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Add Client

Required Role

CLIENT_MANAGEMENT permission required

Use the Add Client form to create a new client profile in Agent Manager. A client record is required before you can create any applications, agreements, or invoices for that person.

Add Client

Step 1 — Select Client Type​

Choose the type of client before filling in the form:

TypeDescription
Personal ClientAn individual person
Business ClientA company or organisation
info

When converting a Family Member to a client, the type is locked to Personal Client and the form is pre-filled with the family member's details.

Step 2 — Client Portal Credentials​

Use the Create Client Portal Credentials and Email toggle to control whether login credentials are automatically generated and emailed to the client on creation.

ToggleBehaviour
On (default)Portal credentials are created and sent to the client's email address
OffNo credentials are created — the client will not have portal access

Step 3 — Fill in the Form​

Personal Client Fields​

FieldRequiredDescription
First Name✅Client's first name
Last Name✅Client's last name
Middle Name—Optional middle name
Email✅Used for portal login and automated emails
Phone✅Primary contact number
Gender—Client's gender
Address✅Current residential address (Google Maps autocomplete)
Referral Source—How the client was referred (e.g. Website, Walk-in)
Notes / Description—Internal notes about the client
Tags—Add one or more tags to categorise the client
Assignee✅Case officer responsible for this client — defaults to logged-in user
Branch✅Office branch — defaults to current user's branch

Business Client Fields​

All personal client fields apply, plus:

FieldRequiredDescription
Business Name✅Registered business name
Trading Name—Trading or DBA name
ABN—Australian Business Number
Website—Business website URL
Business Contact Person(s)—One or more contact persons for the business

Saving the Client​

Click Submit to create the record. On success the system will:

  1. Create the client profile in the database
  2. Create a base client folder in Google Drive
  3. Assign folder permissions to the case officer
  4. Send portal credentials to the client's email (if toggle is on)
  5. Redirect you to the new client's profile summary page
Family Member Conversion

When converting a family member, the button label changes to Convert to Client and the form is pre-filled with the family member's details.

Duplicate Check​

If a client with the same email already exists, the system will return a conflict error and block creation. Resolve the conflict before resubmitting.