Creating a Client
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The "Create New Client" modal allows users to input essential information, such as the client's name, logo, point of contact, client notes, tags, and custom fields.
Users can create a comprehensive profile for each client, enabling efficient data collection, organization, and management within PlexTrac.
Step 1: From the Clients module home page, click New client.
Step 2: A modal appears with the following fields:
Client Logo: To represent the client visually, drag an image or click the designated box to navigate to a picture on the computer.
Client Name (required): Enter the client or project name that will identify this data collection throughout PlexTrac.
Point of Contact: Enter the resource's name to contact about the data collection.
Client Description/Details: Enter any pertinent information to help provide users context.
Tags: Enter any tags associated with the client (new or existing). Any special characters will be removed, and any spaces will be replaced with an underscore (_).
Add Custom Field: Enter additional fields and values needed to enhance the client's management.
Step 3: Click Submit.
The new client now appears on the Clients module home page.
Point of Contact Email: Enter the resource's email address. If the email of a current PlexTrac user is entered, this person is added as a client user with the analyst role. If the person creating the client adds themselves as the point of contact, their default tenancy role (i.e., admin) is assigned. All roles .
