Icon Client Setup

Basics of Client management

Create a New Client
There are two ways you can reach the Client Creation page.  In both cases, you will want to be on the main Admin page. You can either head to the Cl...
Client Settings
Once you have created your client, you will be able to edit their settings on the Client and Form Settings page. To get to it, simply use the Quick Jump bar...
Upload Client Logos
To reach the Client logo upload page, use the quick search bar at the main Admin page. Simply search for "Client logo" and once here, you will be ...
Custom Date Ranges
Most of your Clients have predictable reporting periods using monthly, quarterly, annual, fiscal annual, or 13 4-week periods. However, some of them have co...
Deactivate a Client or a Survey
Admins can activate, deactivate, or simply change the visibility of a client or a survey. There are two ways to get to the Client-Survey activation page...
Logging In
Occasionally, you might want to access the Client side of Sassie. There are three steps to this: 1. Head to your Homepage and use the Company Log...
Admin Shop Log
Admin Shop Log is one of the functionalities you can get to without selecting a client and the survey straight away, and it allows the administrators to sea...
Client Shop Log
To reach the Client Shop Log, a page that allows clients to access individual shops, you will also want to start on the main Admin page. You are require...