Managing Clients

The Clients section allows you to organize your work by grouping projects under specific organizations or accounts.

This is especially useful if you are managing projects for multiple clients or departments.

What is a Client?

A client represents an organization, team, or group for which you are running one or more 360-degree feedback projects.

For example, you might create separate clients for:

• Different companies
• Business units or departments
• Individual consulting engagements

Each client can contain multiple projects.

What You Can Do Here

In the Clients section, you can:

• Create new clients
• View existing clients
• Organize projects by client
• Access projects associated with each client

This helps keep your work structured and easy to navigate.

When to Use Clients

You should use clients when:

• You are managing projects for multiple organizations
• You want to keep projects separated by team or department
• You need a clear structure for reporting or organization

If you are working within a single organization, you may still use clients to separate different groups or initiatives.

How Clients Fit Into Your Workflow

Clients sit above projects in the platform structure.

A typical setup looks like:

• Client
  • Project
    • Questionnaire
    • Participants
    • Reports

This allows you to group related work together and manage it more efficiently.

Tips for Managing Clients

• Use clear and consistent naming for clients
• Group related projects under the same client
• Avoid creating unnecessary duplicate clients
• Review your client structure periodically as your work grows

Related Pages

• Creating a Project
• Project Overview
• Overview Dashboard

What to Do Next

→ Creating a Project