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Create the client here first.",{"problem":344,"fix":345},"Duplicate client records.","Search before creating — clients are matched by name, not automatically deduplicated.",[347,348,349],{"text":58,"to":56},{"text":90,"to":88},{"text":39,"to":37},"customer, account, client profile.",{"type":352,"value":353,"toc":894},"minimark",[354,358,362,368,379,382,387,390,397,402,406,414,420,424,429,435,439,445,451,455,461,467,471,475,482,488,492,498,504,508,514,520,524,530,536,540,546,552,556,562,568,572,578,584,588,595,601,605,611,617,621,625,631,637,641,647,653,657,663,669,673,677,680,686,690,697,703,707,710,716,720,724,730,736,740,746,752,756,762,768,772,778,784,788,794,800,804,810,816,820,826,832,836,843,849,853,857,863,869,872,875,882],[355,356,85],"h1",{"id":357},"configure-new-client-profiles",[359,360,361],"p",{},"This tutorial guides you through setting up a new client profile within the Ninerole dashboard. You will learn how to enter client details and save the profile for project management purposes.",[363,364],"youtube-embed",{"id":365,"poster":366,"title":367},"Tj3DOCffbsE","\u002Fimages\u002Fthumbnails\u002Fnew-client.jpg","Configure New Client Profiles in the Ninerole Dashboard",[359,369,370,371,378],{},"Before you start, go to ",[372,373,377],"a",{"href":374,"rel":375},"https:\u002F\u002Fninerole.com",[376],"nofollow","ninerole.com",".",[380,381],"about-task",{},[383,384,386],"h3",{"id":385},"_1-introduction","1. Introduction",[359,388,389],{},"You will learn how to enter client details and save the profile for project management purposes.",[359,391,392],{},[393,394],"img",{"alt":395,"src":396},"Introduction","\u002Fimages\u002Fguides\u002Fnew-client\u002F01-introduction.png",[398,399,401],"h2",{"id":400},"open-the-client-form","Open the client form",[383,403,405],{"id":404},"_2-access-the-my-work-section","2. Access the My Work section",[359,407,408,409,413],{},"Click ",[410,411,412],"strong",{},"My Work"," to open your main workspace in Ninerole.",[359,415,416],{},[393,417],{"alt":418,"src":419},"Access My Work Section","\u002Fimages\u002Fguides\u002Fnew-client\u002F02-access-my-work-section.png",[383,421,423],{"id":422},"_3-open-administration-settings","3. Open Administration settings",[359,425,408,426,428],{},[410,427,11],{}," to access administrative options for your account.",[359,430,431],{},[393,432],{"alt":433,"src":434},"Open Administration Settings","\u002Fimages\u002Fguides\u002Fnew-client\u002F03-open-administration-settings.png",[383,436,438],{"id":437},"_4-navigate-to-the-project-summary","4. Navigate to the project summary",[359,440,408,441,444],{},[410,442,443],{},"Project"," to view the project summary and related client information.",[359,446,447],{},[393,448],{"alt":449,"src":450},"Navigate To Project Summary","\u002Fimages\u002Fguides\u002Fnew-client\u002F04-navigate-to-project-summary.png",[383,452,454],{"id":453},"_5-initiate-new-client-creation","5. Initiate new client creation",[359,456,408,457,460],{},[410,458,459],{},"New client"," to start adding a new client profile to your project.",[359,462,463],{},[393,464],{"alt":465,"src":466},"Initiate New Client Creation","\u002Fimages\u002Fguides\u002Fnew-client\u002F05-initiate-new-client.png",[398,468,470],{"id":469},"enter-the-company-details","Enter the company details",[383,472,474],{"id":473},"_6-enter-the-client-name","6. Enter the client name",[359,476,477,478,481],{},"Enter ",[410,479,480],{},"Name"," to input the client's full name as required.",[359,483,484],{},[393,485],{"alt":486,"src":487},"Enter