Client admin
Client cockpits open as
Client admin
Register a client, register their people, then select who goes into a campaign. The cockpit boards then open as whichever client you choose.
Client organisations
| Organisation | Sector | Stage | People | Headcount | Joined |
|---|
Add a client organisation
People
| Name | Role | Phone | Organisation |
|---|
Grant a client access
Select people into a campaign
Selecting someone records who the campaign is for. It does not send anything — invites still go out from Survey admin, which is wired to the real survey backend.