount has been retired for 30 days or more, its data has been purged from our system and cannot be recovered.

Subaccount categories

The second tab in the Subaccounts section is the Subaccount categories tab. Here, you can create categories for your subaccounts, which you can use to filter your subaccounts in the main Subaccounts grid. For more information, please refer to this article.

Ⓘ	Subaccount categories are only available to Teams and Corporate accounts.

Bulk uploads

The third tab in the Subaccounts section is the Bulk uploads tab. Here, you can create multiple new subaccounts at once by following these instructions.

Subaccount defaults

The fourth tab in the Subaccounts section is the Subaccount defaults tab. Here, you can define the default settings and features for newly created subaccounts. You can choose whether new subaccounts should be created in the Trial status or the Active status, as well as which features they should have access to.

Deliverability

The final tab in the Subaccounts section is the Deliverability tab. Here, you can view the DKIM status for all of your subaccounts. The table in this tab contains five columns: Subaccount name, DKIM, Sender email, Send status, and Edit.

The DKIM column lists the domain that the corresponding subaccount currently has DKIM set up for. If the subaccount does not have DKIM set up, this column will be blank. The Sender email column lists the default sender email used by the corresponding subaccount. The Send status column displays a pill icon that says Good if DKIM is set up and the domain matches that of the sender email for that subaccount or Issue if DKIM is not set up or the DKIM domain does not match that of the suabccount's sender email.

To edit a subaccount's deliverability information, click on the corresponding pencil icon in the Edit column. For more information about DKIM and authentication requirements, please refer to this article.

Users

In the Users section, you can view, modify, and delete your existing users, as well as send password reset emails and invite new users. For more information about managing users, please refer to the article below that corresponds to your account type:

• Emma HQ: Managing users
• Emma Essentials: Managing users
• Teams and Corporate: Managing users

Brand Manager

The Brand Manager section is home to the Style Guide, Templates tab, Campaigns tab, Images tab, and Documents tab. These tabs allow you to create, manage, and share assets with your subaccounts. For more information about the tools found in the Brand Manager, please refer to this article.

Ⓘ	Some features of the Brand Manager are not available to all account types.

Insights

The Insights tab provides a central view of your audience and engagement metrics over a custom timeframe. Opens, clicks, sign-ups, and opt-outs can be viewed as either aggregate or trending metrics. As your account accumulates data, Insights will provide up to 24 months worth of data so that you can perform year-to-year comparisons.

Subaccount dropdown

The account dropdown allows you to navigate between the parent account and your subaccounts. To switch to a subaccount, simply click on the dropdown menu, scroll through the list or use the search bar to find the desired subaccount, and click on the subaccount name.

Parent account menu (house icon)

The house icon appears when the account Parent or a Manager is working in a subaccount, instead of the parent account. The purpose of this icon is to make it easier to access parent account tools when working in a subaccount. When a user clicks on the house icon, it opens a dropdown menu with options for all of the parent account tools: Dashboard, Subaccounts, Users, Brand manager, and Insights.

 

Ⓘ	The house icon is only visible when you are in a subaccount. If you are currently in the parent account, the house icon will not be shown.

Support menu

When you click on the question mark icon in the upper right corner of your screen, this opens the Support menu. This dropdown menu contains options for Get support, Help center, What's new, and Status.

 

Get support

The first option in the dropdown menu is Get support. Clicking on Get support opens our in-app virtual assistant. The virtual assistant can help answer your questions and, if needed, can connect you with our Support team via email or phone.

Ⓘ	In-app support is available to the account Parent and Managers of Teams, Corporate, and HQ accounts. In-app support is available to all users of Essentials account.

Help center

The second option in the dropdown menu is Help center. Clicking on Help center directs you to our Support Hub, where you can search for answers to your questions or click on the Get Support icon found in the bottom right of every page to reach out to our friendly support team.

What's new

The third option in the dropdown menu is What's new, which directs you to our What's new page, where you can view all of the latest features and enhancements.

Status

The fourth option in the dropdown menu is Status, which directs you to our Status page, which provides the current operational status of all aspects of the Emma application. You can also select to Subscribe to updates, which will send you an email notification for any scheduled maintenance or if a system incident occurs.

Gear icon

When you click on the gear icon in the upper right corner of your screen, a dropdown menu will appear. This dropdown menu contains options for Profile, Account, Billing, and Log out.

 

Profile

The first option in the dropdown menu is Profile, which contains four tabs:

• Basics: Edit your first name, last name, and email address / username.
• Password: Change your password.
• Security: Enable, disable, or change the type of two-factor authentication.
• API key: Generate, regenerate, or delete your API key pair.

Account

The second option in the dropdown menu is Account, which contains four or five tabs, depending on your account type:

• Basics: Upload an account logo, and edit the parent account's name and email address.
• Notifications: Sign up to receive sub-processor updates.
• Deliverability: Set up DKIM for the parent account, apply the parent account's DKIM to all existing subaccounts, and check for DMARC and SPF authentication.
• SSO: Set up SSO. Not available for all account types.
• Audience sharing: Enable audience sharing and manage your source subaccount. Not available for all account types.

Billing

The third option in the dropdown menu is Billing, which contains three tabs:

• Plan & usage: View your billing frequency, billing term, contact limit, SMS credit limit, subaccount limit, and user limit.
  • All usage: View your total contacts, mailing volume, SMS volume, and number of active subaccounts month-by-month. Download an activity report for previous months.
  • Subaccount SMS usage*: View each subaccount's SMS volume and manage their SMS credit limits.
• Payment & invoices: View and edit your payment method, view your account balance, view and download previous invoices.
• Contact info: Update your billing contact information including name, email address, additional emails, address, and phone number.

Ⓘ	*Subaccount SMS usage is only visible to accounts that have purchased SMS as part of their contract.

Log out

The final option in the dropdown menu is Log out. Selecting this option will log you out of your Emma account.

Additional resources

• Tiered accounts: Brand manager overview
• Tiered accounts: Submitting and reviewing campaigns
• Tiered accounts: Marketing calendar basics