Parent / child relationship
The feature and functionality of parent / child has been introduced as a way of forming a relationship between two or more clients. It allows content to be inherited and seen between the accounts.
The headings below include specific details on the parent / child relationship for that feature, the sections have been divided for your convenience, if needed.
What is a parent and child relationship?
Having a parent / child relationship will bring the added benefit of users saving time and effectively managing multiple accounts that are linked to one another. This means that content can be shared to other accounts without having to re-upload data, thus elevating the user experience.
The parent / child relationship primary function is to provide individual ownership and control of a venue, but at the same time combine content with other venues to create a symbiotic connected smart city.
PLEASE READ this info box before continuing.
For all examples in this article,
Parent account is HPK001 / Hollywood Park
Child account is HPKRETAIL / Hollywood Park Retail
When looking at the steps and screenshots, please make sure that you are using a parent account if the steps are for parent and vice-versa for child accounts.
To differentiate parent / child accounts inside PAM, you can refer to this photo below
Icons / Icon Categories
Icon categories can be seen on the left-hand sidebar when users click into icons as well as seeing all available icons underneath their respective category in the same page. These changes are in both parent / child accounts.
All created icon categories is visible on the left-side of the screen
Click on [+ ADD CATEGORY] to add an icon category
Click on [+ ADD ICON] to add an icon
For more detailed information on icons, please click here.
Parent account
Sharing icons with child accounts
Steps
1. In the PAM navigation menu, go to Library > Icons
2. Click on the pencil icon
3. Tick [SHARE CATEGORY WITH CHILD CLIENTS] to share all the icons that are inside this category with the child account.
You will need to make sure you choose the correct icon category that contains the icons you want to share.
4. Save changes
Child account
Seeing icons shared from parent account
Steps
We will now view the shared icon category (ARROWS) from the child account
In the PAM navigation menu, go to Library > Icons
The [ARROWS] category is now visible to the child account but faded because this came from the HPK001 parent account. To further help determine if a category is from a parent, we have removed the pencil and trash icons that you would normally see on the far left-side of each category
On the categories tab on the right-side, you can see all icon categories that are from HPK001
HPKRETAIL categories are visible to HPKRETAIL only as this is the child account
PARENT / CHILD ACCOUNT
Notable differences when a change is made in parent account and how it looks like in a child account
PARENT (before) | CHILD (after) |
---|---|
Editing icon category colour scheme
| Seeing the changes
|
Uploading / Editing / Deleting an icon
| Seeing the changes
|
General summary of rules for icons / icon categories
Parent | Child |
---|---|
If an icon is created in parent account this will be created in the child/ren account/s if the user allows the icon category to be shared with the child/ren | If an icon is created in a child account, this will not affect any other accounts |
If an icon is edited in parent account, it will be updated in the child/ren account/s | If an icon is edited in a child account will not affect any other accounts |
If an icon is deleted in parent account, it will be deleted in the child/ren account/s | If an icon is deleted in a child account will not affect any other accounts |
At the end of each icon category row will be the edit and delete button | At the end of each icon category row will be the edit and delete button |
- | When a user hovers over a shared icon, the label Parent icon will appear |
3D Assets
Parent account
In the PAM navigation menu, go to Library > 3D assets
Grey share icon - means that the 3D asset has not been shared [DEFAULT OPTION]
Blue share icon - means that the 3D asset has been shared with a child/children (click on it to activate from grey to blue)
Orange share icon - means that the 3D asset has been shared and is being used by a child/children (will automatically appear if the child account is using the parent 3D asset)
You can search for 3D assets on the top-left
Select the [UPLOAD] button to upload a new 3D asset
Child account
Seeing 3D assets shared from parent account
Steps
In the PAM navigation menu, go to Library > 3D assets
You can search for 3D assets on the top-left
If a 3D asset has been shared with you from a parent account, it will be in a faded view
You will only be able to download the file by pasting it in a new tab after CLICKING on the paper icon
If a 3D asset was uploaded into the child account, it will look normal with no fade
You will be able to update (pencil icon) , download (paper icon) or delete (bin icon) these 3D assets
Select the [UPLOAD] button to upload a new 3D asset
General summary of rules for 3D assets
Parent | Child |
---|---|
If a 3D asset is created in parent account this will be created in the child/ren account/s if the user allows the icon category to be shared with the child/ren | If a 3D asset is created in a child account, it will not be seen in a parent account.
