What is an Account?

An Account represents a business or client inside WhatConverts. It is the organizational layer in WhatConverts that keeps your client or business data structured and separated. It acts as a container for multiple Profiles, each holding its own tracking, leads, reporting, and setup.

For agencies or multi-location businesses, each Account usually represents a single client, brand, or division, keeping Profiles and their data grouped and organized.

Why Use Accounts?

When managing multiple clients, brands, or locations, it's critical to keep data structured and organized. Without a clear hierarchy, tracking, lead management, and reporting can overlap, creating confusion and inefficiencies.

Accounts provide a middle layer between your Master Account and Profiles, giving structure and clarity to your organization's data.

• Data organization: Keep all related Profiles (locations, brands, or websites) grouped under one business or client.
• Cross-profile reporting: View leads and reports across all Profiles within the same Account.
• Simplified management: Manage settings that apply to all Profiles within the Account.
• Scalability: Add new Profiles under an Account as your client or business expands.
• Separation of clients: For agencies, each Account clearly separates client data, ensuring privacy and cleaner reporting.

Examples of How Businesses Use Accounts

The Account structure adapts to different business types, from single organizations to large agencies or franchises, allowing each to stay organized and report efficiently.

• Single business: Use one Account to manage all your company's leads and reporting.
• Agency: Create one Account per client to keep their tracking, leads, and reporting separate.
• Multi-location business: Use one Account per region, division, or brand to track results independently while maintaining centralized oversight under your Master Account.

Related Topics

• Understand the WhatConverts Account Hierarchy
• Understand the Account Settings
• Understand the Master Account Settings
• What is a Profile?
• Set Up Your Account Structure as an Agency