Client Name","\u002Fimages\u002Fguides\u002Fnew-client\u002F06-enter-client-name.png",[383,489,491],{"id":490},"_7-specify-the-legal-business-name","7. Specify the legal business name",[359,493,477,494,497],{},[410,495,496],{},"Legal \u002F business name"," to enter the official registered name of the client.",[359,499,500],{},[393,501],{"alt":502,"src":503},"Specify Legal Business Name","\u002Fimages\u002Fguides\u002Fnew-client\u002F07-specify-legal-business-name.png",[383,505,507],{"id":506},"_8-input-the-client-code","8. Input the client code",[359,509,477,510,513],{},[410,511,512],{},"Code"," to assign or enter the unique client identification code.",[359,515,516],{},[393,517],{"alt":518,"src":519},"Input Client Code","\u002Fimages\u002Fguides\u002Fnew-client\u002F08-input-client-code.png",[383,521,523],{"id":522},"_9-select-the-industry-type","9. Select the industry type",[359,525,477,526,529],{},[410,527,528],{},"Industry"," to choose the sector in which the client operates.",[359,531,532],{},[393,533],{"alt":534,"src":535},"Select Industry Type","\u002Fimages\u002Fguides\u002Fnew-client\u002F09-select-industry-type.png",[383,537,539],{"id":538},"_10-add-the-client-website","10. Add the client website",[359,541,477,542,545],{},[410,543,544],{},"Website"," to provide the client's official website URL.",[359,547,548],{},[393,549],{"alt":550,"src":551},"Add Client Website","\u002Fimages\u002Fguides\u002Fnew-client\u002F10-add-client-website.png",[383,553,555],{"id":554},"_11-enter-the-tax-number","11. Enter the tax number",[359,557,477,558,561],{},[410,559,560],{},"Tax number"," to input the client's tax identification number.",[359,563,564],{},[393,565],{"alt":566,"src":567},"Enter Tax Number","\u002Fimages\u002Fguides\u002Fnew-client\u002F11-enter-tax-number.png",[383,569,571],{"id":570},"_12-provide-the-mobile-number","12. Provide the mobile number",[359,573,477,574,577],{},[410,575,576],{},"Mobile"," to enter the client's mobile phone number for contact purposes.",[359,579,580],{},[393,581],{"alt":582,"src":583},"Provide Mobile Number","\u002Fimages\u002Fguides\u002Fnew-client\u002F12-provide-mobile-number.png",[383,585,587],{"id":586},"_13-upload-the-client-logo","13. Upload the client logo",[359,589,590,591,594],{},"Upload ",[410,592,593],{},"Client logo"," to add an image representing the client's brand.",[359,596,597],{},[393,598],{"alt":599,"src":600},"Upload Client Logo","\u002Fimages\u002Fguides\u002Fnew-client\u002F13-upload-client-logo.png",[383,602,604],{"id":603},"_14-enter-the-business-phone","14. Enter the business phone",[359,606,477,607,610],{},[410,608,609],{},"Business phone"," to input the client's main business contact number.",[359,612,613],{},[393,614],{"alt":615,"src":616},"Enter Business Phone","\u002Fimages\u002Fguides\u002Fnew-client\u002F14-enter-business-phone.png",[398,618,620],{"id":619},"add-the-primary-contact","Add the primary contact",[383,622,624],{"id":623},"_15-assign-the-primary-contact","15. Assign the primary contact",[359,626,477,627,630],{},[410,628,629],{},"Primary contact"," to select or add the main contact person for the client.",[359,632,633],{},[393,634],{"alt":635,"src":636},"Assign Primary Contact","\u002Fimages\u002Fguides\u002Fnew-client\u002F15-assign-primary-contact.png",[383,638,640],{"id":639},"_16-input-the-contact-email","16. Input the contact email",[359,642,477,643,646],{},[410,644,645],{},"Email"," to enter the primary email address for client communications.",[359,648,649],{},[393,650],{"alt":651,"src":652},"Input Contact