---
title: "Client Settings - Create/Edit Client"
url: "https://flightdeck-help.resolutiondigital.com.au/en/article/client-settings-step-1"
language: "en"
last_updated: "2024-10-23T17:22:11.484Z"
---

# Client Settings - Create/Edit Client

Creation or Updation of Client Settings, Account Configurations and Authorizations of Different APIs.

## **Creating a New Client**

> In Flightdeck, client accounts is associated with profile. A profile may contain more than one clients whereas, one client cannot be associated to multiple clients.

### A. Creating a New Client into a New Profile

*Steps to follow:*

| 1\. Click on client information button on top-left of screen. | ![top-right corner client-profile button.](https://cdn-assets.productfruits.com/99091388-fb2a-42e3-903e-94e5af0c2e1e) |
| --- | --- |
| 2\. Staying at **All** click on "Add New Client" button | ![Steps to create new client](https://cdn-assets.productfruits.com/f6172851-ec95-4f65-a08b-6062dcd68a19) |
| 3\. Click on **Profile Name** drop-down | ![Steps to add new profile.](https://cdn-assets.productfruits.com/ef86c918-e3ff-4832-88ad-93d782444e9f) |
| 4\. Type the new profile name in **Search** area and lick on **\+ Add <new\_profile\_name>** to add new profile. *(The new profile is not created until the client configuration is complete.)* |  |
| 5\. Fill all the required details.<br>-   Every Information Can be altered later except for **Profile Name** and **Website URL**.<br>-   Updating Profile Name results to migrating the client to new profile<br>-   Website URL is permanent. *(This is going to be the client's URL and will be used in most calculations)*<br>-   Selection of **Industry Category** can affect your calculations in Share of Voice Reports.*(Each category has their own set of CTR values.)*<br>-   Upload Company Logo, doing so, custom display picture is displayed in top-right corner of your screen in client-profile information button. | ![Details filled up.](https://cdn-assets.productfruits.com/5be4781c-98ea-40ed-b7fc-ace07f427c15)<br>![](https://cdn-assets.productfruits.com/704ae9c4-2e15-4716-9f32-17a45b7722fa) |
| 6\. Click on **Continue** button. |  |

*The new client in the new profile is created.* 

> Creation of new profile / new client might be rejected; if the role constraint for number of Profile / no of client  is exceeded to the user.

### B. Creating a New Client into a Existing Profile

Everything is similar as creating client in a new profile.

| 1\. In the client selection modal pop-up, Select the Profile from side bar and Click on  Add new client button. | ![](https://cdn-assets.productfruits.com/1102a066-eaf5-4ee5-bf79-9e62467b193f) |
| --- | --- |
| 2\. Also, you can change into existing profile *(or, new profile)* from the drop-down to select the **Profile Name**. | ![](https://cdn-assets.productfruits.com/938a99c2-f158-49ae-98fd-fc67a7b53022) |
| 3\. Fill in the required details.<br>-   Every Information Can be altered later except for **Profile Name** and **Website URL**.<br>-   Updating Profile Name results to migrating the client to new profile<br>-   Website URL is permanent. *(This is going to be the client's URL and will be used in most calculations)*<br>-   Selection of **Industry Category** can affect your calculations in Share of Voice Reports.*(Each category has their own set of CTR values.)*<br>-   Upload Company Logo, doing so, custom display picture is displayed in top-right corner of your screen in client-profile information button. |  |
| 4\. Click on Continue Button. |  |

Clicking on Continue Button will Create Client and redirects to Account Manager (Step 2).

## **Editing Client Information**

> Client's Website URL cannot be altered.

*Steps to follow:*

| 1\. In the side menu bar; Click on **Settings** menu. | ![](https://cdn-assets.productfruits.com/3acc38b3-4fd1-4ce9-9f8c-e393e0223f49) |
| --- | --- |
| 2\. Click on **Edit Project** menu. |  |
| 3\. Make the required changes.<br>-   Changing the Profile Name results to remove the client from previous Profile and assignment into the new one.<br>-   Changing the Industry Category results to CTR Value changes*(based on industry category)* and also affect the report calculations from next queue for Share of Voice Reports.<br>-   Website URL cannot be altered. | ![](https://cdn-assets.productfruits.com/df53296a-10d6-4eed-bff4-75b673209f4d) |
| 4\. Click on Continue button. |  |

Clicking on Continue Button will save edited Client information and redirects to Account Manager (Step 2).

[To Account Manager](https://flightdeck-help.resolutiondigital.com.au/en/article/client-settings-step-2)