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Create your first client

Create the shared home for one organisation, brand, or account.

What this is

A client holds information that applies to the whole organisation, such as its business description, shared brand values, products, and writing preferences. A client can contain more than one website.

Before you start

  • Know the organisation name.
  • Have any shared brand notes ready, if you have them. You can add these later.

Step-by-step

  1. Step 1

    Open Clients

    Choose Clients from the main navigation. This is where you manage every organisation in your workspace.

    Open Clients
  2. Step 2

    Choose Create client

    Enter the client name first. Add only information that is true for the whole organisation; do not add website-specific details here.

  3. Step 3

    Add shared brand information

    Add a company description, audience, common products or services, and general writing preferences. Leave a field blank when you are unsure; the website can override it later.

  4. Step 4

    Save the client

    The client is now ready for one or more websites. Creating a client does not create a domain, sitemap, or publishing connection.

Common questions

Can I create a client before its website is live?+

Yes. A client and website can be prepared before a domain, sitemap, or publishing destination exists.

Can I change this later?+

Yes. Shared client information can be edited without changing content that was already generated.