Email","\u002Fimages\u002Fguides\u002Fnew-client\u002F16-input-contact-email.png",[383,654,656],{"id":655},"_17-add-the-contact-phone-number","17. Add the contact phone number",[359,658,477,659,662],{},[410,660,661],{},"Phone"," to provide an additional phone number for the primary contact.",[359,664,665],{},[393,666],{"alt":667,"src":668},"Add Contact Phone Number","\u002Fimages\u002Fguides\u002Fnew-client\u002F17-add-contact-phone-number.png",[398,670,672],{"id":671},"set-status-location-and-currency","Set status, location, and currency",[383,674,676],{"id":675},"_18-choose-the-branch-office-location","18. Choose the branch office location",[359,678,679],{},"Open the branch office dropdown to select the client's office location from the available options.",[359,681,682],{},[393,683],{"alt":684,"src":685},"Choose Branch Office Location","\u002Fimages\u002Fguides\u002Fnew-client\u002F18-choose-branch-office-location.png",[383,687,689],{"id":688},"_19-set-the-client-status","19. Set the client status",[359,691,692,693,696],{},"Select ",[410,694,695],{},"Status"," to define the current status of the client relationship.",[359,698,699],{},[393,700],{"alt":701,"src":702},"Set Client Status","\u002Fimages\u002Fguides\u002Fnew-client\u002F19-set-client-status.png",[383,704,706],{"id":705},"_20-select-the-currency-type","20. Select the currency type",[359,708,709],{},"Open the currency dropdown to choose the preferred currency for client transactions.",[359,711,712],{},[393,713],{"alt":714,"src":715},"Select Currency Type","\u002Fimages\u002Fguides\u002Fnew-client\u002F20-select-currency-type.png",[398,717,719],{"id":718},"enter-the-billing-and-shipping-addresses","Enter the billing and shipping addresses",[383,721,723],{"id":722},"_21-enter-billing-address-line-1","21. Enter billing address line 1",[359,725,477,726,729],{},[410,727,728],{},"Line 1"," to input the first line of the client's billing address.",[359,731,732],{},[393,733],{"alt":734,"src":735},"Enter Billing Address Line 1","\u002Fimages\u002Fguides\u002Fnew-client\u002F21-enter-billing-address-line-1.png",[383,737,739],{"id":738},"_22-enter-billing-address-line-2","22. Enter billing address line 2",[359,741,477,742,745],{},[410,743,744],{},"Line 2"," to add additional details to the billing address if necessary.",[359,747,748],{},[393,749],{"alt":750,"src":751},"Enter Billing Address Line 2","\u002Fimages\u002Fguides\u002Fnew-client\u002F22-enter-billing-address-line-2.png",[383,753,755],{"id":754},"_23-specify-the-billing-city","23. Specify the billing city",[359,757,477,758,761],{},[410,759,760],{},"City"," for the client's billing address.",[359,763,764],{},[393,765],{"alt":766,"src":767},"Specify Billing City","\u002Fimages\u002Fguides\u002Fnew-client\u002F23-specify-billing-city.png",[383,769,771],{"id":770},"_24-specify-the-billing-state","24. Specify the billing state",[359,773,477,774,777],{},[410,775,776],{},"State"," to input the state or region for billing purposes.",[359,779,780],{},[393,781],{"alt":782,"src":783},"Specify Billing State","\u002Fimages\u002Fguides\u002Fnew-client\u002F24-specify-billing-state.png",[383,785,787],{"id":786},"_25-enter-the-billing-postal-code","25. Enter the billing postal code",[359,789,477,790,793],{},[410,791,792],{},"Postal code"," to provide the postal or ZIP code for billing.",[359,795,796],{},[393,797],{"alt":798,"src":799},"Enter Billing Postal Code","\u002Fimages\u002Fguides\u002Fnew-client\u002F25-enter-billing-postal-code.png",[383,801,803],{"id":802},"_26-select-the-billing-country","26. Select the billing country",[359,805,477,806,809],{},[410,807,808],{},"Country"," to