# 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.&#x20;

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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F0LXzlQrJMhtzuvr7DqMv%2Fimage.png?alt=media&#x26;token=80913087-b49d-4db3-80a8-7575fae63227" 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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fdj0HAP0BNqcNtqTjHLoP%2Fimage.png?alt=media&#x26;token=3b4041a3-bd09-4f2c-882f-46e3584b5864" 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](https://docs.plextrac.com/plextrac-documentation/product-documentation/manage-client-users#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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FnRycLe1nk3BPmI966O9S%2Fimage.png?alt=media&#x26;token=0cae6da0-aa3a-4175-b329-252339465f8e" alt="" width="375"><figcaption></figcaption></figure></div>

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