|
If a 3D asset is edited in parent account, it will be updated in the child/ren account/s | If a 3D asset is edited in a child account, it will not affect any other accounts |
If a 3D asset is deleted in parent account, it will be deleted in the child/ren account/s | If a 3D asset is deleted in a child account, it will not affect any other accounts |
There is a search field on the top left-side of the 3D assets page. |
Digital Signs
For a detailed explanation on all things related to Digital Signs, please click here
Parent account
Overview and differentiating from child data
Steps
1. In the PAM navigation menu, go to 360 Studio > Digital Signs
2. You will see different signs on the map with different statuses. We will go through the 4 main statuses
2a. Black: Digital signs that are solid black represent a sign that is currently OK and up-to-date with content and belongs to the current logged-in account.
2b. Orange: Digital signs that are solid orange represent a sign that need content changes to be approved by an admin / manager.
2c. Red: Digital signs that are solid red represent a sign that has no digital sign identifier OR layout selected.
2d. Green: Digital signs that are solid green have configuration overrides, this is likely to occur in scenes.
3. Digital signs that are grey represent being linked to another account (i.e. child) and they are always smaller in size and not clickable. This will help you to differentiate if a sign belongs to an another account or to the account you are logged into.
Child account
Overview and differentiating from parent data
Steps
1. In the PAM navigation menu, go to 360 Studio > Digital Signs
2. The sign statuses have been explained in the parent account version of this. Please scroll up for clarity. You can also refer to the key section in the photo
3. Digital signs that are grey represent being linked to another account (i.e. parent) and they are always smaller in size and not clickable. This will help you to differentiate if a sign belongs to an another account or to the account you are logged into.
Both accounts
Digital Sign slots update
Steps
1. In the PAM navigation menu, go to 360 Studio > Digital Signs
2. Click on a digital sign. You can use the filters or search to make sure it’s an Interactive Kiosk or Directional Sign type.
3. On the right-hand side, you can see the slots are inverted in a black background and white text colour.
This is the current colour layout for the slots. No further action needs to be done. Continue to do the same process when creating digital signs.
However, if you were to see the reversed colour version, that would signify that the location DOESN’T BELONG to the account you are logged into. This applies for the child account.
This would look like the photo example below.
Blue Zone Parking is not inverted because the location belonged to HPK001. We are logged into HPKRETAIL in the photo
You can continue to use this location if you wish as it will not affect anything. Just remember that if you wish to change the contents of the location, you will not be able to do it because it doesn’t belong to your account.
Typing for a location inside the slots will show you which client (account) the location belongs to. There can be multiple names of the same locations from the same client account and multiple names of the same locations from different client accounts.
Just remember if a location slot is not inverted then it doesn’t belong to the account you are logged on to.
General summary of rules for Digital Signs
Parent | Child |
---|---|
Can edit their digital signs | Can edit their own digital signs |
Can see where child digital signs are located but not able to view or edit them | Can see where parent digital signs are located but not able to view or edit them |
Cannot use locations of child to put inside digital signs | Can use locations of parent (if shared) inside digital signs |
Making changes to layouts and digital signs only affect the current logged-in account | |
Inverted location slots = belongs to that account Clear location slots = belongs to another account (can still use the location, just cannot edit it) |
Experiences
Parent account
Overview
We will give an overview of what you can see when entering into your experiences page.
The parent account can view all created experiences but is unable to edit child created experiences.
Steps
1. In the PAM navigation menu, go to 360 Manager > Experiences
2. This is your filters section where you can click on different labels to show specific experiences. The default setting is everything except archive is enabled.
ARCHIVE: Any previous experiences that have already happened will remain in the system for you to refer to if needed in the future
ACTIVE: Any experiences that are currently happening
UPCOMING: Any experiences that is scheduled to happen in the future
HOLLYWOOD PARK (Parent account): Experiences created by this client will have their name next to the status if a user was logged in a child account to show that this experience wasn’t created by them.
