What are client user types?
A client in TapClicks is an end-user that you provide services to. This user type allows you to give access to dashboards and reports to external users. You can create a profile for your clients and grant them specific access regarding data profiles, dashboards, and reports.
Please note that once you create a client, you can’t delete them. You can terminate or inactive them, but you cannot delete client information completely. For this reason, please only add the necessary clients.
How to Add a Client
1] In the left pane, click Admin then click Clients.
2] In the upper right, click the Add Client icon.
3] The New Client form appears on the Settings tab.
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 from the Client Groups dropdown menu by clicking on each one. 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.
12] Choose one of the four options for TapReports status by choosing the appropriate radio button.
|NOTE: Clients with Hold status have their configurations preserved while their data keep updating. But, the data cannot be viewed. There are some cost benefits to doing this. Contact your account manager for more information.|
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.
15] Click the Info tab across the top of the page.
16] Enter company information in the appropriate fields.
17] Enter information about the primary contact, at the company, in the appropriate fields.
18] To optionally add a logo to your reports, start by clicking the Branding tab across the top of the page. Otherwise, go to step 21.
19] Click the upload logo control.
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've located the client, on the far right, click the edit (i.e., pencil) icon.
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've located the client, on the far right, click the view summary icon.
30] The client summary appears including scheduled reports, users, data sources, and data source overview.