Managing Client User Types

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 necessary clients.

 

How to Add a Client

1] In the left pane, click Administration  and then click Client.

2] In the upper right, click the Add Client (i.e., plus sign) 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 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.

 

Reporting

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.

 

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

 

 

 

How to edit Client information

To edit Client information

1. In the left pane, click Administration  and click Client .  
2. Click the  icon in line of the Client  you want to edit.

3. The edit screen appears.

4. Edit the fields as per your requirements and click Save Changes .
5. Your changes will be saved.

 

How to view Client information

To view Client  information,

1. In the left pane, click Administration  and click Client.  
2. Click the  icon in line with the Client.

3. Client Details screen appears. You can view the assigned Dashboards and Widgets.

 

How to add creative to Client profile

A creative is any image or icon file you’d like to associate with the user record. This allows you to personalize the user profile or help distinguish them into groups.

To add creative to the Client profile

1. In the left pane, click Administration  and click Client.  
2. Click the  icon in line with the Client.

3. Creatives Library  screen appears, listing already uploaded creatives. If there are no creatives uploaded earlier, the screen will be blank.

4. To upload new creative, click Upload.

5. Select creative from your computer and click Add  on the upload screen.
6. New creative will be added to the Client  profile.

You can add multiple Clients and create a Client Group. You can also use Clients and create new Users and assign them access for various purposes.