Skip to content
  • There are no suggestions because the search field is empty.

How can I create a client? (HBX)

This chapter explains how to create a client.

Under administration, click on Organizational Hierarchy to create a client.

Now click on Add subsidiary.

A form will open in which you can enter information about the client to be created. First, enter a name for the subsidiary, select a country, and confirm by clicking Continue.

In the following field, you can grant access to the client to the various user roles.

You can also designate a responsible person for each client, who will then be automatically displayed as the responsible person within the note. Once you have made your selection, you can confirm this by clicking Continue.

On the last page of the client creation process, you can enter the client's contact details. Once you have entered all the data, you can confirm this by clicking Save.