How can I create a client? (CSRD)

To create a new client, first click on Client management.

Now click on Add subsidiary.

Now enter a name for the client and select the country of the client. Finally, confirm the entry by clicking the Continue button.

Now specify which internal user is authorized to access the subsidiary and select a responsible person if required. Then confirm the entry by clicking Continue.

Now enter further details about the client and finally confirm the client with the Save button.