Learning Objectives

by completing this course, you'll be able to:

  • Summarize how to manage clients in single-level instances, Client Groups, and Business Units

  • Determine the right client management structure for your TapClicks instance

  • Create Clients, Client Groups, and Business Units as needed

  • Monitor your Clients’ Reporting Statuses

Course curriculum

    1. Course Overview

    2. What to Know About Setting Up Your Clients

    3. Decision: Setting Up Your Management Structure

    4. Creating Clients in TapClicks

    5. Overseeing Client Reporting Status

    6. Creating Client Groups (optional)

    7. Creating Business Units (optional)

About this course

  • 7 lessons
  • Beginner
  • 22 minutes to complete