To add a new client to the system, navigate to Customers in the left sidebar and click on "New Customer". Fill in the client company details, default currency, language, billing/shipping addresses, and assign client groups. Save the profile to create...

Each Customer profile can have multiple individual Contacts. Under the customer profile, go to the Contacts tab and click "New Contact". You can set individual contact permissions, select email notification preferences, and enable/disable client port...