> ## 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).

# How do I add clients to Workstatus?

# How do I add clients to Workstatus?

###### Roles and Permissions:

**Organization Owner/Manager :**
* They can Add Clients.

**Delivery Head :**
* They can Add 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/add-client_cr2n84.png)

### Table of Contents
* Creating client
* Editing client
* Archiving client
 
### Creating 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_1kx565v.png)

* **STEP 2**

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/clients-2_1lpqzi1.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 **Add client** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/1_142ewxa.png)

### Editing 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_1kx565v.png)

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_1wjc43x.png)

* **STEP 3**

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_1sydttw.png)