Add a customer

1. Open Customers → Add Customer.
2. In Customer Card, enter the customer's first and last name, email, phone and website. Select the customer's language so supported portal text and messages use the appropriate language.
3. Add the customer logo and portal user details if you want the person to sign in and see their own dashboard. For a new customer, a password is required; leave an existing password blank when you do not want to change it.
4. In Tax Details, check whether this customer needs a rate different from the workspace default.
5. Save the customer, then return to the profile to add services, documents or a Connector pairing.

The website address matters for pairing and reporting. Use the public site address consistently. You can save a basic customer first and fill in the remaining areas later.

See Customer profile and VAT settings.