As an Admin or Manager, you can add, edit and archive clients from Manage Clients.
Adding a Client
- Go to Manage, then Clients.
- Click New Client, or use the red plus button.
- Enter a unique client name and a brief code to identify the client.
- Optionally add a description which serves as an internal quick description of the client.
- Click the Save button to store the client. You now can start adding projects to the client!