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Manage client companies

View and create client companies

The Clients menu in Fieldguide is a central hub for managing client companies, including their users, controls, frameworks, and engagements.

Access the Clients menu

The Clients menu displays a list of all client companies.

To access the Clients menu, select Clients from the left-hand navigation bar.

Select a client company from the list to view the company's Overview page.

Create a client company

To create a new client company, go to the Clients menu and select +Client. Enter the required information:

  • Name: The name of the client company.

  • ID (optional): A unique numerical identifier for the client company.

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