What Is a Client in TapClicks?
A client in TapClicks is an end-user to whom you provide services. You can create a profile for your clients and grant them specific access to data profiles, dashboards, and reports.
How to Add a Client
| Note: Once a client is added, it cannot be deleted. You can terminate or change their status to inactive, but their information remains in the system. Only add clients that are necessary. |
1] In the left side menu, on the Admin menu, click Clients.
| Note: If you have Orders & Workflow, you can also click Clients from the navigation there. |
2] In the upper-right corner of the page, click the Add Client (plus sign) icon.
Settings
3] On the New Client screen, in the Settings tab, enter the client’s company name in the Company Name field.
4] Select a Data Profile for your client from the Data Profile dropdown menu.
5] Optionally, select one or more Client Groups from the Client Groups dropdown menu.
6] If applicable, select a Business Unit from the Business Unit dropdown menu.
7] Select one or more products from the Product dropdown menu. Click the X to the right of a product to remove it.
8] If applicable, select an account manager from the Account Manager dropdown menu.
9] If applicable, select a currency from the Currency dropdown menu.
10] Select the language for this client’s reports from the Report language dropdown menu.
11] Choose the appropriate Client Status using the radio buttons.
| Note: Clients in the "Hold" status retain their configurations, and their data continues to update, but it cannot be viewed. This status may offer a lower billing rate compared to active clients. Contact your Account Manager for more details. |
12] Slide the Enable Tap Leads? toggle to the right to enable Tap Leads.
13] Select the appropriate option from the Orders & Workflow Status dropdown menu.
14] Slide the Enable Cross BU Order Booking toggle to the right to allow cross-business unit order booking. Selecting this option enables this client to be the client for any business unit, not just the one selected previously.
Info
15] Click the Info tab at the top menu.
16] Enter the company information into the appropriate fields.
17] Enter the primary contact information into the appropriate fields.
Branding
18] Click the Branding tab at the top menu.
19] To upload a .png logo for custom branding, click anywhere in the Logo square, navigate to the image on your computer, and click Open. The logo image is automatically resized to 200x60 pixels. Contact your TapClicks Customer Service Support representative in case of difficulty.
20] Click Save at the bottom of the page to create the new client.
How to Edit Client Information
21] On the Clients page, locate the client you want to edit.
22] On the far right side, click the edit (pencil) icon.
23] Make the necessary changes.
24] Click Save.
How to View Client Summary
25] On the Clients page, locate the client whose summary you want to view.
26] On the far right side, click the view summary icon.
The client summary screen appears. Here you can view scheduled reports, users, data sources, products, and data source overview for the client.