Account Types
Overview
In this article, you can find the how-to videos on account types.
You will learn about Account types, what they are for, how to manage them and how to configure matching. The tutorial starts with an introduction to understand account types. You will learn to configure and maintain them set-by-step through these video tutorials.
You can find additional information about how to use account types in the Settings -> Account Types section of the documentation.
How to create a new Account Type
A step-by-step walk through for creating a new account type. In this video we create a marketing account type.
How to create an Account Type mapping
Account types are classifications of user accounts that can be used to segment users within a data source into different cohorts.
For instance, if your data source has a large set of user accounts can use account types to tag admin, test, productivity and break glass accounts.
You create an account type by specifying a specific criterion for each cohort.
Using account type matching
An explanation of how the account type matching mechanism works and the observability telemetry you get for account types.