---
title: "Managing Your Clients"
description: "Learn how to add, view, edit, and organise your clients in Admiin."
url: https://support.admiin.com/en/articles/3-managing-your-clients
collection: "Managing Clients"
updated: 2026-09-23
language: en
---

# Managing Your Clients

Learn how to add, view, edit, and organise your clients in Admiin.

The Clients section is your firm’s full directory of client entities. Each client has their own profile, task history, compliance status, and charges.

![](https://staticfiles.gleap.io/ghelparticle/7ihBUvMdTNQ5xCXVlcIweJ87nG7IbGVl3GFZ4mURJQ0To8m83n6cNruObFmJH26uviQ37t7Dke4.png)

## The Clients list

Navigate to Clients from the left sidebar. You’ll see a table showing:

-   Client Code — unique identifier (e.g. HOS01AIR)
    
-   Entity Name — the client’s business or personal name
    
-   ABN and ACN
    
-   Contact Name, Phone, Email
    
-   Client Group Code — groups related entities together
    

## Adding a new client

1.  Go to Clients in the left sidebar.
    
2.  2\. Click + New client (top right).
    
3.  3\. Fill in the entity name, contact details, ABN/ACN, and address.
    
4.  4\. Assign a Client Code and Client Group Code if applicable.
    
5.  5\. Click Save. Your client will now appear in the Clients list.
    

## Client profile tabs

Clicking any client opens their profile page with six tabs:

-   Overview — task summary tiles and full task list for this client
    
-   Profile — company details, logo, brand colour, ABN, address, contacts
    
-   Firm — client codes and related entities in the same group
    
-   Verification — AUSTRAC CDD and TPB POI compliance status
    
-   Charges — verification and service charges billed to this client
    
-   Documents — documents associated with this client
    

![](https://staticfiles.gleap.io/ghelparticle/ypBYWfuDXXTxv1PkcBjy91nUgB36pY943hFRYdEQG9C8mtwAH6eA0YhwrVz4u7XL1VpDHO88HPv.png)