---
title: Registering a Client
slug: helium-en/registering-a-client
description: Learn how to effectively manage clients within your organization with this comprehensive document. Discover the step-by-step process to access client functionality, fill in essential fields, and save crucial information. Streamline your client management 
createdAt: 2021-10-19T01:13:52.000Z
---

The customer is an organization or person requesting products and/or services. They can be internal and/or external to the organization.

This feature provides a variety of actions, such as including, changing, and deleting clients.

## Procedure

1. Access the functionality Clients through the main menu `Processes > Portfolio and Catalog Management > Clients;`
2. Complete all mandatory fields;
3. Click on "Save".