Embedded Account structure

The typical account structure for Workato Embedded partners and their customers is as follows:

Workato Embedded account hierarchy

Admin account

This is the Workato account owned by the embedded platform partner. Use this account to manage internal development and testing activities to support your customers and access the Admin console to manage customer accounts.

Customer accounts

Customer accounts are the Workato accounts you manage. Each of your customers has an individual customer account. Your team or partners use these accounts to build on behalf of a customer. Your customer may also use this account to build and manage their integrations.

Collaborators

Users who have accepted an invitation to a Workato account. Collaborators can exist in the Admin account or the customer account. A collaborator's role determines the user's privileges and access to folders, features, and the admin console.

Customer managers

Customer managers are members of the Embedded partner's team; they can access all customer accounts. Customer managers should be trusted team members who have permission to view data in customer accounts. Manage the type and amount of data or tools that customer managers can view in customer teams through role-based access control.