To add a Client, first select the 'People' or 'Files' tab and select 'My Clients'. Click the '+Add' button. Enter the name of the Client, select the Client type, select the number of workspaces required for the Client, and details of the Primary user of the Client (optional).
Client types by default can be Individual, Business Owner or Corporation, which helps to view or filter by client types. Additional client types can be added by the Account Owner through Basil Settings.
If you selected 1 workspace, you can click the Add button to create the Client with one default workspace.
If you selected more than one workspace, enter the names of the workspaces. You can also invite additional Client users to each workspace and select a role for each Client user. Click 'Save' to create the Client and Workspaces. Each workspace will have Client Documents (External) and Client Documents (Internal) folders.