Add a client

Add a client before you invite their team to Portal or start a project for them.

Steps

1. Open Clients and select New Client.
2. Enter the Organization Name. You can also enter their Website Domain, such as acme.com.
3. Select Create Client.
4. When Watson confirms the client was added, select Done or Create Project.

Each client you create is a separate relationship for your agency, even if its name or website domain matches another client. You can add separate clients for divisions that share a website domain.

See Client organization lifecycle for more about client organizations.

You can change the name your team uses later. See Edit a client’s details.