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;
    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.