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.



