Adding/Editing a Client

To add/edit a Client:

1. From the main menu, click on Add > Client under People section.
2. From the action drop-down , click on Add Client. 
3. In the new pop-up window, enter the login credentials : Login, Password and Confirm Password. These fields can be left blank if you do not want the client to login.
4. Enter the other details like the Name, Email, Phone, Time Zone, etc
5. Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
6. Fill in other details under the different tabs.
7. Click Save.