Set Up, Ongoing Maintenance and Management
To support Administrative users with the set up and ongoing management of their SCOPE Better system of Clients, Ratecards and more.
- Creation of a MSA Line Item
- List of privileges in Permissions Profiles
- Understanding Permission Profiles in SCOPE Better
- How to setup Groups within Scope
- What is 'Office Locations'
- Setting up recommended and re-ordering components
- Manage page overview
- Editing an existing rate card
- How to update my company details
- How should I set up integration with 3rd party traffic systems
- Set up a role configuration for my agency role
- How to add rate card to a client
- How should I manage my clients
- Date format management
- Add a rate card to a client brand
- What is Cost Plus?
- Creating a scope template
- How do I upload a Rate Card?
- How do I upload clients?
- How do I upload locations?
- How do I upload contacts?
- How do I upload brands?
- How to create an agency ratecard?
- How do I add multiple ratecards to one client?