Clients · verified from product source August 8, 2026
Create a Client in Stelaah
Create a client when you need a canonical relationship record that can connect to projects, tasks, portals, files, approvals, invoices, and activity.
Verification scope: These instructions describe the current product source. Authentication, plans, live delivery, and workspace configuration can affect results.
Purpose
A client record is the primary relationship record. A client name is required. Add other fields only when the information is known.
Before you start
- Confirm that your role can manage clients.
- Search for the client first.
- Use a billing email only when it is known and valid.
Step-by-step guide
- Open Clients. Choose New Client.
- Enter the client name. This required field identifies the relationship.
- Add known identity details. Optionally add company, primary contact, billing email, avatar, and logo.
- Review duplicate guidance. Open a likely name or email match before creating a separate record. A shared domain is a clue, not proof.
- Add operational context. Optionally enter estimated value, work stage, focus area, account manager, and referrer.
- Select Add client. Use standard create, create and open, or create and add another.
Example
Use the account or company name, add the real contact and billing email, choose the current work stage, and assign an account manager. Leave unknown values blank.
Troubleshooting
A client-name error appears
Enter a non-empty client name.
The billing email is rejected
Enter a complete address or leave it blank.
Editing is restricted
Ask an owner or admin to review your role.
A duplicate warning appears
Review the existing record and use merge tools for confirmed duplicates.
Permissions and limits
- Owner, admin, and member roles can manage clients under the current model.
- Client records remain workspace-scoped.
- AI-enriched information must be labeled and sourced.
- Trashed clients stay outside active pickers and follow the recovery lifecycle.