How Do I Add a Client to the System?
Adding a client to the system ensures their safety and compliance requirements are accurately captured and managed. Once added, the client can effectively track incidents, manage risks, and maintain compliance within the EHS platform.
This article includes step-by-step instructions on how to add a Client to the system.
- On the left menu, click Clients.
- Click New Client.
- Enter the Name.
- Add the Client Logo by clicking the plus icon and select from your documents.
- Enter the Contact Name and Contact Email.
- Enter the Phone number.
- Click Save & Submit.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. occurrence date, issued by, project and location.