Introduction to Umbrella Management

This feature is currently available as an add-on for our FullStory Enterprise plans. Please contact your Account Executive or reach out to Support to learn more about FullStory Enterprise.

Introduction 

The Umbrella feature allows you to manage multiple accounts from one screen in FullStory.  If you are managing FullStory for multiple clients or websites, Umbrella may be the right feature for you.

How It Works

Overview:

When Umbrella is enabled for your account, you will be able to choose an initial user as the Umbrella Manager. This user will have access to the Umbrella page within Settings and can also assign additional Umbrella Managers, if needed. From this page, the Umbrella Manager will be able to perform different tasks including: allocating a pooled bucket of sessions to different accounts on the umbrella, creating a new account, and managing which teammates have access to which accounts.

The top box of the Umbrella page, contains all the plan information about your Umbrella, including how many sessions you have to allocate across all the FullStory accounts associated with your umbrella and which users have a seat on each account.

Allocating Quota:

Quota can be allocated at any time during the month. There is no need to set your quota ahead of time and then be stuck with it. If you have any unallocated sessions, you will see a 'Remaining Sessions' section at the very bottom of the Accounts module on the Settings > Umbrella page. 

To reallocate session quota, simply click on the name of the account you'd like to update the session quota for and then click on 'Save' to apply the changes. Keep in mind, you can never allocate fewer sessions than what has currently been recorded for a given cycle.

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Creating a New Account

To create a new account, you must first make sure you have at least one unallocated session left under your Umbrella account. From there, click on the 'Add Account' button and enter an account name as well as how much quota you'd like to allocate to this account. Once you click 'Add,' the new account is created and should be available for you to log into. New accounts will have their own unique FullStory Snippet for you to deploy to the separate website.  

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Managing Team Members

Team members that have a seat on one of the accounts in your Umbrella can be managed at the bottom of the Umbrella page. You will have the option to assign a seat type for each user for each account by clicking on the 'Edit' link. (Note: If someone does not already have a seat on one of the accounts, you'll want to follow the steps outlined in this FAQ first).

Please note: If you make someone an Umbrella Manager, they will be given a seat on every FullStory account in your umbrella. 

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Removing an Account from your Umbrella

If you ever need to remove an account from your umbrella, you can do so by clicking on the name of the account you'd like to remove and then clicking on the 'Delete Account' button. You will then see a confirmation page where you can cancel or confirm the action.

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A few things to take note of when removing an account from your umbrella:

  1. This will put the account in a cancelled state. You can still log into the account but recording will be shut off.

  2. If you would like to subscribe the detached account to an individual subscription, please reach out to your Account Executive directly or our Support team here.

  3. If you would like to permanently delete the account, please reach out to our Support team here for assistance.

Frequently Asked Questions

How do I add a teammate to an account on my Umbrella if they aren't already a member?

For users that aren't already a member of an account under your Umbrella, you'll need to first invite them under the Settings > Team Settings page.  This will send them an email to accept the invitation. Once they have accepted this invitation to one of your Umbrella accounts, the Umbrella Manager will be able to add them to any account under the Umbrella.

How do I remove a teammate from all accounts on my Umbrella?

To remove a teammate from all accounts, you need to go to the Settings > Team Settings page. We first recommend removing the teammate on the Umbrella page so that they only have a seat on one FullStory account.

After doing so, you can then go to the Settings > Team Settings page for the sole account that this individual has a seat on and delete the user on that page. Once refreshed, that user will no longer show up on your Umbrella page, and you would need to re-invite them from the Team Settings page (see above) if you would like to re-add them to your account.

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How are seats allocated to each individual account under an Umbrella?

All accounts associated with an Umbrella will have the same number of seats available to use, depending on how many seats you purchased. For example, if your Umbrella plan includes 50 seats, this would mean that you could add up to 50 users to each individual account under your Umbrella.  

How do I rename one of the accounts once I have created it?

When logged into the FullStory account you'd like to be renamed, simply navigate to the Settings > Profile page and update the Name field.

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