View file | ||
---|---|---|
|
To download above documents:
Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.
...
Overview
Within the site’s Settings tab, the Company Information link is used to capture the company's address and primary contact information.
Need to Know
...
Benefits and Need to Know
...
Need To Know
...
Clones over from template/site you used to create your site
...
Although this information is not required, it is although helpful as Deem uses this information to pull research logs and reporting
...
Not displayed to client
Company Information
...
Process / Helpful Hint
...
Company Information
Click Settings tab
Click Company Information
Click Add A New Company
Enter as much client information as you would like to provide
Company Information
...
.
When a site is created by cloning a template, configurations within the Company Information section are copied from the template. For cloned sites, update the Company Information with the appropriate contact information for the new client.
This information is used for site administration and does not display to the client.
Company Information
...
From the partner dashboard home page, select the Settings link for the site you want to modify from the list of existing sites.
From the Settings tab, select the Company Information link.
If the new site was cloned from a template, select any existing companies in the list to verify the information.
To add a new company, click the Add A New Company link.
Complete the client address section. Data is not displayed outside of this page.
...
Contact Information
Complete the contact information. The contact is usually the owner of the site.
...
This information is used by site administrator and can be used for support or account management purposes. Data is not displayed outside of this page.
...
Additional Information
You can also enter additional information. This information is used by the site administrator
...
. Data is not displayed outside of this page.
...