Client Creation
Client plays a vital role in every business. In 2dview, each show is tagged with a client’s name.
Client can view Daybook, Dashboard and Playlist related to their projects. Daybook displays deliverables, Dashboard shows progress of the project and Playlist assists in reviewing the published versions.
*** Only the admin can create Client.
If you are an admin
- Click on the universal listing button on the top right corner.
- Select Client from the Side drawer.
- It would redirect to the Client listing page.
- To create a new client, click on the add button available on the top right corner of the datatable.
- The Side drawer opens from the right, wherein the required data to be filled.
- Enter the Client Name*, Description and E-mail* of the respective client.
- Click on Add to create a Client.
Note: After creating a Client, the admin must activate the Client in the listing panel. Till then, the Client remains inactive.