Make It Yours - All About Customizations

Make It Yours - All About Customizations

FAQ - Make It Yours - All About Customizations

Application

This section under Preferences allows you to customize specific parts of the dashboard and the experience you and your users have. 
  • Application name: This will alter the name that appears in the browser tab
  • Display currency: This allows you to choose the currency that is specific to your location. Note that this is dashboard wide and cannot be set unique to users or clients
  • Timezone: This allows you to set what timezone all user logins get logged 
  • EZ Login Link Expiration: This feature allows you to set how long the links in your Report Scheduler are active
  • Allow Business Unit Admin to connect and map Data Sources: This feature will let you control whether or not your Business Unit Admin users can add accounts in the various 3rd party connectors and map campaigns 
  • Show Data Sources Overview: This will allow you to decide if you want users who are logging in to see the Data Sources Overview
  • Show Service Detail Links: This will allow you to decide whether or not you want the left navigation bar to show the Data Sources section. Ultimately this controls two things - if the drill ins actually show and if the Reporting sections shows at all
  • Hide Unmapped  Data Sources: This will allow you to decide whether or not client users logging in will see all the 3rd party connectors that exist on the dashboard or just the ones that they are mapped within
  • Show Channels Overview: This will allow you to chose whether or not there will be a separate Overview page for the various channels that you have set up within the dashboard
  • Activate feedback widget: This will activate a widget in the dashboard that allows your Super Admin users to provide TapClicks with feedback 
  • Show Data Freshness Date: This feature will enable a date stamp for each connector in your Dashboard to show you when we last fetched for data