Create a Client
Engagement Team Members
Admin (Engagement Managers)
This function is only available to the Engagement Manager role
To create a client
Select Admin -> Manage Clients
Enter a name for the client
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.
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.