Clients

Creating a New Client
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
Express Setup
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
Logging In
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
Theme Commander 3 Configurator
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
Creating a new survey for an existing client
  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
Custom Date Ranges
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
Using Custom Date Ranges
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
Adding One Location
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
Manage Location Stickies
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
Adding a Manager
 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
Adding a manager to a level unit manually
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
Updating Job Managers
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
Deactivating a Client or a Survey
  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
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