What are client user types?
A client in TapClicks is an end-user to whom you provide services. This user type allows you to grant access to dashboards and reports to external users. You can create a profile for your clients and specify their access to data profiles, dashboards, and reports.
Note: Once you create a client, you cannot delete them. You can terminate or inactivate their account, but their information will remain in the system. Therefore, only add clients who require access.
How to Add a Client
Settings
1] Log in to TapClicks and, on the Admin menu, click Clients.
2] In the upper right corner, click the Add Client icon.
3] The New Client form appears on the Settings tab.
General
4] Enter a company name in the Company Name textbox.
5] Choose a data profile from the Data Profile dropdown menu.
6] Optionally, add one or more client groups by selecting them from the Client Groups dropdown menu.
| Note: You must have already created client groups in order to add them to a client. |
7] To remove a client group from the list, click the "x" to the right of the group name.
8] Optionally, select a business unit from the Business Unit dropdown menu.
9] Optionally, add one or more products from the Products dropdown menu by clicking on each one.
10] To remove a product from the list, click the "x" to the right of the product name.
11] Optionally, select an account manager from the Account Manager dropdown menu.
Reporting
12] Choose one of the four options for TapReports status by selecting the appropriate radio button.
| Note: Clients with Hold status have their configurations preserved while their data continues to update. However, the data cannot be viewed. This may offer cost benefits. Contact your account manager for more information. |
TapOrders
13] Choose a TapOrders status from the TapOrders Status dropdown menu.
14] Slide the slider to the right to enable cross business unit order booking.
Info
15] Click the Info tab across the top of the page.
Company Information
16] Enter company information in the appropriate fields.
17] Enter information about the primary contact, at the company, in the appropriate fields.
Branding
18] To add a logo to your reports, click the Branding tab at the top of the page. If you do not want to add a logo, skip to step 21.
19] Click the Upload Logo button.
20] Navigate to the image on your local machine and click Open.
21] Click Save to complete new client creation.
How to Edit Client Information
22] In the left pane, click Administration and then click Client. The Client list appears.
23] To locate the client, either scroll through the list of clients or enter the client name in the search box and hit Enter.
24] Once you have located the client, click the Edit icon (pencil) on the far right.
25] The Edit screen appears which looks just like the New Client screen.
26] Edit the fields as per your requirements and click Save.
How to View Client Summary
27] In the left pane, click Administration and then click Client. The Client list appears.
28] To locate the client, either scroll through the list of clients or enter the client name in the search box and hit Enter.
29] Once you have located the client, click the View Summary icon (clipboard) on the far right.
30] The client summary appears, displaying scheduled reports, users, data sources, and an overview of data sources.