For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create new customer account
As described in the introduction, the customer account level is logically between the customer and the customer's jobs and manages the price list.
At the latest when creating a job for a new customer we create a customer account. Alternatively, a customer account can also be created in the customer detail view or under Project management > Customer accounts can be created.
Creating a customer account in the project wizard
What belongs to a customer account?
When creating a customer account, only a name is initially required. The hourly rates of the new customer account are derived — unless otherwise set — from the agency price list. However, you can also adjust these rates for the jobs of this customer account.
Here you can learn how to adjust the agency-wide standard price list for roles:
