Add a Client

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

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

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 .