HOLLYWOOD PARK RETAIL (Child account): Experiences created by this client will have their next to the status if a user was logged in a parent account to show that this experience wasn’t created by them
3. These are the experiences that have been created and now displayed on the page
4. Search bar
5. Other client’s name and status
6. Status only, which indicates this experience belongs to your parent account
7. Edit and delete button to modify experience
8. Click on [ADD EXPERIENCE] to create a new experience.
For help on filling out experience information, please click here.
Child account
Overview
Please scroll up to the parent overview for the full overview list as they are identical to child.
The child account can view all created experiences but is unable to edit parent created experiences.
Steps
1. Status
2. Edit and delete button
3. Other client’s name and status
4. You may notice that we have a parent and child experience combined together. This is called establishing connecting experiences which allows you to combine experiences to be seen and viewed at the same time.
This is also seen in the parent account
Learn more about connected experiences here
General summary of rules for Experiences
Parent | Child |
---|---|
When an experience is created in a parent account, this will be viewable in child/ren account/s | When an experience is created in a child account, this will be viewable in parent account |
Parent account can only edit parent data | Child/ren account/s can only edit their data |
Parent account will be able to view data that is not related to their account but unable to edit it | Child/ren account/s will be able to view data that is not related to their account but unable to edit it |
Parent account can see both parent and child data in the Experiences page | Child can see both child and parent data in the Experiences page |
If there is a connected experiences link established for both parent and child accounts then the experiences can be seen inside both Parent and Child Interactive Kiosks. Learn more about connected experiences here: Connected Experiences | |
Both parent and child account can remove connected experiences links if they wish |
Destination / Messaging Dictionary
Parent account
Sharing Destination / Messaging Dictionary item to child account
Steps
1. In the PAM navigation menu, go to Dictionary > Destination Dictionary
2. Click on [+ NEW DICTIONARY ITEM]
3. You need to make sure ‘Unique Destination’ is disabled. This will enable the dictionary item to be shared to your child account.
Once everything has been filled and saved, the dictionary item can now be seen in the child account.
Parent account
Deleting a dictionary item with linked assets
Please remember that you can delete a dictionary item instantly if they have 0 linked assets.
Steps
1. In the PAM navigation menu, go to Dictionary > Destination Dictionary
2. Choose a dictionary item to delete. For this example, we will choose ATM
3. Tick the checkbox
4. Click on the red trash can to delete
5. Click on ‘delete' to confirm
6. This pop-up appeared because this dictionary item is linked to either a digital sign or to a location, which means it will not be able to be deleted until the link/s is removed.
7. Click on the number to see exactly where the dictionary item is linked with.
8. In this example, ATM is linked to 3 areas with the sign name and scene given to show you where to find the links. You will need to delete all linked assets before being able to delete the dictionary item permanently.
Child account
Seeing dictionary items shared from parent account
Steps
In the PAM navigation menu, go to Dictionary > Destination Dictionary
You can see which dictionary items are linked to the parent account with the label ‘Parent Client’ visible on the right-hand side
You are unable to edit or delete any parent account dictionary items
You can see which Dictionary Categories are linked to the parent account (Hollywood Park) and child account (Hollywood Park Retail). Clicking on a category will show all dictionary items that are linked in that category
Deleting a Dictionary Category - For both account types
Dictionary items that are not allocated to a category will automatically be defaulted into an ‘uncategorised' category. The same can be said for a Dictionary category being deleted with the dictionary items still inside.
