Articles on: Fundamentals

Clients

Clients


📽️ How to Manage Clients



Adding new Clients


To add a client:


You can add a Client from the Client list page by clicking Add Client in the top right


Clients list leap


Connect Grants to Clients


You can connect grants to clients in multiple ways:


  • Add a grant from any screen and choose the Client.


Connect Grants to Clients


  • Add a Grant from the Client's record page


Connect Grants to Clients

Updated on: 21/08/2026