Create your first client

Goal: You create your first client. This automatically gives you a dedicated resource pool for this company or business unit.

Duration: approx. 5 minutes

Prerequisite: You are logged in as administrator, see Set up RIS: server or cloud.

As a rule, exactly one resource pool is created per client. Accordingly, you should work with only one resource pool per client — if you want to draw resources from several resource pools, create several clients accordingly.

Step by step

  1. Go to Administration > Clients.

  2. Click the New client button.

    "New client" button

  3. On the General tab, enter a name and optional notes.

    "General" tab with name and notes for the new client

  4. Confirm with Save.

Check the result

The new client appears in the client list under Administration > Clients. Rillsoft Integration Server has automatically created an empty resource pool for this client.

Next steps: Further settings (project properties, iCalendar, retention periods, holiday planning, etc.) are optional and can be adjusted later at any time. To create users for this client, see Create your first user and assign a role.

create client, new client, client, clients, customer, company, create resource pool, it-administration