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 from the Admin page.

The top part of this page is dedicated to the Surveys belonging to this client. We have covered the details of those in a different help article.

Below the client survey settings you will find different settings relating to the client. 

The categories you can edit are:

Editing client information

Upload client logo

This links to the page where a client can define their logos. You can get the details on this functionality in a different help article.

Theme commander configuration

This links to the page where a client can access Theme Commander.

Client Name

You can change the client name if you want, but it will require you to re-upload new client logos.

Allow collaboration with

This setting may appear and is used only for Collaboration projects; most 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.

Editing dates

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


  • 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?


  • If Custom Date Ranges are enabled for a MSP, then you will see 'Custom' in the pulldown, the 'Edit Custom Date Ranges' link to create the date ranges, and 3 additional fields to define the labels for Small, Medium and Large ranges.

Date Range Menu Type

This controls the Date Menu display type on all logs and reports. Choose from the two options:

  1. Start month & # of Months 
    • Allows client to select the a date range from predefined months, based on the Type of Year selection.
  2. 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.

Level Labels (1 through 5)

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, and 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:

  1. Classic - individual color icons
  2. Neutral - without icons, light blue color buttons
  3. Version 3 
  4. Metallic
  5. 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.

"Show only shops in" menu

This selection controls which levels/subdivisions appear in the "Show Only Shops in" Filter.

Using the questionmark icon next to the label name will open a popup, displaying further details. 

However, there are three possible settings:

  1. Use default
  2. Filter by Permission
    • If the client would like to restrict levels in this menu to only those that the manager is permitted to see, you would select this option. This is the recommended setting.
  3. Show all
    • If the client would like all of its managers to be able to select from all levels, you would select this option.

Uses Change Request System?

This setting controls whether a client uses change requests or not. 

There are three options:

  1. No
    • The Change Requests Module is off
  2. Yes w/ email
    • The Change Requests Module is on. The Change Request Supervisor will receive an email every time a change request is submitted.
  3. 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.

Shopper Reminder Emails

This option allows you to edit the timeline when the reminder emails will be set to shoppers.

Photo DNA

Enable or disable Photo DNA for all surveys for this client.

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.

For example, a Level 1 manager will only see Level 1 data under his or her specific Level 2 and not Level 1 data under another Level 2, when the box is checked. When the box is unchecked, you have the option to configure peer data on specific widgets. When the “Hide Peer Reporting” setting is on, you will see additional options under the "Show Levels" settings for those widgets.

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.

If you are looking for more information about using Dragon, remember to check out a different part of our knowledge base dedicated only to Dragon!

Kaizen 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.