> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Clients Overview

# Clients Overview

###### Roles and Permissions:

**Organization Owner/Manager :**
* They can Add, Remove and Edit clients.

**Delivery Head :**
* They can Add, Remove and Edit clients.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/


Within Workstatus, the Clients feature is mainly used to categorize which project belongs to which Client.


###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/clients-2_4apy39.png)

###  Table of Contents
* How to add a new client
* How to edit an existing client
* How to archive a client
* How to restore a client
 
### How to add a new client

* **STEP 1**

First, navigate to the client section by clicking on **Clients** from the menu bar.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/clients21_dpkqh1.png)

* **STEP 2**

To add a client simply press the **Add new client** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/clients-22_1ho3hl3.png)

* **STEP 3**

A pop-up window will appear where you can enter the details of your new client. 

Enter the name, email, phone no, address, Select project and then select the budget type and define the following:
**1.Enter Client Email Address
**2.Select Project for the client
**3.Invite client to access the application
**4.You can also set profile picture of client

Hit **Save** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/1_f4274w.png)

### How to edit an existing client

* **STEP 1**

First, navigate to the client section by clicking on **Clients **from the menu bar.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/clients21_dpkqh1.png)

* **STEP 2**

Click on the **[ ⋮ ]** button on the right side of the client you wish to edit and then click on the **“Edit client”** option.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_hygkin.png)

* **STEP 3**

Update details and click on the **save** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_1fs812g.png)