The Keeni platform supports allows a single user to be associated with multiple accounts. Think of an account representing a company. One account could be for Tesla and then there is another account for SpaceX. If a user worked for both companies and both companies had accounts on the Keeni platform, then that user could login with one user account and be able to access both accounts.
This design of one user that can be associated with accounts supports future functionality where the user may not be an employee of one or more companies, but a third-party such as a consultant or contractor. We want to make it easy for a single third-party user to be able to access all of their accounts without having to use unique email address for each.
Switching Between Accounts
When a user is associated with multiple accounts, they can will have the ability in their user navigation to switching between accounts.
By default a user will login to the platform with their user credentials. They will be logged into the first account their user is associated with. The user can then switch between accounts, from their user navigation.
To switch between accounts, select the user icon on the top right.
Then select Switch Account.
If you do not have the menu item to Switch Accounts then the current user you are logged in with is not associated with more than one account. This was likely caused by a different email address being used between the two.
You will then be promoted to select which account you would like to change to.
Once you select which account you would like to switch to, then click the button for Switch. This then authenticates your user with the other account while logging you out of your current account.
Linking Your User to Multiple Accounts
If you have multiple users each associated with different accounts, you can link them. To link them, you need to decide which email address you want to be for your master account.
Then for each account that you have a user with that doesn't use the same master email address, you will need to have an administrator of that account invite you to their account using the email address for your master account.
Since you already have a user associated with your master email address, when the administrator invites you to their account, your user will be automatically active. The part of the invite functionality is effectively skipped since there is already a user associated with that email and that user is then associated and added to the account.
After an administrator invites you to their account user your master email address, then when you log back in that account will now be available to switch between.
Disconnecting Your Account from Shared Architecture
If you do not want your third-party users to have a simplified experiencing between your account on our platform and other accounts on your platform, then it is recommended to migrate to our Self-Managed deployment.
Refer to the Keeni Self-Managed deployment on the Pricing page:
When your our account is Self-Managed, it is deployed internally on your organization's network. This deployment would not rely on our cloud-based systems. Thus, users for your account would have a unique login.