To manage clients go to the Clients menu item:
Select a client from the list that has pagination and the search field. Or add a new client by clicking +NEW CLIENT button and providing a name.
You will see analytics for that client:
To connect projects or employees to the client, go to the Assignments tab.
Connecting projects to a client allows you to properly measure the business with each client.
Connecting employees to a client allows you to measure the performance of an employee in the context of a client. For example, you can define an account manager responsible for three clients.
Use the ADD+ button to add a data item (in projects or employees). Select the item name and specify the start and end date. Use the red cross to delete an item.
Don’t forget to save changes by clicking on the SAVE button.
If you make a mistake just reload the page without saving your edits to restore assignments to the previous state.
Assignments do not give rights to view and edit a group by default.
Use Access configuration in Settings.