Overview of Clients
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
Thank you!