Introduction
Org Admins play a pivotal role in managing client information within KYRO. This support article provides a detailed walkthrough for adding new clients to the system, a critical step for customizing project templates and timesheet entries for each client or subcontractor.
Role Requirement
Org Admins
Adding New Clients
Follow these steps to introduce new clients into the KYRO ecosystem:
Start by navigating to the 'Clients' section found in the left-hand menu of the KYRO interface.
Click on 'Add a Client' to begin the process.
Provide comprehensive client information by uploading their logo and entering details such as:
Client's name
Point of contact
Email
Phone number
Address
Conclusion
Efficiently adding and managing client data is crucial for tailoring project workflows and timesheets to meet specific client needs. By following these steps, Org Admins can ensure that each client's information is accurately reflected in KYRO, streamlining project management and enhancing client relationships.