Create a Client

Access

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This function is only available to the Engagement Manager role

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To create a client 

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1. Select Admin -> Manage Clients
    

2. Enter a name for the client
    

3. Other fields are optional

   • Note that uploading a logo for the client will make the Engagements screen easier to use for members of the engagement team. 
      

4. Click Save

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Next steps: Typically you will want to:

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Create an engagement for this client, with one or more projects within that engagement and then assign users to the engagement and/or projects.

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