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Create your first client

Last updated 15 July 2026

This article explains how to create a new client in BriqSafe, add a contact for that client, and link the contact to the client record. It is intended for administrators who manage clients in the system.

Note

Required role: Owner or Admin

Create a New Client

Clients screen for managing client accounts with options to search, view, delete clients, add a new client, and export client data as CSV.

To register a new client organisation so you can attach locations, contacts, and billing information, follow these steps:

  1. Select Clients from the main menu.
  2. Choose Add client to open the Add New Client side panel.
  3. Enter the Client Name using the legal entity name (this field is required and must be unique within your organisation).
  4. Leave Client Code blank to have it auto-generated, or enter a unique client code if desired.
  5. Optionally fill in Address, Tax ID / VAT Number, Status (Active or Inactive), and Notes.
  6. Select Create Client to save the new client; it will appear immediately in the client list.

Note: Only users with Owner or Admin roles can create clients. If you do not have permission, the form will not be visible.

Add a Contact to the Client

After you have created a client, you can add one or more contacts to keep track of people associated with that client. This is useful for report delivery, invoicing, technical questions, or escalations.

  1. From the client list, click the client row to open the Edit Client side panel.

  2. Scroll down to the Contacts section, which only appears when the client is already saved.

  3. Select Add Contact.

  4. Enter the following contact details:

    • Contact Name
    • Email
    • Phone in international format (for example, +31612345678)
    • Contact Type, choosing one of Primary, Invoicing, Technical, Report, or Escalation

  5. Select Add Contact to save.

You can edit or delete contacts using the icons on each contact card. Deleting a contact is a soft delete that keeps historical references intact. Contacts and their certificates are web-only features.

Permissions and Restrictions

  • Only Owner and Admin roles can add, edit, or delete clients and contacts.
  • Phone numbers must be entered in international format; otherwise, the system rejects the entry.
  • Read-only roles can view clients and contacts but cannot make changes.
Video walkthrough — 12 articles

1.BriqSafe home dashboard (My BriqSafe) — the landing page after signing in; the starting point for this workflow.

BriqSafe home dashboard (My BriqSafe) — the landing page after signing in; the starting point for this workflow.

2.Clients screen with search/status filters, the client table, Add client and Export CSV.

Clients screen with search/status filters, the client table, Add client and Export CSV.

3.Add New Client panel (empty): Client Name, Client Code (auto), Address, Tax ID/VAT, Status, Notes.

Add New Client panel (empty): Client Name, Client Code (auto), Address, Tax ID/VAT, Status, Notes.

4.Add New Client with ALL fields filled — name, address, Tax ID/VAT and Notes (Client Code left blank to auto-generate, Status Active).

Add New Client with ALL fields filled — name, address, Tax ID/VAT and Notes (Client Code left blank to auto-generate, Status Active).

5.Clients list with the "Client created successfully" toast and the new client (auto code, Active).

Clients list with the "Client created successfully" toast and the new client (auto code, Active).

6.The clients overview located to the newly created client — its row visible with the auto-generated code and Active status.

The clients overview located to the newly created client — its row visible with the auto-generated code and Active status.

7.Edit Client panel: code, status, editable fields, Delete/Cancel/Update.

Edit Client panel: code, status, editable fields, Delete/Cancel/Update.

8.Contacts section (empty) with Add Contact.

Contacts section (empty) with Add Contact.

9.Add Contact form (empty): Contact Type, Name, Email and Phone before entering details.

Add Contact form (empty): Contact Type, Name, Email and Phone before entering details.

10.Contact Type dropdown open — Primary, Invoicing, Technical, Report, Escalation.

Contact Type dropdown open — Primary, Invoicing, Technical, Report, Escalation.

11.Add Contact form filled — Contact Name, Email, E.164 phone and Contact Type Primary (ready to add).

Add Contact form filled — Contact Name, Email, E.164 phone and Contact Type Primary (ready to add).

12.The finished client record — client created and the contact step completed, back on the client overview. End of the workflow.

The finished client record — client created and the contact step completed, back on the client overview. End of the workflow.

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