Before you start
Account switching is only available to users who have linked accounts for both Marketing and Personalization.
Each Marketing account can only be linked to a single Personalization account, and vice versa.
When switching from your Personalization account to Marketing, if you are outside of the Marketing login expiry window, you need to re-enter your password to access the platform.
User management
If you create a new shared user in Personalization first, there is no automatic process to create an equivalent user in Marketing. For this reason, we strongly advise you create new joint users in Marketing, and have them use the Switch to Personalization option to create their user profile in Personalization.
When you add a new user to a Marketing account which is linked to a Personalization account, the user is created in Personalization when that user selects the Switch to Personalization option in Marketing for the first time.
To create a new shared user:
In Marketing, select the Account menu icon and go to Settings > Users and teams > Users.
In a secondary level (child) account, go to Settings > Managed users.Select New user.
Enter the email address for the new user, and set their account access and permissions for Marketing.
Learn more in Add a user.Under Settings, select the Personalization tab.
Expand the Role drop-down menu and select the permission level you want the user to have:
No access - the user cannot access Personalization from within Marketing.
Read only - the user can access Personalization, but cannot make any edits.
Edit (no admin) - the user can access, view and edit content in Personalization, but has no administrator permissions.
Admin - The user can access Personalization with full administrator permissions.
Select Save.
An invitation email is sent to the user, and their user profile is created in Marketing once they complete the user setup process.
Learn more about users in Personalization in User accounts and permissions.
Switch from Marketing to Personalization
In Marketing, select the App switcher, then select Personalization.
You’re redirected to the Personalization homepage, and are logged in with the appropriate user permissions for your Personalization user account.
Switch from Personalization to Marketing
The Switch to Marketing menu option only appears if you have initially logged in to Personalization from your linked Marketing account.
In Personalization, select the App switcher, then select Marketing.
If your Marketing login window has expired, you’re prompted to enter your password, then select Log in.
If your login window has not expired, you’re redirected straight to the Marketing homepage.
If you have any questions about using the account switching feature, contact us.