--- title: "Create a Client > Client Settings" canonical: "https://technology.bytangram.com/space/TGKB/1423835289/Create%20a%20Client%20%3E%20Client%20Settings" format: markdown --- Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional **client settings**, including new job, price quote and invoice settings, as well as employee access to the client. The fields listed in the article below are recommended as part of the *initial client set-up*. Other fields are available, however will be dependent on your agency processes. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## ACCESS THE CLIENT CARD There are two options for adding information to a client: 1. via the client card pop-up presented upon completion of [creating the client](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423540513) ![image](media://c180909a-112d-49ec-9130-23e9317a8c42) 2. via the **resources **module > **resource default grid** - Select the **client** > open the **client card** ![image](media://03f5caee-fb86-4777-9968-d13cb59331ce) --- ## GENERAL SETTINGS There are a few key pieces of information to add in general settings. - Go to the client card and click on the **client settings** :settings: tab > then select the **general settings** menu item at the top of the list ![image](media://69315a99-d1cc-433b-85e0-3c1a29472733) - Be sure to complete the following fields (other available fields are optional): | | | | --- | --- | | **FIELD** | **DESCRIPTION ** | | **Account Manager** | Select the person that owns the client relationship, as defined in your agency. This may be used for reporting and in approval flows. | | **Default Payment Terms** | Select the client's default payment terms | | **Order No.** | Tick if the order number (Client PO) must be filled in when invoicing (in order to finalise/send an invoice) | --- ## EMPLOYEE ACCESS The **employee access** tab is used to block/allow access to the client at a user level. - Go to the client card and click on the **client settings** :settings: tab > then select the **employee access** menu item - **Shift + select** all users that should have access to this client and their jobs - Select **further options** - Click **grant access and display to selected users** ![image](media://e6812223-099f-43ef-9c01-5592c752aac5) --- ## NEW EMPLOYEE ACCESS TO CLIENTS New employee access to clients ensures that new employees will automatically have access to this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **new** **employee access to clients** menu item - Check the **grant access to client data** box for your agency/company - Select any other relevant agency if this is a shared client (for multi company databases) ![image](media://b2783e34-e53a-4979-81f7-849e19be667e) --- ## NEW JOB SETTINGS Default key settings when **creating new jobs** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **new job settings** menu item ### Client Defaults: - For single company/agency clients, use the first tab to select any relevant **client default** settings to be applied to jobs created for this client. For example, a default price list or language ![image](media://a6aa18dd-12ab-42dc-a6c1-605f6e271864) ### Company Defaults: - For global clients (for multi company databases) use the second tab, **company defaults**, to apply new job defaults to this client for each company/agency ![image](media://fb60d2ac-c238-4af7-a67d-bb460bce1116) --- ## CREATE JOB PERMISSIONS Used to define which access roles in each company can **create new jobs** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **create job permissions** menu item - If you have multi company WorkBook database, for all companies within the database that* *this client is not applicable to, select **blocked** in the job set-up permissions column * * ![image](media://576eb756-b098-4f1a-8b72-406ea16607ff) --- ## PRICE QUOTE SETTINGS Default key settings when **creating new price quotes** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **price quote settings** menu item From here you can determine: - If you would like to show sales tax (VAT/GST) on price quotes - Add/edit the **comment **(default footer) that will show on price quotes for this client ![image](media://6285528e-23ad-4365-b2dd-4b73a64772fd) --- ## INVOICE SETTINGS Default key settings when **creating new invoices** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **invoice settings** menu item From here you can: - Define the financial rules relating to invoicing this client ![image](media://60fe17a8-5855-4b03-93e1-3974b1e5e13c) --- ## DEBTOR Create, link or unlink **debtors** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **debtor** menu item - Click on the icons to create, link or unlink debtor(s) - Check the box to set the primary debtor for this client ![image](media://2d24547a-a79a-4b77-8d30-342b1c75f9ef) --- To see all of the fields available on a client record, please see the individual client settings articles below: > Macro (children) --- ### Related articles > Macro (contentbylabel)