Overview of Clients

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 drawer window will appear where you can enter the details of your new client.

Enter the name, email, Select project for the client and follow below steps & 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: 27/05/2024