Client Settings - Create/Edit Client

Creation or Updation of Client Settings, Account Configurations and Authorizations of Different APIs.

Creating a New Client

In Flightdeck, client accounts is associated with profile. A profile may contain more than one clients whereas, one client cannot be associated to multiple clients.

A. Creating a New Client into a New Profile

Steps to follow:

The new client in the new profile is created.

Creation of new profile / new client might be rejected; if the role constraint for number of Profile / no of client is exceeded to the user.

B. Creating a New Client into a Existing Profile

Everything is similar as creating client in a new profile.

Clicking on Continue Button will Create Client and redirects to Account Manager (Step 2).

Editing Client Information

Client's Website URL cannot be altered.

Steps to follow:

Clicking on Continue Button will save edited Client information and redirects to Account Manager (Step 2).

To Account Manager

1. Click on client information button on top-left of screen.
2. Staying at All click on "Add New Client" button
3. Click on Profile Name drop-down
4. Type the new profile name in Search area and lick on + Add <new_profile_name> to add new profile. (The new profile is not created until the client configuration is complete.)
5. Fill all the required details. Every Information Can be altered later except for Profile Name and Website URL. Updating Profile Name results to migrating the client to new profile Website URL is permanent. (This is going to be the client's URL and will be used in most calculations) Selection of Industry Category can affect your calculations in Share of Voice Reports.(Each category has their own set of CTR values.) Upload Company Logo, doing so, custom display picture is displayed in top-right corner of your screen in client-profile information button.
6. Click on Continue button.

1. In the client selection modal pop-up, Select the Profile from side bar and Click on Add new client button.
2. Also, you can change into existing profile (or, new profile) from the drop-down to select the Profile Name.
3. Fill in the required details. Every Information Can be altered later except for Profile Name and Website URL. Updating Profile Name results to migrating the client to new profile Website URL is permanent. (This is going to be the client's URL and will be used in most calculations) Selection of Industry Category can affect your calculations in Share of Voice Reports.(Each category has their own set of CTR values.) Upload Company Logo, doing so, custom display picture is displayed in top-right corner of your screen in client-profile information button.
4. Click on Continue Button.

1. In the side menu bar; Click on Settings menu.
2. Click on Edit Project menu.
3. Make the required changes. Changing the Profile Name results to remove the client from previous Profile and assignment into the new one. Changing the Industry Category results to CTR Value changes(based on industry category) and also affect the report calculations from next queue for Share of Voice Reports. Website URL cannot be altered.
4. Click on Continue button.