In Timelint, a client is an organisation. A client's service desk, support contract and portal all hang off its organisation, so add the client first.
Add the organisation
- In the sidebar, open Admin → Organisations.
- Under Add organisation, type the client's name, for example "Harbour Coffee Co", and choose Add.
The organisation gets an address slug of its own (for example harbour-coffee-co), which becomes part of its portal address later.
Clients and prospects
An organisation is either a client or a prospect. Ones you add here are clients. Prospects come from the sales side (Prospects and Leads), and only clients can have a service desk.
Contacts
You'll add the people at the client who should use the portal later, from the service desk's settings. See 6. Invite your client to the portal.