Client setup flow

The first step is to set up your client.

The Express Setup is the quickest way to add a new client	The Add New Client page gives you some additional setup options
Express Setup	Add New Client
Use Levels and Groups for dynamic reporting and data collection
Levels Explanation
Use the Location Importer to add many locations, levels, and managers at once	Add locations individually once the project has started, or to make changes
Location Importer	Add Locations Individually
Set sections, scoring options, and manager triggers
Survey Settings
Import your questions in bulk using our Question Importer	Add questions to a survey individually
Survey Importer	Manual Survey Creation
	Question Types

Related tips & tricks

Click Here to download a PDF describing each question type

Managers can be added individually if the hierarchy changes.
Add Managers

Client Supervisors are client users who have access to all shops and all locations.
Supervisors are Users

Log in as a specific manager to see what they see when they log in.
Track Managers

Once your managers are created and your dashboard is set up, send out all login information at once using the Email Manager Passwords page.
Email Passwords