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Adding Clients

To add new client(s) to the system:

  1. Head to Clients from the top navigation menu.
  2. Click on Create. A new page containing a form to enter the client data will appear.

Required Information:

  • Name.

  • Email.

  • Phone.

  • Address.

  • Type: Whether the client is an individual or a business.

  • Data Lifetime: The duration in days that data related to the client will be kept within the system.

  • Admin User Information: The information related to the user who will manage the client.

  • Limitations: Whether the features given to the client will have no limit or a specified limit they can't exceed.