# Creating a Client

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.

<mark style="background-color:yellow;">Step 1:</mark> From the **Clients** module home page, click **New client**.

<div align="left"><figure><img src="/files/Xo7lW7rpV1isShiAoljv" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A modal appears with the following fields:

<div align="left"><figure><img src="/files/Pf0PNmzgPG9eSnWBFIS5" alt="" width="563"><figcaption></figcaption></figure></div>

1. **Client Logo**: To represent the client visually, drag an image or click the designated box to navigate to a picture on the computer.
2. **Client Name (required)**: Enter the client or project name that will identify this data collection throughout PlexTrac.&#x20;
3. **Point of Contact**: Enter the resource's name to contact about the data collection.
4. **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 [can be adjusted](/plextrac-documentation/product-documentation/clients/manage-client-users.md#changing-user-roles).
5. **Client Description/Details**: Enter any pertinent information to help provide users context.
6. **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 (\_).
7. **Add Custom Field**: Enter additional fields and values needed to enhance the client's management.

<mark style="background-color:yellow;">Step 3:</mark> Click **Submit**.

<div align="left"><figure><img src="/files/2ANvMoUdECmZZidYXJ4r" alt="" width="375"><figcaption></figcaption></figure></div>

The new client now appears on the Clients module home page.


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