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 Clients tab and use the Add New Client button, or use the quick jump function and search for the same text.
The Client Creation adds a new client to the system. Required fields are: Client Name, Business Type, Year Type, and Date Range Menu Type which will highlight red if not entered correctly.
Some fields will have default information already entered for quicker setup. You can choose to add to or edit these fields at this time but these settings will be available later if you decide to wait.
ADDING CLIENT INFORMATION
Client Name
Enter the name of the client in this field.
Allow Collaboration With
This setting may appear and is used only for Collaboration projects; most new clients do not need to change this.
Default Shopper Contact Email
Enter or change the name of the your main scheduler in this field. Shopper inquiries about MANUALLY scheduled shops for this client submitted through the Contact Scheduler page will go to this person. NOTE: If you have specified a Default Survey Shopper Contact in survey settings, inquiries for that Survey will go to that address instead.
Business Type
Enter a generic description of the type of business for this client. This information is used in the Autoscheduling emails that go out to shoppers to give a general idea of what the shop is for without giving out the name of the client. This is to help prevent shoppers from applying for and being accepted for a shop they would not like to do. Examples of business types are Retail, Restaurant, Fast Food etc.
What will shoppers usually be paid for shopping this client?
Enter the default pay for shoppers for this client; can be left blank and modified when scheduling shops. If a value is entered, it will be applied to all surveys for this client.
What is the usual limit on expenses when shopping this client?
Enter the highest amount/upper limit that shoppers can be reimbursed for. In order to get the actual expense incurred by the shopper, there must be currency question(s) on the form flagged as Expense or Special Expense questions appropriately. If the shopper enters an amount less than or equal to the amount set as the default expenses then that is what the shopper will get reimbursed for. If the shopper enters an amount more than the amount set as the default expenses than they will get reimbursed only for the default amount.
For example, if default expenses is set to $5.00 and the shopper spends $3.00 the shopper will be reimbursed $3.00. If the shopper spends $7.00 the shopper will be reimbursed only $5.00.
Main Contact Email
Enter the main company contact email address for this client. If there are multiple email addresses, use commas to separate them. These form the "Company" level contacts which can be used for Review Triggers and for Report Distribution/Email Web Links.
Client Contact Email
Enter the name of the account manager in charge of this client.
CHOOSING DATES FOR LOGS, REPORTS, ETC.
Type of Year
From the drop down menu, choose the type of year the client wants to use for reporting purposes.
- Calendar (Jan-Dec) - Choose this option for a standard 12 month calendar year that starts on January 1 and ends on December 31. For calendar year, the Year Start Date field gets automatically set to January 1.
- Monthly (starts 1st of any month) - Choose this option for a fiscal 12 month year that starts in any other month but January. For example, October 1 through September 30. Be sure to enter - Enter Year Start Date
- Period - Choose this option for a year subdivided into periods of equal length. For example, thirteen 4-week periods. Be sure to enter: - Year Start Date - How many weeks are in a period? - How many periods are in a year?
Date Range Menu Type
This controls the Date Menu display type on all logs and reports. Choose from the two options:
- Start month & # of Months - Allows client to select the a date range from predefined months, based on the Type of Year selection.
- Month/Day/Year - Allows clients to specify any time interval with a Start Date and End Date using a manual selection option for month, day, and year.
COMPANY HIERARCHY AND MISC.
Enter the name/label of the hierarchical levels of management for this client starting from Level 1 being the lowest and each next level one step higher. The default level labels are Location, District, and Region. These can be changed to match your client's specifications. When these labels are changed, the new label names will automatically be displayed in the Location Administration and Manager Administration pages.
NOTE: Company as a whole is already accounted for in reporting. It is NOT recommended that you set Level 5 as Company as this will cause reporting to show the level 'Company' and also Entire Company which is a summation of all the levels.
Group Label
Groups are a different way to lump together locations in a non-hierarchical structure. For example, a client might wish to separate Drive-Thru locations from Walk-In locations. Groups are defined and attached on the Location Admin Page; the default label is Group.
Label For Individual Report/Evaluation/Etc.
