Adding a client and connecting their projects

Add the client

A new client is created from Clients, above the list. It carries a name, the main email a portal invitation is delivered to, a phone number, the client's language (what its portal and messages are shown in) and free-text notes.

Only a role with client management permission sees the create form. A role that can only read clients still sees the list and the door into each one, just not the way to add a new one.

1. Open Clients from the navigation.
2. Fill in New client, Email, Phone and Client language.
3. Select Add client.

Point a project at the client

A project is not created from the client's page. The link runs the other way: open the project and choose its client from the project's own settings. A project can also carry no client at all, for internal work.

1. Open the project from Productions > Projects.
2. Select Project settings.
3. Choose the client from the Client field.

What the client's page brings together

One client's page shows its editable details, the people at that client (contacts beyond the main email, each with an email of their own), the portal doors issued to it, and the list of projects connected to it.

Archiving is the only destructive action here, and it does not delete anything: the projects and their history stay, the client just leaves the active list, and you can restore it at any time.

1. Open the client from Clients.
2. Under People at this client, select Add person.
3. Fill in the person's name, email, phone and role, and turn on May receive portal links if this person should get a door of their own.