Add a Client

Depending on your role in WorkBook, you can add clients in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add a client to WorkBook:

1. On the main toolbar, click Resources .
2. On the grid toolbar, click the grid options menu , then click Create New Resource > Client.
3. Use the fields and options in the Create New Client dialog box to add the client to WorkBook.
4. Click OK.
   You can define more settings for the company in the resource information card .