Create and manage clients

What it is

A client represents a company you hire for — your own company if you're an in-house team, or each of your customers if you're an agency. Jobs and reports are attached to a client.

Who can use it

Admins and members can create/edit clients. Viewers can only view the list.

Where to find it

Sidebar → Clients.

Steps

1. Open Clients and use search or the status filter to find an existing client.
2. Click New Client (or similar) to open the create form: company name, contacts, status, and branding fields.
3. Save — the client now appears in the picker when creating a job.
4. Click into a client to see its detail page: overview stats, all linked jobs, and client reports.
5. Edit or change status from the client detail page at any time.

Good to know

• A client must exist before you can attach a saved (client-specific) report to a job — the report picker on job creation only offers saved reports for clients that already exist.
• Changing a client's status doesn't delete or hide its existing jobs; it's informational (e.g., active vs inactive relationship).

Common questions

• Do I need a client for every job? Yes — every job is linked to a client, even if that "client" is your own company.
• Can I merge two clients? Not from the UI; contact support if you created a duplicate.
• Who can create clients? Admins and members; viewers cannot.
• Can I set a status like "Inactive" for a client I'm no longer working with? Yes, status is informational and doesn't hide their existing jobs or history.
• Does deleting a client delete its jobs and candidates too? Treat client deletion as destructive to its jobs — reassign or export anything you need first, and check with support if unsure.

Related articles

• Client reports
• Create a job
• Reports overview