Creating a client

An administrator can add clients to the system.

To add a client:

1. Open the Administration - Users section.
2. Click the + button on the lower right.
3. Select Client.
4. The New Client page opens. In the Personal Data block, fill in the required fields:
   • Full name;
   • Email;
   • Initials - for example, the first letters of the first and last name. Initials will be displayed in many sections of the system next to the client's projects, cases, events, etc.
   • Job Title;
   • Company Name.
5. Fill in additional information about the client in the Additional attributes section. You can configure the block fields yourself in the Administration - Additional attributes section. See details: Editing a set of additional attributes. If the block is not displayed in the client card, configure the rights to view and edit it in the Administration - Users - User card section.
6. Click the Save button on the lower right.