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2. How to Create a Client


Client profiles are automatically created when they register on your site.

To create a client manually, click the Add button at the top right of the Clients tab:

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A window will open where you can fill in the client's details.

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The client profile consists of five main sections:

  • Personal: General information such as name or contact details.

  • Billing: Information about client’s location.

  • Affiliation: Information to control the flow of customers on the platform (e.g., where they came from, which manager is assigned to them, etc.)

  • Meta: Function to add custom fields with advanced information about clients. For example, additional phone number. To add a new field:

    • Click the icon next to (empty object)

    • Click on the Append button.

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    • Fill in the field and value. For example, WhatsApp: 934578981723

    • You do not need to save the fields separately, the information will be saved automatically when you save the entire client account.

  • Two-Factor Authentication (2FA): A security mechanism that requires two forms of verification when logging into an account or system. While you cannot add a new verification method at this stage, you can view the already added methods, which can include Email, Google, and Phone. One of these methods should be set as the default. To change the default method, hover over the desired method and click Make as default. You can also delete non-default 2FA methods using the Delete icon, or change a phone number using the Edit icon.

  • You can also leave comments in the Description section.

The following fields are required:

  • Type: Personal (by default) or Business.

  • Email: The client’s email in the [name]@[domain] format.

  • Project: The project to which the client is assigned.

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Note: You cannot change the type of the client and/or the client’s email after saving their information.

You can view all clients in the Clients tab. To get full information about the client, click on the client’s email in the Email column:

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A drawer will open on the right with information about the client:

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1. Open the Clients Module

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In the left-hand navigation, click Clients.

2. Launch the “Add Client” Menu

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In the top-right corner of the Clients list, click + Add (Look at #1 on the image above).

3. Choose Client Type

From the dropdown, select either Business client or Personal client (Look at #2 on the image above).

4. Create a Business Client (3-Step Wizard)

Step 1 — Add Company Information

Company name: Enter the legal name.

Company ID: Your internal identifier.

Company VAT: VAT or tax number.

Established: Pick a date.

Country: Select from the list.

City, Address, Postal code: Fill in billing address.

(Optional) Company logo: Drag-and-drop or browse to upload.

Click Next →.

Step 2 — Add Director (UBO)

To assign an existing director, click Assign Director…, then choose a client from the Client dropdown.

To create a new director, click Create a new client for director and fill out the mini-form that appears.

Click Next →.

Step 3 — Add Members

In the Clients panel, search or scroll to find additional client contacts.

Click each name to move them into the Members panel.

For each member, toggle between RO (read-only) and RW (read-write), or click the trash icon to remove.

Click Next → to finalize.

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