Client Setup
Basics of Client management
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...
Fri, 15 Mar, 2024 at 11:42 AM
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...
Fri, 15 Mar, 2024 at 11:42 AM
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 ...
Fri, 15 Mar, 2024 at 11:43 AM
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...
Fri, 15 Mar, 2024 at 6:15 AM
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...
Thu, 28 Mar, 2024 at 4:14 AM
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...
Fri, 15 Mar, 2024 at 11:42 AM
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...
Fri, 15 Mar, 2024 at 11:43 AM
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...
Fri, 15 Mar, 2024 at 11:43 AM