Before you begin: The ability to configure and access the TapClicks platform is defined by User type.
The Four TapClicks User Types
- Super Admin
- Have full access to the entire TapClicks instance. Can manage all User/Client data and Business Unit/Client groups.
- Have access to the Connect Data Sources screen and all the Administration functions.
- Are authorized to create all other Users.
- Client
- Have access to their own data only.
- Can log into the Dashboard and generate Reports themselves.
- A single client can be connected to multiple profiles for different Data Sources. This is the combined record that connects all the sources together into a single view.
- Business Unit Admin
- Have full access to all User/Client data and Business Unit/Client groups within their Business Unit.
- Can create new Clients, Agents, Business Unit Admins, Client Groups, Custom Dashboards and Data Profiles for their Business Unit.
- Agent
- Have access to the Client Group that they have been assigned to.
- Have access to the Dashboard and Report generation, but do not have access to Connect Data Sources or Administration capabilities.
- Can be assigned various Roles which expand or limit their permissions in the platform.
For small or medium agencies, you probably only need Super Admin and Client user types. In such cases, all Clients are managed centrally by the agency. If you require separate branding for your Business Unit Reports or you want to summarize several Clients in Client Groups, consider configuring Business Units and Client Groups. Once you have those, you can add the Business Unit Admin and Agent User types.
Note: All TapClicks users are identified by e-mail address and can be invited to the platform by sending a welcome email. Users can also be imported with a default password during the implementation.
How to Create a User
1] Click Admin in the left side menu.
2] Click Users.
3] In the upper right, click the plus sign (+). The New User screen appears.
User Details
4] Enter the user's first name and last name in the respective textbox.
5] Leave the Status dropdown menu on Active.
6] Select one of the four user types from the User Type dropdown menu.
| NOTE: If you don't see the User type Business Unit Admin, it's because no Business Units have been created yet. |
7] After you select a user type, the Role dropdown menu appears. Choose a role from that menu.
8] Optionally enter a company name in the Company Name textbox.
9] Optionally select the timezone from the Timezone dropdown menu.
Data Settings
10] From the Data Profile dropdown menu, choose the data profile you want to apply to the user you're creating.
11] Optionally select a default home page from the Default Home Page dropdown menu.
12] If you want the user to be able to access the data source overview dashboard, choose Yes from the Access Data Source Overview Dashboard dropdown menu. Other choose No.
13] If you want the user to be able to access the channel overview dashboard, choose Yes from the Access Channel Overview Dashboard dropdown menu. Other choose No.
14] To grant the user access to custom dashboards, slide the Custom Dashboard List? slider to the right and from the Custom Dashboard List dropdown menu that appears, choose one or more of the custom dashboards. Click the "x" to the right of a custom dashboard to remove it from the list.
15] Select the lead notification frequency from the Lead Notification Frequency dropdown list. The choices are:
- Real Time
- Hourly
- Daily
- Weekly
- Monthly
Access Details
16] Enter the user's email address in the Email textbox. The user's email is how users are identified in TapClicks.
17] Enter a password for the user in the Password textbox.
18] Check the Send a welcome email checkbox to send a welcome email.
Additional Information
19] Enter additional information about the user in the Additional Information fields.
20] To enable the user to access the Google Sheets functionality, slide the Enable TapClicks for Google Sheets? slider to the right.
21] To enable the user to access the IO tool, slide the Enable IO Tool module? slider to the right.
22] Fill in all the fields which appear.
23] Click Save at the bottom of the screen.
How to Edit User Information
24] Make sure you are on the Users page (Admin->Users).
25] To locate the user whose information you want to edit, you can either enter their name (first or last) in the search box in the upper left. Results appear automatically.
26] Of you can search the list manually using the page navigation controls.
27] When you locate the user in the list, click the edit (i.e., pencil) icon to the far right.
28] The user's details screen appears. It is similar to the New User screen in step 3. The major difference is that the user type cannot be edited.
29] Edit desired fields in the User Details, Data Settings, Access Details and Additional Information sections.
30] Click Save at the bottom of the screen.
How to Inactivate a User
| NOTE: Inactivating a user means removing all the access of the user from the TapClicks platform. Users must have the proper permissions to be able to inactivate another User. |
31] Make sure you are on the Users page (Admin->Users).
32] Locate the user you want to inactivate (see steps 25 - 26).
33] When you locate the user in the list, click the Make Inactive icon to the far right.
34] When the inactivate warning appears, click Yes.
