This document explains the options found in the vPromotions Settings - Firm Tab. Full access to the Firm tab under Settings is only available to users with Firm Admin ability.
vPromotions Settings / Firm Tab
The firm tab contains information applicable to your entire firm. These settings will be used by everyone in your firm who has a vPromotions account. Users who need access to the vPromotions - Settings - Firm Tab must have Firm Admin ability assigned to them in the People Tab (see below). The Firm Tab in Settings is found by hovering over your name in the upper right corner of your vPromotions account, clicking on Settings, and then clicking on Firm.
The following headers hold information about each of the options found under the Firm Tab.
Firm Master
The Firm Master tab contains contact information for your firm. Please verify this information is correct. You can edit any needed changes and save those changes by clicking the Save Changes button at the bottom of the page.
New Applicants
The New Applicants tab will hold any new users in your market who need their new vPromotions account approved. Only users who have the Human Resources ability can approve New Applicants. For details on approving new applicants click HERE.
Firm Tax Info
The Firm Tax Info button contains your company's contact information, plus the legal name and tax ID number. Saving your firm's legal tax ID information in this location will enable that information to transfer directly into vPromotions End of Year Reports for winners needing a tax form. Reports can be found by hovering over your name in the upper right area of your vPromotions account and clicking on Reports. For more information on running End of Year Reports click HERE.
People
The People Tab contains a list of all the current and past users having a vPromotions account in your firm. In this location firm admins can edit the accounts of any users in the firm. For details on the People tab click HERE.
Firm Options
The Firm Options Tab contains a list of features you can turn on for your market. And, in many cases, additional information on the perimeters to be adjusted on those features. For a full list of the Firm Options and their details click HERE.
Clients
The Clients tab contains a list of every client which has been created in vPromotions. In this tab Firm Admins can manage their client list. For details on the Clients tab click HERE.
Stations
The Stations tab allows you to edit several vPromotions features by station. This is also where you will set your defaults for station color, contest rules and minimum PRF lead time. For details on the Stations tab click HERE.
Firm Approval Roles (Optional)
The Firm Approval Roles tab will show for you only if the Category Approval Process feature is turned on for your market. This tab enables you to create roles just for the Category Approval Processes you are creating. For details on Firm Approval Roles click HERE.
Category Approval Process (Optional)
The Category Approval Process tab will show for you only if the Category Approval Process feature is turned on for your market. This feature allows you to manage the approval process rather than the process being set up by vCreative staff. This feature also allows you to create different approval processes by category and station. For details on Category Approval Process click HERE.
Jobs/Tasks
The Jobs/Tasks tab will allow you to define/create any Job or Task to be assigned to people on a specific promotion. For details on Jobs/Tasks click HERE.
vPPO Packages (Optional)
The vPPO Packages tab will show for you only if you the vPPO Integration feature is turned on in your Firm Options. This tab is where you can create the vPPO Packages your market would like to have available to choose from when using the integration. For details on vPPO Packages here HERE.
Import Winners
If you are new to vPromotions you may want to import your current winner database. This will be helpful for running reports, because this import will hold all winning history from before your market started using vPromotions, allowing your reports to include all winner history. For details on Import Winners click HERE.
For questions please reach out to the vCreative support team by calling 800-605-9889 Monday - Friday from 8am - 8pm ET.