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 ...
Thu, 1 Jul, 2021 at 12:49 PM
Location Importer
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
Location Exporter
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
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
Client Reporting
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
Theme Commander 3 Configurator
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
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 clients have ...
Wed, 18 Aug, 2021 at 4:37 PM
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
Bulk Updating Locations
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
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...
Tue, 22 Sep, 2020 at 9:26 AM
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. Se...
Wed, 7 Jul, 2021 at 9:10 PM
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.  ...
Fri, 2 Jul, 2021 at 6:15 PM
Client Locations
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
Report Activation
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