Articles on: Clients

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.



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.



STEP 2

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



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.



How to edit an existing client



STEP 1

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



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.



STEP 3

Update details and click on the save button.

Updated on: 27/03/2024

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