Setting up your clients

Add Location
On the Location administration page you can easily add a single location assignment to an existing location group or create a new one and add or create leve...
Tue, 25 Aug, 2020 at 12:37 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...
Tue, 13 Oct, 2020 at 3:31 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...
Tue, 30 Jun, 2020 at 8:13 AM
Sticky Notes
Sassie's virtual sticky notes allow you to add quick informational notes to a specific location. You can set who can see and read the note. From the ma...
Wed, 15 Jul, 2020 at 11:00 AM
Location Reorganization Wizard
A fact of life: clients are constantly making changes to their locations. With the location reorganization wizard, you can respond to those changes more qui...
Fri, 18 Sep, 2020 at 6:29 PM
Bulk Location Importer Template
In order to bulk import locations, you need to use our template and save it as a tab-delimited text file. Once you save your files this way you can use the ...
Thu, 6 Aug, 2020 at 3:23 PM
User Permissons
As a Partner System Administrator, you have some incredible superpowers called permissions that allow you to handle clients' needs- whatever they are w...
Fri, 14 Aug, 2020 at 5:15 PM
Default System Administrator Permissions
MSP System Admins are given default permissions (aka Superpowers) when they are first set up. This training will go over which managers have what permission...
Wed, 15 Jul, 2020 at 11:02 AM
Client-side Permissions
Client-side permissions determine what - or if - the client's data can be viewed by a Client Manager or Partner System Administrator. Level managers&#x...
Thu, 10 Sep, 2020 at 4:34 PM
Basic Scoring
Let's look at the basics of scoring and how Sassie calculates scores using quantitative questions then we will cover more advanced topics including sco...
Fri, 18 Sep, 2020 at 6:55 PM