How to add clients?

Option 1

When you start with time tracking a Time tracker form, you can just type a Client name in the “Select Client” field and click “Create new“.  After that this Client will be added to the Client list and appear into drop list in the Time tracker.

Option 2

  1. Select “Clients” button in SET UP section of the main menu.
  2. Crate new Client at the button “Create a new client”  in the right side and fill the client name.

 

Editing of client names

You can change the Client name by clicking of “Edit” button in the client list.

Who can make a change?

Adding, editing or deleting a client is granted to team member with roles of “Аdmin” and “Editor. Role of “User” does not have a right to make any change in client set-up.

See other guides:

How to add team member?

How to set up a team member?

How to add/edit a work task?

How to add/edit a project (service line)?