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 ...
Thu, 1 Jul, 2021 at 12:49 PM
With Sassie's Location Importer, you can easily add multiple client locations. The pre-designed template field enters all your client data. It's e...
Wed, 7 Jul, 2021 at 11:40 PM
The export tool allows you to download raw data, such as Locations, from Sassie into a tab-delimited file format that can be viewed in spreadsheet applicati...
Thu, 12 Aug, 2021 at 11:16 PM
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
Dragon Reporting is the newest Reporting tool for Sassie data. "Classic Reports" are older reporting options, and are shown on the Client ...
Mon, 11 Oct, 2021 at 7:23 PM
To get to the Theme Commander 3 (TC3) Configurator page, first select your client on the main admin page and type "Theme Commander" in the Quick J...
Thu, 1 Jul, 2021 at 12:52 PM
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 clients have ...
Wed, 18 Aug, 2021 at 4:37 PM
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
To update addresses or change management information on a location: 1) Select the Client Survey. 2) Select the Clients Tab. 3) Select Ad...
Wed, 7 Jul, 2021 at 11:29 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...
Tue, 22 Sep, 2020 at 9:26 AM
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. Se...
Wed, 7 Jul, 2021 at 9:10 PM
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. ...
Fri, 2 Jul, 2021 at 6:15 PM
You can upload a set of locations or add a single location. Other Location tasks : Location Importer Location Exporter Bulk Updating Locations Mana...
Wed, 7 Jul, 2021 at 11:38 PM
In addition to Dragon Reporting, Sassie has a number of legacy reports available to clients. An Admin can activate these core "Classic Reports" fo...
Wed, 18 Aug, 2021 at 5:26 PM