Create a client

Create a client record, set its language, default currency, timesheet layout and rounding, and learn what the client tabs hold.

Written for
admin
Roles
owner, admin
Requires
Owner or Admin; Browser session (API tokens cannot manage clients)
Feature
clients

A client is a customer account in the workspace: the people who log in on the customer's behalf, the email contacts that belong to it, its pricing, and the timesheet documents it receives. The Clients page describes it as "Customer accounts: users, contacts, billing." Owners and Admins create clients; every workspace user can open them.

Before you start

  • You need the Owner or Admin role. Clients are managed in the browser only; API tokens are refused on every client operation.
  • Decide the language the customer reads and the currency you bill in. Both can be changed later.

Create the client

  1. Open Clients and select New client.
  2. Enter a Name and choose the Language: English or Norwegian (Bokmål).
  3. Select Create client.

The new client uses the workspace's default currency, the Combined timesheet layout, and no rounding until you change them on its Settings tab.

Fields

All fields except Name and Language are set on the client's Settings tab.

Field Meaning and rules
Name 1–120 characters, unique in the workspace. Shown in pickers, ticket lists, and on timesheets.
Language Hint: "Language of this client's documents and contact emails." Timesheet documents and email to this client's contacts are written in this language.
Default currency A three-letter ISO 4217 code such as NOK or EUR. Rates on this client's rate card are in this currency. Money is never summed across currencies in reports.
Timesheet layout Hint: "One combined document per period, or one per project." Combined produces one timesheet per billing run with a section per project. Per project produces one document per project.
Rounding (minutes) 0, 6, 15, or 30. Hint: "Each billable entry is rounded up to this increment at the billing run." Time entries themselves keep their exact minutes; rounding happens only when a billing run prices them.

The client tabs

Tab What it holds Who can change it
Users Client users: people who log in for this client. See Manage client users. Owner, Admin
Contacts Email identities without a login, and the client's billing recipients. See Contacts and billing recipients. Owner, Admin
Rate card Hourly rates per consultant category, for the whole client or a single project. See Consultant categories and rate cards. Owner, Admin
Policies Paid, free, or time-bank billing per ticket kind. See Billing policies. Owner, Admin
Time banks Prepaid or recurring hour pools. See Time banks. Owner, Admin
Documents Timesheets produced by billing runs, and client-wide document access grants for workspace users. See Client timesheets. Owner, Admin grant access; others download what they may
Settings The fields above. Owner, Admin

Workspace users who are not Owner or Admin see the pricing tabs with the note "Only owners and admins configure pricing." The client page header lists the projects the client is on, marked "(billing client)" or "(collaborating)".

Rules

  • Every workspace user can open every client. A client user sees only their own client and never learns about other clients.
  • Clients are archived, never deleted. An Owner or Admin can archive a client; it leaves the pickers, while its tickets, time, documents, and history stay.
  • A client is attached to work through projects: as a project's Billing client or as a collaborating client. Creating a client does not by itself show anything to anyone.
  • Changing the currency or rounding affects future billing runs only. Committed runs and their documents are immutable.

Common problems

"A client with this name exists." Names are unique in the workspace. Check whether the client already exists, possibly archived, before creating another.

"Currency must be an ISO 4217 code." Enter exactly three letters, for example SEK. Symbols and lowercase are not accepted.

"Only owners and admins manage clients." A Member or a Project manager tried to create or change a client. The same message appears when an API token is used; client management is browser-only.

The New client button is missing. Only Owners and Admins see it.

  • Manage client users Add people who log in on a client's behalf, read their login type and elevations, set the billing contact flag, and remove them.
  • Contacts and billing recipients Register email identities without a login, designate the addresses that receive timesheet documents, and grant workspace users client-wide document access.
  • Create a project Create a project, choose its key and billing client, set the billing mode, and understand what a project decides for the tickets inside it.
  • Consultant categories and rate cards Define the categories that carry hourly rates, assign a default category per person with project overrides, and maintain each client's rate card with effective dates and project-specific rates.
  • Billing policies Set per ticket kind whether work is paid, free, or drawn from a time bank, at the workspace, client, project, or ticket level, and understand which rule wins.
  • Time banks Set up recurring or prepaid pools of hours per client, understand every bank setting and ledger row, post adjustments, and see who can read balances.
  • Client timesheets (documents) What the timesheet documents a billing run produces contain, who can download them, how they are delivered to billing recipients, and how to fetch them through the API or MCP.
  • Client A client is a customer account in the workspace, holding its users, contacts, billing recipients, rate card, billing policies, time banks, and timesheets.