> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding clients

> How to create a new client record in TruRisk.

Client records are the starting point for all surveys, sites, and activities in TruRisk. Each client represents an organisation you're managing risk for.

## Steps

<Steps>
  <Step title="Go to Clients">
    Click **Clients** in the left navigation bar.
  </Step>

  <Step title="Open the create form">
    Click **+ Add Client** in the top-right corner.
  </Step>

  <Step title="Complete client details">
    Fill in the client information:

    | Field          | Required | Notes                                                                                   |
    | -------------- | -------- | --------------------------------------------------------------------------------------- |
    | Name           | Yes      | The client's organisation name                                                          |
    | Account Number | No       | Your internal reference number                                                          |
    | Currency       | No       | Default currency for this client                                                        |
    | Sector         | Yes      | Industry sector dropdown                                                                |
    | SIC Code       | No       | Standard Industrial Classification code. Use **Search SIC Codes** to find the right one |
    | Logo           | No       | Drag and drop or click **Browse** to upload                                             |
  </Step>

  <Step title="Complete client address">
    Enter the client's main property address:

    | Field            | Required |
    | ---------------- | -------- |
    | Country          | Yes      |
    | Address Line 1   | No       |
    | Address Line 2   | No       |
    | City             | Yes      |
    | State / Province | No       |
    | Postal Code      | No       |
    | GPS Coordinates  | No       |
  </Step>

  <Step title="Save the record">
    Click **Save Changes** in the top-right corner. The client record will appear in your Clients list.
  </Step>
</Steps>

<Tip>
  Fields marked with an asterisk (\*) are required. You won't be able to save the record until Name, Sector, Country, and City are filled in.
</Tip>