Client Mappings

Randall Berg -

Interested in starting to use BrightGauge for client reporting?  Well your first step is to teach BrightGauge a little bit about your clients.  Here is a guided tutorial for client mapping.

 

Creating a Client Mapping

Step 1 - Access "Clients" Page

Once logged into BrightGauge, click on your avatar (or Initials) on the top right corner and select "Clients" from the drop down menu.

 

Step 2 - Add Client

If you haven’t created any clients yet, click “Add your first client”:

If you already have clients mapped and are just adding additional ones, you’ll see a list of clients already and you click the “Add A Client” button shown below:  

 

Step 3 - Search For the Client

The first screen will prompt you to search for your client.  Enter in the name of the client you wish to map.  This will search through your featured integrations (sorry no default SQL database or Dropbox support at the moment) for their name.  Click on the green Search button at the bottom when you’re ready to move on (the button will only appear after entering text in the search box):

 

Step 4 - Confirm or Edit Mappings

If the search finds a match, it will ask you to confirm the mapping:

 

If it does not match (or matches incorrectly), click the pencil icon to manually edit the mapping:

 

 

This will bring up the "Edit Mappings" dialog box. Proceed to enter the name for this client EXACTLY as it appears in the corresponding datasource database. It will search again and you can select the appropriate one from the drop down list.

 

If the correct client name is not generated by the search, make sure you have typed the name of the client in the search box EXACTLY as it appears in the corresponding datasource database, then select the green "+ Add Mapping" option from the bottom of the dropdown menu. This will manually add the mapping for this customer.

To remove any of the incorrect mappings, hover over the desired mapping and select the "X" icon that appears.

 

 

Parent/Child or Multiple Company Mappings

If a client has multiple names for the same datasource (bundling child accounts into a parent account or multiple sites into one account), you can use this edit box to combine all of them.  Once all selections are made, make sure to save the edits by clicking on the "Save Mappings" button at the bottom:

 

Make sure to check the names across all datasources. If you are mapping multiple accounts into the same client, you’ll have to edit for each datasource.  

Please note that for those datasources that will not be mapped for a particular client, the "Ignore" button must selected. 

Once you’re ready to proceed, click on the corresponding confirm or ignore buttons for each datasource and then select the "Confirm & Name Your Client" button at the bottom of the page.

If you're using custom datasources/datasets, please make sure to update them to select the appropriate client field for proper data mapping.

 

Step 5 - Name & Save

Now you’re ready to name the client.  Once named, click the blue “All Done! Save This Client” button at the bottom of the page.

 

Step 6 - Assign Client Recipients For The Client

The final step is to assign recipients (contacts) for this client.  (Please note, if you do not intend for this client to have reports emailed directly to them, you may skip the next steps and select the "No Client Recipients Needed For This Client" at the bottom.) 

Start by typing the client’s email address.  If you already have them as a recipient or contact in your account, then it will start showing those results.  If you don’t, finish typing out the full email and select the "+ Create..." option from the drop down beneath the search box:

 

Give the created recipient a name and then select the "Add User" button to the right. You can add as many recipients as you would like.  When you’re done adding recipients, click the "I’m Done Adding Client Recipients" button at the bottom of the page.  

 

After clicking the “I’m Done Adding Client Recipients” button it will bring you back to the clients page.  Your newly created client will be included in the alphabetical client list now.  

 

 

 

Editing a Client Mapping

Step 1 - Access "Clients" Page

Once logged into BrightGauge, click on your avatar (or Initials) on the top right corner and select "Clients" from the drop down menu.

Step 2 - Select the Desired Client to Edit 

From the client list, click on the desired clients name to open up the mapping configurations.

Step 3 - Make the desired change to the client mapping

- To Edit the client's name, select the "Edit Name" button towards the top of the page, next to the client's current name (#1 in the screenshot below). A modal titled "Edit Client Name" will appear (#2 in the screenshot below). Proceed to make the desired change in the text box and select the green "Apply Client Name" button when complete.

- To make a change or remove one of the datasource mappings for the client, select the "Edit" gear icon for the desired datasource (#1 in the screenshot below). This will bring out a small dropdown menu.

To edit the mapping, select the "Edit Mappings" option (#2 in the screenshot below). This will bring up the "Edit Mappings" dialog box (this section of the article above, outlines how to use this dialog box).

To remove the mapping, select the "Remove Mappings" option (#3 in the screenshot below). This will mark the mapping as ignored.

- Once the desired changes are made, click on the blue “All Done! Save This Client” button at the bottom of the page.

- To make changes to "Client Recipients" for a client, please refer to this article.

 

 

Deleting a Client Mapping

 Step 1 - Access "Clients" Page

Once logged into BrightGauge, click on your avatar (or Initials) on the top right corner and select "Clients" from the drop down menu.

Step 2 - Select and delete the desired client

Click on the "Delete" button for the corresponding client (#1 on the screenshot below), and then select "OK" on the confirmation modal to delete the customer (#2 on the screenshot below).

 

 

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