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.
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]