> ## 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).

# 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.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_yx94y4.png)


* **STEP 2**

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_uosz7c.png)


* **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.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_6zik0g.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/-/f/3/e/4/f3e4eb6758a66800/image_gsvbzb.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/-/f/3/e/4/f3e4eb6758a66800/image_12eb0vw.png)


* **STEP 3**

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_w0nwb0.png)