Clients
To create a new client:
From the Clients Tab on the Main Admin Page select Add New Client from the Setup area.
Input Client...
Fri, 27 Mar, 2020 at 11:21 AM
You can use Express Setup when you want to get started.
Express setup enables you to very quickly setup a new client with a survey. To ...
Fri, 27 Mar, 2020 at 11:17 AM
To access the client side of Sassie: Select Company Login. Enter the Company Name, Manager Login Name and Password. These are case sensitiv...
Mon, 6 Apr, 2020 at 9:52 AM
Configurator Overview First let's get familiar with the configurator interface, shown below in Figure 1. Figure 1: Theme Commander 3 confi...
Mon, 6 Apr, 2020 at 9:50 AM
To create a new survey for an existing client:
From the Clients Tab on the Main Admin Page select the existing Client.
Select Client and Form Settin...
Fri, 27 Mar, 2020 at 11:20 AM
Most clients have predictable reporting periods, using monthly, quarterly, annual, fiscal annual, or 13 4-week periods. However, some have completely unpred...
Wed, 27 Jun, 2018 at 10:57 AM
Custom date ranges can be used in reports and logs and anywhere there are date selectors. Once custom date ranges are setup date selectors will use the sele...
Mon, 6 Apr, 2020 at 10:10 AM
1) Select Clients Tab 2) Select Clients Survey 3) Select Add/Edit Locations 4) Select Add Location 5...
Mon, 6 Apr, 2020 at 12:53 PM
1) The Upload Stickies option is now the “Manage Sticky Notes” page (accessed from the Manage Locations page): 2) New Stickies Management Options: ...
Mon, 6 Apr, 2020 at 9:54 AM
From the Clients Tab on the Main Admin Page select the existing Client. Select Add/Edit Managers from the Setup area. Select th...
Fri, 5 Jun, 2020 at 1:51 PM
From the main admin page, choose the client and go to Edit Locations. Choose the level from the Edit menu. In this case, level 4, which is named "4...
Fri, 5 Jun, 2020 at 1:51 PM
When using the reviewer interface, and opening a shop, the top left corner contains the manager information. If the managers listed for each level are not t...
Thu, 9 Apr, 2020 at 12:59 PM
Admins can Activate, Deactivate or change the visibility of a Client or Survey. From the Clients Tab on the Main Admin Page select the Client. Selec...
Fri, 27 Mar, 2020 at 11:20 AM
Geocode Admin is the page where you can review or edit the geocoded coordinates for any client locations. First, select a client, or a country. ...
Mon, 18 May, 2020 at 3:13 PM