This article applies to: All Firm Users with Request Manager and Administrator role
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 may 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 icon at the top-right corner, then enter the Company Name and click Save.
3. You will then be prompted to add the Client’s contact details, such as address, phone number, and more.