Steps
In the PAM navigation menu, go to Dictionary > Categories
You can view what kind of categories you have displayed on your account
Deleting a category
3. Press the X button on any of the categories. For this example, we will delete the TRANSPORT category
4. An alert will pop-up saying the category that you want to delete currently has dictionary items inside.
5. By pressing delete, you will lose your chosen category and the dictionary items inside will be grouped into the uncategorised category
6. The changes will appear inside Destination dictionary or Messaging dictionary, depending on where the category was located when you deleted it. (i.e. if you deleted a destination dictionary category, you need to click inside Destination Dictionary and click on uncategorised of the account you are logged into)
So in the photo below, the child account is being used so you will click on the child uncategorised category
7. All the dictionary items that were related to the old category (i.e. Transport) can still be seen.
General summary of rules for Destination / Messaging Dictionary
Parent | Child |
---|---|
If a unique destination / messaging dictionary item is created in parent, it won’t be seen in a child account | |
If non-unique destination dictionary item or messaging dictionary item is created in parent account this will be created in the child/ren account/s | If a destination dictionary item or messaging dictionary item is created in a child account, it will not affect any other accounts |
If non-unique destination dictionary item or messaging dictionary items are edited in parent account this will update in the child/ren account/s | If a destination dictionary item or messaging dictionary item is edited in a child account, it will not affect any other accounts |
If non-unique destination dictionary item or messaging dictionary items are deleted in parent account will be deleted in the child/ren account/s | If a destination dictionary item or messaging dictionary item is deleted in a child account, it will not affect any other accounts |
Dictionary / Messaging items that have linked assets will not be able to be deleted until those linked assets have been manually removed. | Dictionary / Messaging items that have linked assets will not be able to be deleted until those linked assets have been manually removed. |
Parent account can only see their own dictionary categories | Child account can only see their own dictionary categories |
Parent account cannot see any child created dictionary items. | Child account cannot edit or delete any shared parent dictionary items |
Parking
Parent account
Overview
Steps
1. In the PAM navigation menu, go to 360 Manager > Parking
2. Click on the panel to show the information on the left-hand side (we have already done this on the photo)
3. You can see a list of the different parking lots that are able to be configurable whilst in the parent account
4. The buildings without a red border, you are able to click and edit the information. They are parent account parking buildings
5. The buildings that are traced with a red border signify that they are linked to the child account which means you are able to view them but unable to edit them when in the parent account
6. The key shows you the current status of the parking lots. This is only applied to parent created parking lots since you are in the parent account.
Child account
Overview
Steps
1. In the PAM navigation menu, go to 360 Manager > Parking
2. Click on the panel to show the information on the left-hand side (we have already done this on the photo)
3. You can see a list of the different parking lots that are able to be configurable whilst in the child account
4. The buildings without a red border, you are able to click and edit the information. They are child account parking buildings
5. The buildings that are traced with a red border signify that they are linked to the parent account which means you are able to view them but unable to edit them in the child account
6. The key shows you the current status of the parking lots. This is only applied to child created parking lots since you are in the child account.
General summary of rules for Parking
Parent | Child |
---|---|
Can only edit parent data | Can only edit their own data |
Can view parent and child data | Can view child and parent data |
Data not related to your current logged in account will be viewable only | Data not related to your current logged in account will be viewable only |
Scenes
Parent account
Overview
Steps
1. In the PAM navigation menu, go to 360 Manager > Scenes
2. We have combined the Last Active / Created columns together as one area
Last active: Shows when was the last time this scene was activated and by who
Created: Shows who created this scene
3. There is an additional column called Allow link to child
4. When this toggle is off, users will NOT be allowed to link this particular scene to the child account.
When this toggle is on, users will be allowed to link this particular scene to the child account.
Activating the toggle doesn’t mean a link has been established, it just means the child account now has the power to link their own scene with this particular parent scene.
5. A child scene has been linked to this scene, indicated by the black trigger card.
6. Select the dropdown to figure out which scene name in the child account is linked to this scene
7. We have a new section called scene triggers. This will help you locate where this child scene is.
8. Name of the scene inside the child account
9. Name of the child account
Both accounts
Deleting a scene
1. You cannot immediately delete a parent scene if there is a child trigger linked to it (as shown below).
You will have to log-in to the child account first and remove the link.
We will return to the child account and follow the steps below
2. Make sure that the child trigger scene is unlocked. (In this case it would be Emergency Lockdown)
3. When logged into the child account, find the correct child scene. In this example, the scene name is: Emergency Lockdown as the parent scene trigger is S09 - Emergency Lockdown which matches the parent scene name as the photo above.
