The first step before adding a link for a new client, is to add that client's domain into Base. 1. Go to&nbsp;Organization&nbsp;&gt;&nbsp;Clients.2. Type in your Client’s&nbsp;Domain, and&nbsp;Reporting range&nbsp;(monthly or mid monthly, according to the agreement you have with your client). These fields are required. The following fields are not required, but they can come in handy -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Agency&nbsp;-&nbsp;This feature is especially useful if you are working with multiple different agencies, or have multiple clients within the same agency.</li><li value="2" class="PlaygroundEditorTheme__listItem">Categories&nbsp;(business, education, software, marketing, media etc.)</li><li value="3" class="PlaygroundEditorTheme__listItem">and which&nbsp;Teams&nbsp;of link builders will work for this Client.</li></ul></li></ul></li></ul> These fields can be filled out subsequently.You can also see the&nbsp;Link’s approval&nbsp;section. By default, this field will be checked - meaning all links are approved by default. If, for example, you have an agreement with your client that all links need to be approved by them before they are confirmed, they can simply do so from their account. In this case, the client would need to have an account in Base, with the&nbsp;Client user role&nbsp;assigned. 3. Once you click on&nbsp;Create client,&nbsp;you will see your new client and their details in the list below. Lastly, you are able to&nbsp;Edit&nbsp;your Client at any time - by clicking on the pen icon, you can amend any information that you previously entered. Note: If you change the settings for link approval, it will be valid only for links that you add subsequently. By clicking on the client’s name, a new tab will open with all the links that are assigned to the selected client. This feature is available only to the Admin of the account. <img src="https://html.onlineviewer.net/" alt="" width="inherit" height="inherit">

In this article, we’ll be explaining how to add a client to Base.

The first step before adding a link for a new client, is to add that client's domain into Base.

1\. Go to****Organization****>****Clients****.

2\. Type in your Client’s****Domain****, and****Reporting range****(monthly or mid monthly, according to the agreement you have with your client). These fields are required.

The following fields are not required, but they can come in handy -

* * * ****Agency****\-This feature is especially useful if you are working with multiple different agencies, or have multiple clients within the same agency.
    * ****Categories****(business, education, software, marketing, media etc.)
    * and which****Teams****of link builders will work for this Client.

These fields can be filled out subsequently.

You can also see the****Link’s approval****section.

By default, this field will be checked - meaning all links are approved by default. If, for example, you have an agreement with your client that all links need to be approved by them before they are confirmed, they can simply do so from their account. In this case, the client would need to have an account in Base, with the Client user role assigned.

3\. Once you click on****Create client,****you will see your new client and their details in the list below.

Lastly, you are able to****Edit****your Client at any time - by clicking on the pen icon, you can amend any information that you previously entered.  
Note: If you change the settings for link approval, it will be valid only for links that you add subsequently.

By clicking on the client’s name, a new tab will open with all the links that are assigned to the selected client. This feature is available only to the Admin of the account.

![](https://html.onlineviewer.net/)