How To Add Partner/Child Sites

Onboarding Partners: Creating a new Scorecard-Compyle Suite for New Partners or Programs

Making the New Site

• 1. Log in and open Control.
• 2. Open your primary, lead agency site while in Control
• 3. Expand the Clients menu at the top
• 4. Choose the Create Child option.
  
• 5. Enter the site details
  • Instance Code: Short Name or Acronym for the site
  • Org Name: Full Name of Partner/Child 

• 6. Click Create Client Site to save the information and create the site. A green confirmation message should appear.
• 7. Go to Clients > List to see all of your sites.
  
• 8. Check to see if the new site is present. 

Adding Users to the New Site 

• In Control, switch to the new site in the top navigation bar.
• Expand the Users menu > List
  • For Administrators that already have accounts, such as other Unlimited Suite administrators and the partner administrator user(s) if the partner already has one or more sites:
    • Click the Add Existing Admin button.
    • Enter the email address
    • Click the Add button (not the Add to All Children unless this is a new Unlimited Suite Administrator)
  • For all other new users:
    • Create them individually with the New User button
    • Import a list of users

Scorecard Settings (New Site):

• Admin > Reporting Frequencies
  • Create any custom calendars that the partner will need for reporting to your organization wide Scorecard measures
  • Example: Create a Fiscal Year calendar  with the appropriate month and day start.
• Admin > Partner Connect
  • Request to connect to the primary, lead agency Scorecard site 
  • For partner program sites, request to connect to that partner's other Scorecard sites.
• Admin > API Key
  • Copy the API key (only create a new one if there is no existing key)

Compyle Settings (New Site):

• Settings to Personalize the Site (Admin > Instance Settings)

• • Set the timezone if not Eastern US (default) and click the Update button
  • Upload the partner logo
  • Change the email "from" text to something like "Compyle Software on behalf of  Partner Name..."
  • Click the Update button to save the changes

• Settings for Reporting & Scorecard Connections (Admin > Instance Settings)

• • Set the fiscal year start month if not January (default) 
  • Enter the API key if it is not already set and click the Update button
  • Select the custom Scorecard calendars in the calendar dropdown fields
  • Click Update to save the changes.