Clickable Account Managers have the ability to create new dashboards for new and potential clients.
- Go to manage.clickable.com and log in using the Super Admin credentials.
You will be taken to the "Select Company" screen. Select any account (it doesn't matter which company you choose).
You will be taken to the old Syncapse dashboard.
Click "Super Admin" in the top right corner.
Hover over the "+" sign next to "Clients". Click "New Client".
Fill out the "New Client" section, including:
- Client Name
- Account Status (trial or paid)
- Display 12/24 hr time
- Custom Logo (optional)
Note: License Allotment field is not needed. It used to be used for number of users. Just type any number.
Click "Create Client".
Find the new client in the Super Admin window.
Click the name of the client to show the "Edit Workgroup" link.
Click "Edit Workgroup".
Enable all sections you want available to the user.
Click "Save Workgroup".
Your dashboard is now created!
To test your dashboard, click "Switch Companies" in the upper right.
Navigate to your new client in the "Select a Company" screen. Note: Use Ctrl + F to search.
Click the client name.
Click the "Analytics" tab to open the dashboard in the new UI.