Client groups
Give each client one competitor list, shared by every project you track for that client, and decide per project which of those competitors it counts.
What a client group is
Your organisation may track several projects for one client: a brand's sites in different markets, say, or its product lines. A client group gives that client one list of competitors. Every project you attach to the group gets each competitor on the list, so the client's projects compare themselves against the same rivals.
Open Settings → Client groups to see your organisation's groups.
Who can do what
- Owners and admins create, rename and delete groups, change a group's competitors, and attach projects to a group or remove them.
- Everyone else in the organisation sees the groups and their competitors, but not the controls.
- Anyone who can change a project's competitors can switch a group's competitor off or on for that project.
Attaching a project
Choose Attach a project on a group and pick one of your organisation's projects. A project belongs to one group at a time: one that is already in another group has to be removed from there first.
When you attach a project, every competitor on the group's list becomes one of the project's competitors. If the project already tracked one of them, under the same name or a recognisable spelling of it, that competitor joins the group's list and keeps its history; the project never tracks the same rival twice.
Attaching a project changes which competitors it counts from that moment. A locked scorecard's rivals and targets do not move.
A group's competitors in a project
On a project's competitor page, a competitor that comes from a group says From the client group and the group's name.
- Its name and website are the group's: change them on the group, and every project gets the change.
- To stop counting it in one project, switch it off on that competitor's page. It stays on the group's list and in the group's other projects, and you can switch it back on at any time.
- It has no Delete button in the project. The assistant tools likewise refuse to edit or remove it, and say to switch it off instead.
Changing a group's list
- Adding a competitor to a group adds it to every attached project at once.
- Editing a competitor changes its name or website in every project at once.
- Removing a competitor from a group switches it off in every project. Each project keeps it as its own competitor, with its history, and can switch it back on.
The pages that count competitors (the Overview, Competitor comparison and Platform comparison) refresh as soon as a group's list or a project's membership changes.
Removing a project, or deleting a group
- Removing a project from a group keeps every competitor it has as its own, switched on or off as it was. Nothing is deleted.
- Deleting a group does the same for each of its projects, then removes the group.
Every change to a group, its competitors and its projects is recorded in the audit log.