Guide
Rollout Managers
Rollout Managers
  • 👋Welcome to Rollouter
  • Setup
    • Custom Fields
      • Creating a Custom Field
    • Checklists
      • Conditional Checklists
      • Persistent Checklists
      • Creating a Checklist
    • Workflows
      • Creating a Workflow
    • Inventories
      • Creating an Inventory
      • Creating Clients
      • Importing Clients
    • Client Links
      • Advanced Client Links
  • Working with Clients
    • Client Detail View
      • Default & Custom Fields
      • Checklists
      • Attachments
      • History
      • Moving Clients
    • Finding Clients
    • Tasks
    • Delivery Sheet
    • Linking Clients
    • Client Groups
  • Rollout View
    • Calendar
    • Client Dashboard
    • Collaborators
  • Rollout Planning
    • Roadmap & Burndown
    • Appointments
    • Client Assignment
    • Working Days
  • Integrations
    • ServiceNow
      • Preparing your ServiceNow instance
      • Connecting Rollouter to your ServiceNow instance
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  1. Setup
  2. Inventories

Creating Clients

PreviousCreating an InventoryNextImporting Clients

Last updated 5 months ago

To create individual Clients by hand, please select one of your Rollouts and go to Inventory -> Clients then click on "Create Client". Technicians are also able to create Clients.

By default, it is required to provide a name and the Inventory, in which the Client should be created. Depending on the Inventory, all required Custom Fields must directly be filled in: