Legal — KAGR Platform User Guide

KAGR Platform User Guide

This Platform User Guide is made available to KAGR clients to help clients navigate and use the KAGR Platform. The client is responsible for accessing and using the Platform in accordance with this User Guide. If the client has any questions about the information contained herein, we encourage you to reach out to KAGR. 

Any capitalized terms not defined herein shall have the meaning provided in KAGR’s standard Master Client Agreement, located at

KAGR Portal Navigation

  1. Creating an account
    1. All approved users will receive an email notification to create an account in the KAGR Portal. The email will prompt the user to take the following steps:
      1. Click the link in the first email notification to confirm email address and activate account
      2. Click the link in the second email notification in order to reset password
      3. Reset password
      4. Click the link on confirmation page to log in with email address and new password
  2. Recommended browsers
    1. Most current version of Chrome, Firefox or Edge
  3. Portal access and security
    1. Portal users will be logged out of the portal after one hour of inactivity
  4. Portal navigation
    1. Log in: navigate to the portal via and input email address and password to log in
    2. Home page
      1. Accessible dashboards are available by clicking the tiles on the home page
      2. Documentation and Client user guide is accessible via the “Help” link on the top navigation bar
      3. Log out by clicking your user name in the top navigation bar
      4. Note: if you are a Client with more than one brand, use the drop down in the upper left to select from the drop down list. Selecting a new brand will update the dashboard tiles available on the home page
  5. Announcements & updates
    1. The announcements banner at the top of the home page will be used to communicate portal updates, feature/functionality releases and planned maintenance windows.

KAGR Portal Modules

  1. Features & functionality
    1. Dashboard home page
      1. Each dashboard will have a default view with a configured set of filters
      2. Details on common filters across dashboards are found in -the KAGR Portal Help Documentation accessible via the “Help” link on the top navigation bar
    2. Dashboard refresh
      1. The details on the schedule of refresh will be recorded in the upper-right corner of each dashboard page
  2. Download & export options
    1. Downloading visualizations
      1. Hover over the “Export” button on the top right of the dashboard and select PDF or Image
    2. Exporting data
      1. Hover over the “Export” button on the top right of the dashboard and select Raw Data
      2. Select the Full Data tab from the top of the new pop-up window and click “Download all rows as a text file”.  A csv will appear in the browser’s download status bar for local use  

Business requirements

The Client will participate in business requirements gathering for all data sources and Deliverables in the KAGR Platform. Business requirements topics include but are not limited to: overall data source strategy; data source integrations and data flows; data source demo, e.g. end user UI usage; KAGR golden record data source prioritization logic; KAGR aggregate field business logic.

User Acceptance Testing (UAT)

The Client will participate in UAT for the data sources and Deliverables in the KAGR Platform. UAT topics include but are not limited to: high-level count and metric comparison to data source UI; KAGR audience and golden record match metrics; KAGR ticketing data model metrics; Deliverables metrics.

Sensitive Data

Clients should make sure that no sensitive data is provided to KAGR or uploaded to the KAGR Platform. Sensitive data includes Social Security numbers, driver’s license numbers, passport information, health information, credit or debit card number, or other financial information such as bank account numbers. If any such sensitive data is provided to KAGR or uploaded to the KAGR Platform, KAGR shall have the right to immediately and permanently delete such information.

KAGR Services and Support

The Client will be allocated with a set of pre-defined annual support hours. Such support hours will be used to provide support to Authorized Users, to perform maintenance on the Platform (i.e. annual season refresh), and to complete dashboard enhancements as needed. Provider and Client will meet regularly during the Platform Subscription Term to review utilization of Provider support hours and to prioritize support items for the upcoming quarter.  Unless otherwise provided in the relevant SOW, unused Base Support Hours in any Contract Year may not be used in a subsequent Contract Year.

Through the Subscription term, the Client will be supported by the KAGR client team and will be equipped with support tools through the KAGR Portal including functionality to submit questions, issues, & new requests. Additionally, this team will perform regular usage tracking and proactive system monitoring. To ensure client success, KAGR offers several touch points with the Client including regular status calls for project management, quarterly strategy calls, and annual account reviews.