Creating Clients

Glass Factory supports Clients and Projects. All projects are considered part of a Client. This enables more robust consolidated reporting at the client and program level. If you have 4 projects for one client you can see the total picture of your client health through consolidated reports.

  1. From your homepage click the Create New Client box to add a client:

  2. You will be shown the Create Client Dialog:

  3. Type in the Client Name you want used to represent the account then click Create Client

  4. This will add your Client to the drop down for associating projects with clients, and create a client card on the homepage.

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