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.
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:
Each Client can be associated with multiple projects. This allows you to filter your projects by a specific Client and quickly view all projects associated with that Client in one place.
In the Clients section, you can:
This helps keep your work structured and easy to navigate.
You should use Clients when:
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.
Since each project is associated with a specific Client, we recommend keeping your Client list up to date.
Before setting up a project for a new Client, add the Client to your Client list. You can also create a new Client directly while setting up a new project.
For existing Clients, review and update their information as needed before creating a new project. This helps ensure that the project uses accurate and current Client information.
Client details may be displayed in email communications, 360-degree feedback questionnaires, and reports.
