Managing clients cannot be simplier, since only client name and rate card is used as client data. Clients page can be found in Manage -> Clients tab.
Clients are displayed like cards. On every card you can see client name , delete icon, rate card drop-down to choose rate card for the client. If a client is imported from 3rd party traffic system, it will be denoted by traffic imported badge.
Use '+Add client' button to open add client dialog, Import button to import clients from 3rd party traffic system (if connection is set up) and Sync button to import updates for already imported clients.
Create client dialog is clear and simple. All you have to do is to fill in Client name , select a ratecard from the list, select Output Template and click 'Add Client' to finish.
If you don't have a ratecard for the client yet, you may leave it blank and the client will be assigned to the default one.
If you change your mind, you can cancel the process by closing the popup.
Note: You can change rate card for the client any time you like. This will take the effect for all new scopes created for this client. Already created scopes won't be affected by the rate card change.
Import dialog allows you to select the clients to import from traffic system (special ones or all of them). Just make your choice using checkboxes and click Import when ready. You can always Close if you change your mind. Also, imported clients will be marked.