Step 1: Set up your first locations
View the video below to set up your first locations in Clean Smarts! This is the first step in configuring your account.
A unique feature of Clean Smarts is the ability to set up your organization in a tiered structure. This is incredibly helpful for user permissions; you can place managers over groups of accounts of physical regions and that's all they will see. This is also helpful for reporting; throughout Clean Smarts you can filter reports by selecting any tier, and the report will select all relevant information below that tier.
Watch the video below, or read a written walk-through instead.
You can request the upload template mentioned in the video by submitting a support request through this help desk portal or e-mailing [email protected].