Create a Client

Access

This function is only available to the Engagement Manager role

To create a client 

  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

Next steps: Typically you will want to:

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