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 client records
• View and manage existing Clients
• Delete unwanted client records

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, department, or business unit
• You need a clear structure for project management and reporting

Even if you work within a single organization, Clients can be used to separate different groups, departments, or programs. This can make it easier to organize projects and locate information later.

How Clients Fit Into Your Workflow

Clients sit above projects in the platform structure.

A typical setup looks like:

• Client
  • Project
    • Questionnaire
    • People
    • 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