Enter the term the client would like to use for an assignment to be completed by a shopper. This label will be used in the client reporting and logs; this is a required field and defaults to Evaluation. Commonly used terms are: Job, Shop, Evaluation, Audit, etc.
Label for State/Province
Enter the name the client would like to call the geographic states. For example, State, Province, etc. This is a required field and defaults to State.
Graphic Look and Feel for Clients
This controls how the navigation bar shows at the top of all the client pages. Choose between:
- Classic - individual color icons
- Neutral - without icons, light blue color buttons
- Version 3
- Metallic
- Smooth White
Client Size
This information is used accordingly to simplify the subdivision drop downs so that pages load faster if client has a larger set of locations.
- Less than 500 - Choose this option if client has less than 500 locations
- More than 500 - Choose this option if client has more than 500 locations. A different help article has a bit more info on this.
Uses Change Request System?
This setting controls whether a client uses change requests or not. There are three options:
- No - The Change Requests Module is off
- Yes w/ email - The Change Requests Module is on. The Change Request Supervisor will receive an email every time a change request is submitted.
- Yes, no email - The Change Requests Module is on. The Change Request Supervisor will not receive any emails and has to check the Change Request Log frequently to see if there are any new change requests.
Change Request Supervisor email
This email address has to be provided if you have opted to have the client use the Change Request System with email.
Client Announcement Any information entered in this field will appear on the client's home page. This may be used for special announcements and the text may contain HTML.
Client Footer Any information entered in this field will appear at the bottom on all client-side pages. This may be used as disclaimer or proprietary notice and the text may contain HTML for formatting purposes. Click Save Changes to save all the client information you have entered.
DRAGON REPORTING
Dragon Hide Questions From System Admin
Removes questions from Dragon for System Admins that are configured as 'Hide from Shoppers & Clients' or 'Hide from Clients'. Defaults to off.
Dragon Entire Company Restriction
Prevents managers from seeing the Entire Company data in Dragon. Managers will still only be able to see their own data regardless but this setting controls whether managers can see how their level rates to the summation of all the levels. Defaults to off.
Dragon Distribute on No Shops
Controls whether Dragon will distribute emails to managers based on shops in the reporting period. With the setting off, the manager will not receive a distribution email if he/she has no new shops in the reporting period. Defaults to off
Dragon Peer Data
Peer data is any unit of the same level that a manager does not have access to under the same parent. Peers are considered a good comparison for scoring so managers by default can see their peers, but not drill down into the peer data. These 2 settings turn off the ability to see peers or remove the parent restriction when viewing peers. Both are off by default.
Who Can Create/Edit Views
Controls who can create or edit Dragon views; defaults to 'Anyone'.
Dragon Header Links
Setting to disable the external links in Dragon which would prevent a user from accessing client pages such as Classic Reports, Logs, Locations, etc. Defaults to off. Also includes a text field to change the Classic Reports label.
Dragon Media Gallery
Setting to enable a link in Dragon to access the Media Gallery for viewing shopper uploaded files such as audio, images or text documents. Defaults to on.
Dragon ULG and Wave Labels
Text fields to change the default labels in Dragon for ULGs and Waves; defaults to 'ULG' and 'Wave'.
Dragon Filter Bar
Setting to show the Dragon filter bar expanded by default; defaults to off.
Dragon EKG
Setting to remove EKG from widgets in Dragon; default is off.
ACTION PLAN AND APPEALS
Kaizen Action Plan
This is a premium module which defaults to off. See help pages for Kaizen Action Plan.
Question-Specific Appeals
This is a premium module which defaults to off. See help pages for Question-Specific Appeals.
Default Manager Access Templates
When a new client is created, it automatically creates the manager templates for each level given, as well as client master. If you come back and edit the client later and add a level, it will create a new template for the new level added. The templates contain the following default permissions:
Level Managers:
- View Individual Surveys
- View PDF reports
- View own shops
- View own reports
- Distribute own shops in email
- Edit Own account
Client Masters:
- Client Master for that client
- View Individual Surveys
- View PDF reports
- View all shops
- View all reports
- Distribute all shops through email
- Generate PDFs
- Edit Own account
NOTE: If you need different template permissions please send us a Tracker Notice with the details and we will change the templates for you and apply them to all appropriate managers you have created.