Access the Client list

Within the interface, the “More…” menu option contains the item “Clients”


In order to access the Manage Client pop-up and page you must be an Administrator or a Normal user with the “Can manage clients” user access right enabled.  To add this right to a Normal User, open up his profile from the user list within the Administration section and enable “Can manage clients” from within the Access Rights section, then Save/Update.

Add a Client to the Client List

Use the Add Client button to add a new Client profile or select the name from within the Client column to modify.


Associate Client to a Project

From the Edit Project page, in the settings section, select the client to associate from the drop-down menu.  If you have the “Can manage client” user right, an option to “Add new” will be presented at the bottom of the drop-down menu.



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