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] Click Admin in the left side menu.
2] Click Clients.
| Note: If you have Orders & Workflow, you can also click Clients from the navigation there. |
3] In the upper-right corner of the page, click the Add Client icon (plus sign).
Settings
4] On the New Client screen, in 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.
7] If applicable, select a Business Unit from the Business Unit dropdown.
8] For product selection, use the Product dropdown menu. Click the X to the right of a product to remove it.
9] If applicable, select an account manager from the Account Manager dropdown.
10] If applicable, select a currency from the Currency dropdown.
11] Select the language from the Report language dropdown menu for this client's reports.
12] 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. |
13] Slide the Enable Tap Leads? slider to the right to enable Tap Leads.
14] Choose the appropriate Orders & Workflow Status dropdown menu.
15] 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
16] Click the Info tab at the top menu.
17] Enter the company information into the appropriate fields.
18] Enter the primary contact information into the appropriate fields.
Branding
19] Click the Branding tab at the top menu.
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 will be automatically resized to 200x60 pixels. Contact your TapClicks Customer Service Support representative in case of difficulty.
21] Click Save at the bottom of the page to create the new client.
How to Edit Client Information
22] On the Clients page, locate the client you want to edit.
23] On the far right side, click the Edit icon (pencil).
24] Make the necessary changes and click Save when you are finished.
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.