choose the country associated with the billing address.",[359,811,812],{},[393,813],{"alt":814,"src":815},"Select Billing Country","\u002Fimages\u002Fguides\u002Fnew-client\u002F26-select-billing-country.png",[383,817,819],{"id":818},"_27-enter-shipping-address-line-1","27. Enter shipping address line 1",[359,821,822,823,825],{},"Enter shipping address ",[410,824,728],{}," to input the first line of the client's shipping address.",[359,827,828],{},[393,829],{"alt":830,"src":831},"Enter Shipping Address Line 1","\u002Fimages\u002Fguides\u002Fnew-client\u002F27-enter-shipping-address-line-1.png",[383,833,835],{"id":834},"_28-enable-the-same-as-billing-option","28. Enable the Same as billing option",[359,837,838,839,842],{},"Choose ",[410,840,841],{},"Same as billing"," to copy the billing address details to the shipping address fields if applicable.",[359,844,845],{},[393,846],{"alt":847,"src":848},"Enable Same As Billing Option","\u002Fimages\u002Fguides\u002Fnew-client\u002F28-enable-same-as-billing.png",[398,850,852],{"id":851},"save-the-client","Save the client",[383,854,856],{"id":855},"_29-save-the-new-client-profile","29. Save the new client profile",[359,858,408,859,862],{},[410,860,861],{},"Save client"," to finalize and store the new client profile in the system.",[359,864,865],{},[393,866],{"alt":867,"src":868},"Save New Client Profile","\u002Fimages\u002Fguides\u002Fnew-client\u002F29-save-new-client-profile.png",[870,871],"hr",{},[359,873,874],{},"You have successfully configured a new client profile in the Ninerole dashboard by entering all necessary details and saving the information. You can now manage this client within your projects or proceed to add additional clients as needed.",[359,876,877,878,881],{},"Next step: ",[372,879,880],{"href":56},"create a project"," for this client.",[359,883,884,885,887,888,887,891],{},"Back to ",[372,886,208],{"href":206}," · ",[372,889,890],{"href":186},"all modules",[372,892,893],{"href":166},"Ninerole HRMS overview",{"title":895,"searchDepth":34,"depth":34,"links":896},"",[897,898,904,915,920,925,935],{"id":385,"depth":22,"text":386},{"id":400,"depth":34,"text":401,"children":899},[900,901,902,903],{"id":404,"depth":22,"text":405},{"id":422,"depth":22,"text":423},{"id":437,"depth":22,"text":438},{"id":453,"depth":22,"text":454},{"id":469,"depth":34,"text":470,"children":905},[906,907,908,909,910,911,912,913,914],{"id":473,"depth":22,"text":474},{"id":490,"depth":22,"text":491},{"id":506,"depth":22,"text":507},{"id":522,"depth":22,"text":523},{"id":538,"depth":22,"text":539},{"id":554,"depth":22,"text":555},{"id":570,"depth":22,"text":571},{"id":586,"depth":22,"text":587},{"id":603,"depth":22,"text":604},{"id":619,"depth":34,"text":620,"children":916},[917,918,919],{"id":623,"depth":22,"text":624},{"id":639,"depth":22,"text":640},{"id":655,"depth":22,"text":656},{"id":671,"depth":34,"text":672,"children":921},[922,923,924],{"id":675,"depth":22,"text":676},{"id":688,"depth":22,"text":689},{"id":705,"depth":22,"text":706},{"id":718,"depth":34,"text":719,"children":926},[927,928,929,930,931,932,933,934],{"id":722,"depth":22,"text":723},{"id":738,"depth":22,"text":739},{"id":754,"depth":22,"text":755},{"id":770,"depth":22,"text":771},{"id":786,"depth":22,"text":787},{"id":802,"depth":22,"text":803},{"id":818,"depth":22,"text":819},{"id":834,"depth":22,"text":835},{"id":851,"depth":34,"text":852,"children":936},[937],{"id":855,"depth":22,"text":856},"md",{},true,{"title":85,"description":256},"guides\u002Fnew-client","2026-09-07","DbdTcoTQvyAbIaCGrDOOWj5EDKN4Q2FOUdJ219n7Xks",1788936479410]