A Master Client is a grouping tool used to link related Brands together.
It’s used purely for reporting and filtering — it doesn’t control access or permissions.
Only users with the ‘Manage Brands’ permission can create or manage Master Clients.
Steps to Create Master Client
- Go to Address Book
- Select the Master Client tab
- Click Create Master Client
- Enter the Name and any relevant details
- Click Save
Once created, you can assign Brands to this Master Client to enable roll-up reporting and simplified filtering across related projects.
Tips for creating a Master Client:
Once your Master Client is created, you can go back and edit any Brands that should be linked to it.
Changing the Master Client for a Brand has no impact on existing Projects.
It only affects how those Projects appear in roll-up reporting and Master Client filters.
Changing the Master Client for a Brand has no impact on existing Projects.
It only affects how those Projects appear in roll-up reporting and Master Client filters.