---
title: "Resources > Create a Client"
canonical: "https://technology.bytangram.com/space/TGKB/1423540513/Resources%20%3E%20Create%20a%20Client"
format: markdown
---
**Clients** are global records, meaning that an individual client could potentially be used by anyone in your WorkBook database. Debtors are billing entities and are unique records within a WorkBook company; they cannot be shared across companies.
**Clients** are created in the resource module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.
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## CREATE A CLIENT
To add a new client go to:
- **Resources **module > **resource default grid **
- Click on the **further options** menu
- Select **create a new resource **> select **client**
- Complete the necessary **new client fields**
- The mandatory fields are highlighted in blue below, the rest are optional
| | |
| --- | --- |
| **FIELD** | **DESCRIPTION ** |
| **Client name*** | Name of company / client |
| **Client initials*** | This will auto-populate |
| **Client type*** | 1 – Client
2 – [Prospects](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1421541681) (use for creating new business pipelines)
*3 - A client can be changed to a different client type (i.e. Inte**rnal) after creation**, as long as there are no financial transactions against the record. * |
| **Account Manager*** | Select a user from the dropdown list.
Your selection will be the default account manager when new jobs are created for this client and can be used in approval workflows. |
| **Address and contact details** | *This information can be added now or later.* |
| **Create Debtor in** | There are two options here:
1. Select the relevant company to automatically create a debtor in the system
2. Leave the field blank and add a debtor later
*You may want to do this if:*
- You do not have the debtor details yet
- A debtor already exists in the system and will be linked to the client later
- Another user creates debtors within your business
> ⚠️ **Do not click**** OK yet!** |
- **Click** into the second tab (**job settings**)
- Complete the fields highlighted in blue
| | |
| --- | --- |
| **FIELD** | **DESCRIPTION ** |
| **Price List** | Select the default price list that is applicable for this client. This can be changed later, if required. *If a price list is not selected then a default price list, with no pricing capabilities, will automatically populate.* |
| **Default Currency** | The default currency you quote and bill this client in |
| **Team** | Select **All Employees** unless, a specific [job team](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/616202323) has been created for this client |
| **Language** | The default language used for quotes and invoices for this client |
| **Administration Fee** | Used to automatically add a nominal fee to this client’s jobs |
- Click** ok**
> ℹ️ Once you have created the client record in the system, you will be presented with a pop-up of the client card. It is strongly recommended that you complete some additional fields in order to complete the initial client set-up. Go to [Client Settings > General Client Settings](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423835289) for more information.
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