Managing Client user types (Old UI)

What are client user types?

A Client in TapClicks is an end-user that you provide services. 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  or Reports .

Please note that once you create a Client , you can’t delete it. You can Terminate  or change the status as Inactive  but can’t delete Client information  completely.  For this reason, please only add required Clients.  

How to add a Client

To add a Client

1. In the left pane, click Administration  and click Client .
2. Click the +  sign next to the heading Clients .

3. New Client form appears.
4. There are five sections in the form. General Information, Additional Information, Primary Contact, Custom Branding,  and Leads Management.
5. Fill out the form as per your requirement. Please contact your TapClicks Customer Support representative in case of any difficulty.  

6. Click Save Changes  to create a new Client.

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.