Add a Client Company

This article applies to: Professional Managers and Administrators

All Client Users in AuditDashboard are associated with one or more Client Companies.

Follow these steps to create a new client:

1. Navigate to Clients in the main menu on the left. If you don't see Clients, you do not have the right access or permissions to complete this task, and will need to contact an Administrator at your firm.
2. Click the Add button at the top right, and enter the Company Name when prompted.
3. Click Save. 

You have the option of adding contact details for each Client Company. Click the company name to bring up the Details pane on the right: