Help Center
Clients, Projects, & Tasks
Setting up a new client
Description
Describes how to add a new client.
Who can access this page?
To edit or add a client, a user must have Client Management access. Click here to view how to setup client management access.
Location
Menu Setup ClientsClick Add
Instructions
- Client Add/EditIn the User Info tab you can edit general information about this client. Once completed, click the Save button.
Screenshot
