Understanding Brands

Brands are a powerful way to control all the aspects of your CT dashboard. Here we'll guide you through the fundamentals.

A brand is essentially a collection of locations.

There's a big difference between the standard and enterprise plans.

Standard Plans

When you sign-up, a brand is created for you automatically. When you create a location, this location belongs to the brand. You can view all your locations within your brand.
On the standard plans, you can only create one brand per account. You can't create users to manage your brands either. If you want to invite users to manage segments, please create a project. Read more about projects here.
As a brand owner - i.e. the one who created the account, you have full access to your locations and settings. When you invite users to your locations, they only get to see the location you invited them to. Read more about invitations here.

Enterprise Plans

With the enterprise plans, things get more sophisticated. You gain more control of your dashboard behaviour, users and location. Here's a summary.
Firstly, you can create multiple brands per account and manage them from a single location. You can fully control the design, look and feel too. You get finer control of your dashboard behaviour so you can customise the user's experience. 
You can set defaults that apply to all new locations and devices. And, you can invite users without inviting them to a location. You can also manage their accounts and delete them if required. 
Finally, you can add your own support / docs to the dashboard.

Use Cases

You want to invite a user to manage your locations and brand.

First create a user via the API. Or, if the user exists, fetch their numeric id via the API.

Create a brand user with the Brand Ambassador role. 

The user will be able to create and modify all your locations.

You want to invite a user who has a single location

Again, create a user via the API.

Using the Location API, create a location and set the user_id parameter to the ID of the user.

The user will automatically be added to the location.

You have a location already and want to add a user

Use the Invite API to invite the user directly to the location

You have a group of locations and want to add a user to manage them all

First, create a project to 'contain' the locations.

Add all the locations to the project by updating the project_id in the location model. You can do via the API or dashboard.

Next, create a user with the project_id set to the ID of the project. 

If you already have a user in mind, all you need to do is create a Project User via the API. Set the project ID to the ID of the project you want to use. Set the user ID to the ID of the user.

They will automatically be added to all locations within the project.


In a forthcoming release, Brand Users won't be added to locations directly. Instead they automatically have permissions to access the locations within your brand. Right now, you may see the users populated in the Location User.