This document contains frequently asked questions that arise when managing users in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below.
Why did TapClicks separate clients from users?
Why is the deletion option grayed out on some clients and client groups?
Why did TapClicks separate clients from users?
- Allows for centralized management of all your clients
- Aligns with billing practices, providing a space for reviewing, adding, or deleting clients
- Accommodates scenarios where a client may require multiple users for lead or report management
Why is the delete option grayed out on some clients and client groups?
The delete option for clients will only appear grayed out if there is a user associated with that specific client. For client groups, however, there are several reasons why the delete option might be grayed out:
- An agent user is in charge of that client group
- A report scheduler is using that client group
- It is a part of a group of client groups