Create a new Client

As an Admin or Manager, you can add, edit and archive clients from Manage Clients.

Adding a Client

  1. Go to Manage, then Clients.
  2. Click New Client, or use the red plus button.
  3. Enter a unique client name and a brief code to identify the client.
  4. Optionally add a description which serves as an internal quick description of the client.
  5. Click the Save button to store the client. You now can start adding projects to the client!

Keywords: new client customer manage admin manager

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