What is a Client in TapClicks?
A client in TapClicks is an end-user that you provide services to. You can create a profile for your clients and grant them specific access regarding data profiles, dashboards and reports.
How to Add a Client
| NOTE: Once you add a client, you can’t delete them. You can terminate them or change their status to inactive, but you cannot delete their information completely. For this reason, please only add clients that are necessary. |
1] Click Admin in the left side menu.
2] Click Clients.
3] In the upper right, click the plus sign (+).
Settings
4] In the New Client screen, on the Settings tab, enter the client's company name in the Company Name textbox.
5] Select a data profile for your client from the Data Profile dropdown menu.
6] Optionally select one or more client groups from the Client Groups dropdown menu. Click the "x" to the right of a group to delete it.
7] Optionally select a business unit from the Business Unit dropdown menu.
8] Optionally select one or more products from Product dropdown menu. Click the "x" to the right of a product to delete it.
9] Optionally select an account manager from the Account Manager dropdown menu.
10] Optionally select a currency from the currency dropdown menu.
11] Select one of the TapReports Status radio buttons.
12 ] Slide the Enable Tap Leads? slider to the right to enable Tap Leads
13] Select the type of status for your client from the TapOrders Status dropdown menu.
14] Slide the Enable Cross BU Order Booking slider to the right to enable cross business unit order booking.
15] Fill in custom form fields, if any.
Info
16] Across the top menu, click the Info tab.
17] Enter the company information into the appropriate fields.
18] Enter the primary contact information into the appropriate fields.
Branding
19] Across the top menu click the Branding tab.
20] To upload an image (.png) logo for custom branding, click anywhere in the Logo square, navigate to the image on your computer and click Open. The logo image we be automatically resized to 200x60 pixels. Contact your TapClicks Customer Service Support representative in case of difficulty.
21] Click the Save button at the bottom of the page to create the new client.
How to Edit Client Information
22] On the Clients page, locate the client, in the list, you want to edit.
23] On the far right side, click the edit (i.e., pencil) icon.
24] Edit client details and when you're finished click Save.
How to View Client Summary
25] On the Clients page, locate the client, in the list, whose summary you want to view.
26] On the far right side, click the view summary icon.
27] The client summary screen appears. Here you can view scheduled reports, users, data sources, products and data source overview for the client.