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Managing Clients

Clients are the people or organisations you do work for. Every project in Arkata belongs to a client, so you’ll typically add a client before creating their projects.

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Adding a new client

1. Go to Clients in the sidebar
2. Click New Client
3. Fill in the client name (required) and any other details
4. Click Save

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Editing a client

1. Click on the client in your clients list
2. Update any fields you need to change
3. Changes save automatically or when you confirm

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Searching for clients

Use the search bar at the top of the Clients page to find clients by name. The client picker in other parts of Arkata (like when creating a project) also supports search.

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Deleting a client

If a client has no projects, you can delete them from the client detail page.