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From the Clients list, click Add Client to open the Add client panel. Client Name and Client Website are required; the rest are optional.
1

Client Name

The client’s name appears on the client card, in the sidebar, and on report headers. You can rename it later without affecting existing reports.
2

Client Website

Enter the client’s domain (for example, oviond.com). Oviond uses the website to generate a card screenshot and derive a favicon automatically on the server — there’s no separate screenshot, logo, or favicon field on this form. The screenshot appears on the card once it finishes generating.
3

Select Currency (optional)

Defaults to USD. Sets the default currency used by money widgets in this client’s reports.
4

Client Timezone (optional)

Defaults to your browser’s timezone. Sets the default timezone for dates and scheduled delivery windows in this client’s reports.
5

Manager (optional)

Assign a team member as the manager. Defaults to No manager.
6

Client folder (optional)

Assign the client to one or more folders to organize it. This field accepts multiple folders.
Click Create Client to save. Once saved, the client has an empty workspace. Next steps are usually:
  1. Create your first Project — a Report or Dashboard
  2. Connect a Data Source from inside the project editor
Logo, favicon, theme, and branding are configured later in the client’s Settings, not on the Add client form.