To create a new Client, Click on the Source Clients card on the Home Page or select Data Sources from the menu panel.
The Manage Data Owners page will display. Click on the New button.
Enter in the new Data Owners Name. Click Save and a unique ID will be assigned to the client.
You can also use the Actions dropdown icon on the right side of the screen to perform tasks related to the client’s route, such as:
- Tags
- Contacts
- Set as a Template
- Delete
- Duplicate
Click on the Add Brand button located beneath the client ID to include details to the client such as adding a Brand Name and a Title with their own unique ID. Each has its own Action with the ability to add Titles, Contacts, Tags, and Delete.
If you’d like to revert changes made but would like to stay on the Manage Clients page, click the Undo button located to the left of Save.
Once client details have been completed, click the Save button.
To add another client, click the Close button to be returned to a blank Manage Data Owners screen. Select the New button and repeat the process.
There is no limit to the number of new clients you can add. You can complete all necessary client details before selecting Save.
There is no limit to the number of new clients you can add. You can complete all necessary client details before selecting Save.
Note: Be sure to click the Save button prior to selecting Close so that any information entered or edited is not lost. The application provides tooltips letting you know whether an action taken such as Save has been successful.
