Create a New Client

Requires 'Create Client' permission

TABLE OF CONTENTS

• How to create a new client
• Understand the add client form

How to create a new client

1. Navigate to My Organization > Clients from the left side navigation bar.
   
2. Click the Create Client Button from the top-right bar.
   
3. Fill up the form.
   
4. Click the Save button.
   

Understand the add client form

You can modify the ‘Add Client Form’.
Requires 'Manage System Settings' permission

1. Navigate to Settings > Client Form from the left side navigation bar.
2. Click the Add new form field + button.
3. Understand the field form: A. Label: Label for this form field. B. Input Type: Input type required for this field. C. Mandatory: Check this box if this field is mandatory to fill. D. Visible: Check this box if this field is visible on the form. E. Columned: Check this box if this field is visible on the table where all clients list is loaded.
   Happy Hiring
   Team Hiresome!