Adminstration
Includes information on how to manage Users, Clients, Business Units, Integrations, Campaigns, billing, templates, tags and preferences.
- How to Customize the Message on the Login Screen
- How to Automate Assigning
- How to Create, Edit or Delete a User (Old UI)
- How to Create, Edit or Inactivate a User (New UI)
- How to add, edit, and delete Tags in Leads Management
- Customize your Data Source names, icons, and colors
- How to create and manage Business Units
- Managing Client user types (Old UI)
- How to Create, Edit & View a Client (New UI)
- How to Create and Edit Client Groups (New UI)
- How to set Preferences in TapClicks
- Product Feedback Portal Overview
- Roles Management
- How to manage Currency preferences
- What is Client Reporting Status?
- How to use Leads Management
- How to bulk Import/Export Clients in TapClicks
- Setting up a Data Profile
- How do I access my billing information?
- How to manage Campaigns
- Does TapClicks have an HTTPS version?
- Flat File Integrations
- Customer Terms & Conditions
- Partner Terms & Conditions
- Revenue Partner Terms & Conditions
- How to integrate Salesforce in TapOrders