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Create a client

How to add a client in Vellum: the required fields, the NIF format, and how to give them client-portal access, either now or later on.

Required fields

Only the name is required. Everything else is optional, but in practice you'll want at least the email and the NIF.

Steps

  1. Open the dialog

    On the Clients page, click "Add New Client".

  2. Enter the basic details

    Name, email, phone, and address. The address fields are free-text — Vellum doesn't validate them.

  3. Enter the NIF

    Up to 9 characters. See below for the validation rules.

  4. Save

    When you save, the client is created and shows in the client list.

  5. Optionally, give portal access

    On the Core and Professional plans, you can create the client's portal account: in the client's actions menu, choose "Create Mobile Account" and enter the login email. The password is generated automatically and you can email it to them. You can do this now or later.

NIF format

Vellum stores fiscal numbers as up to 9 characters. The full Portuguese check-digit algorithm isn't enforced, so a typo won't be caught at save time, but a number that's too long will be rejected.

If you don't have the client's NIF yet, leave it blank and add it later.