4. You can either delete the scene. If you do this step then disregard the rest of the steps in this section.
5. Or you can click the edit button and change the current linked parent scene to another scene
These steps are for the child account
6. Select the dropdown to select a new parent scene to link with
7. Save changes
These steps are for the child account
Go back to your parent account, find the scene you want to delete.
7. You will receive a final warning that there may be linked scenes to it
8. Select delete if you wish to remove the scene.
Child account
Overview
Steps
Some of these steps have been elaborated in the parent account scenes section
1. Parent Scene Trigger: This is where we can see if a child scene is linked to a parent scene
2. You can see the names of the parent scenes which has been linked to the child scenes
3. To link a child scene to a parent scene, click the edit button
4. We will create a scene by pressing [ADD SCENE]
5. Fill in Name
6. Fill in Description
7. Save
8. Click on the edit button to go back to the newly created scene
9. Click on the dropdown and select a parent scene you want to link this scene with. In this example, we have linked it with S10 - Emergency - Shelter in Place
10. Save changes
11. Click on the dropdown of the same scene you just saved (we have already pressed it in this photo)
12. You will need to select REQUEST APPROVAL and get it approved before this parent scene trigger can be established together.
Managers or administrators who are requested to approve changes, can click on the dropdown (on step 10) and it will give them either an option to accept or decline the new changes.
General summary of rules for Scenes
Parent | Child |
---|---|
When logged in, will show parent data only | When logged in, will show child data only |
Searching scenes will only search the data on your account | Parent data can be shown if creating / editing a scene and is going to link it to parent account |
Activating a scene will activate on the account you are logged into plus any links with child/ren account/s | Searching scenes will only search the data on your account |
Adding a scene doesn’t affect child/ren accounts | Adding a scene doesn’t affect parent account if not linked |
Editing a scene doesn’t affect child/ren accounts | Editing a scene doesn’t affect parent account if not linked |
Need to enable Allow link to child in order for child scene to be linked | Selecting a parent-scene trigger will require approval before the child scene can be made active. |
Deleting a parent scene with a child link will not delete the child scene | Deleting a scene will not affect the parent scene |
Map Editor
Please be aware that you are able to continue using Map Editor as you usually would.
This section is all about highlighting the differences on Map Editor when you are logged into a parent or child account.
Both accounts
Overview - General
Steps
1. In the PAM navigation menu, go to 360 Planner > Map Editor
Active client (parent) boundary
2. You will be able to recognise where your active client boundary is, as it will be in a green border
3. It will be a red border for non-active clients (i.e. child)
4. We have added a client label for every boundary that’s created.
In the photo example, green is Hollywood Park (the parent) and red is Hollywood Park Retail (the child)
5. Use the Venues feature type to create a new boundary. Please trace it as how you would usually trace a building. Make sure all points are connected. Only the Venues feature type can give a green / red boundary that you see in the photo which depends on which account you are on .
6. On the sidebar you can see your own features. You will not be able to view or edit features from other accounts.
7. Use the filters section to show only certain features (i.e. selecting Stadium will only show stadium) to help reduce congestion on the map if it is crowded.
Comparison - Parent and Child view
Parent view
Hollywood Park Retail is in red
Child view
Hollywood Park is red
Map editor preview
Steps
1. Inside Map Editor, click on PREVIEW
2. Choose your starting destination. You can click on any location in the map (i.e. Retail Parking 3)
3. Choose your end destination. You can click on any location in the map (i.e. Office Building)
4. You can see how long it will take to walk between locations
5. The route that was created is shown from starting to end destination. You are able to adjust this within Map Editor if this wasn’t the correct or intended route between locations.
General summary of rules for Map Editor
Parent | Child |
---|---|
Adding, editing or deleting a feature only affects the account you are logged in to | |
Any changes done in Map Editor while on respective accounts will not affect other accounts | |
Map editor contents that are not related to your account will be unchangeable | |
You are able to view both routes and thresholds | |
If you are a single client with no parent or child relationship then these boundaries will not exist | |
Can only edit parent data | Can only edit child data |