Create Clients

    Add, remove and edit clients

    Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects. Additionally, creating and assigning clients to projects is a way to structure and extract client related information and insights.

    There are two ways of creating clients, the first is through the Admin Settings (requires Admin permissions), while the second is available to Managers and above from within the project itself.

    If your Permission Level is Admin

    Step 1: Go to Admin in your personal menu

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    Step 2: Go to Clients in the side menu

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    Step 3: Click Add Client

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    Step 4: Give it a name, and click Add Client

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    Step 5: Hover over the newly created client

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    Step 6: Click Edit

    Step 7: Add details, contacts and notes

    Repeat for all of your clients

    If your Permission Level is Manager or Controller

    Step 1: Go to the project related to the client

    Step 2: Go to Client in the side menu

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    Step 3: Expand the dropdown menu at the top right

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    Step 4: Click Add New Client

    Step 5: Name the client, and click Add Client

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    The client has now been added, and assigned to the project.

    Phone Support: +45 61 77 97 22