--- title: "CloudNine Analyst: How to Create or Edit a Client" description: How to Create or Edit a Client --- [Skip to content](https://kb.cloudnine.com/how-to-create-or-edit-a-client#main-content) English Show submenu for translations [Contact us](https://kb.cloudnine.com/kb-tickets/new?hsLang=en) ![CloudNine](https://kb.cloudnine.com/hs-fs/hubfs/1%20-%20CloudNine%20MARKETING/1%20-%20LOGOS/CloudNine%20Logos/CloudNine_Transparent_Low%20Res.png?width=250&height=94&name=CloudNine_Transparent_Low%20Res.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://kb.cloudnine.com/kb-tickets/new) - [Go to cloudnine.com](https://cloudnine.com/) [Go to cloudnine.com](https://cloudnine.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://kb.cloudnine.com/?hsLang=en) 2. [CloudNine Analyst](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en) 3. [Account](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#account) # CloudNine Analyst: How to Create or Edit a Client ## How to Create or Edit a Client As a Partner Admin you can create a new Client at any time. Within each Client, Projects can be created to which all Client Admins assigned to that Client will have access. This is a way to easily keep permissions for a specific set of Projects isolated to a specific Client and their designated Admins and Users. ### Creating a Client To create a new Client navigate to your main Partner Dashboard that lists all active and archived clients. To navigate to the dashboard click on either the dashboard link in the top navigation bar or “Partner Dashboard” in your Account Menu.   **Header link:** ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-15-79-AM.png)   **Account menu:** ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-14-32-AM.png)   Once in your dashboard you will see your Active Clients List. To add a client click the "Add Client" link in the upper right corner of the list. ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-18-64-AM.png)   Clicking this will launch the "New Client" form.    The only required field is the actual Client Name. However, within this form you have the capability to configure your resale pricing for CloudNine Analyst so as to quickly allow for Client level usage and billing reports to be generated at any time via your Client Usage Reports interface. Pricing for a client can be updated at any time by editing the Client information (Pricing Options not displayed).    ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-17-64-AM.png) Click Save and the new Client will be added to your Client Dashboard. Now you can select this Client and add new Projects as desired. Each Project created will inherit this Client's administrators. Project Admins and Project Users will need to be assigned separately.    ### Editing an Existing Client To edit an existing Client, you will need to navigate to your Partner Dashboard and click on the edit icon under the column header "Edit Client" ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-16-70-AM.png)   Clicking this will open the Client form with the current information as entered during creation. You can freely edit any of this information and then click save (Pricing Options omitted from screen capture).  ![](https://kb.cloudnine.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Apr-07-2022-12-22-15-03-AM.png)   - [CloudNine Training Videos](https://kb.cloudnine.com/cloudnine-training-videos?hsLang=en#main-content) - [CloudNine Videos by Product](https://kb.cloudnine.com/cloudnine-training-videos?hsLang=en#cloudnine-videos-by-product) - [CloudNine Review](https://kb.cloudnine.com/cloudnine-review?hsLang=en#main-content) - [CloudNine Review Video Library](https://kb.cloudnine.com/cloudnine-review?hsLang=en#cloudnine-review-video-library) - [Section 1: Getting Started](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-1-getting-started) - [Getting Started: My Projects](https://kb.cloudnine.com/cloudnine-review?hsLang=en#getting-started-my-projects) - [Section 2: Understanding Different Views](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-2-understanding-different-views) - [Section 3: Searching](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-3-searching) - [Section 3A. Smart Filters](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-3a-smart-filters) - [3b: Search Term Lists](https://kb.cloudnine.com/cloudnine-review?hsLang=en#3b-search-term-lists) - [Section 4: Working with Documents](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-4-working-with-documents) - [Generating Images](https://kb.cloudnine.com/cloudnine-review?hsLang=en#generating-images) - [Automated Redaction](https://kb.cloudnine.com/cloudnine-review?hsLang=en#automated-redaction) - [Exporting/Producing](https://kb.cloudnine.com/cloudnine-review?hsLang=en#exporting-producing) - [Section 5: Administrative Functions](https://kb.cloudnine.com/cloudnine-review?hsLang=en#section-5-administrative-functions) - [Reporting](https://kb.cloudnine.com/cloudnine-review?hsLang=en#reporting) - [Frequently Asked Questions and Issues](https://kb.cloudnine.com/cloudnine-review?hsLang=en#frequently-asked-questions-and-issues) - [Cloud Connector](https://kb.cloudnine.com/cloudnine-review?hsLang=en#cloud-connector) - [EULA](https://kb.cloudnine.com/cloudnine-review?hsLang=en#eula) - [CloudNine Discovery Portal](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#main-content) - [CloudNine Discovery Portal Video Library](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#cloudnine-discovery-portal-video-library) - [Getting Started](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#getting-started) - [File System Workflows](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#file-system-workflows) - [Data Transfer Workflows](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#data-transfer-workflows) - [LAW Bridge](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#law-bridge) - [Global Monitoring Console](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#global-monitoring-console) - [Advanced Features & Troubleshooting](https://kb.cloudnine.com/cloudnine-discovery-portal?hsLang=en#advanced-features-troubleshooting) - [LAW](https://kb.cloudnine.com/law?hsLang=en#main-content) - [CloudNine LAW Video Library](https://kb.cloudnine.com/law?hsLang=en#cloudnine-law-video-library) - [CloudNine LAW: Did You Know?](https://kb.cloudnine.com/law?hsLang=en#cloudnine-law-did-you-know) - [Installation and Setup](https://kb.cloudnine.com/law?hsLang=en#installation-and-setup) - [Print Queue Management](https://kb.cloudnine.com/law?hsLang=en#print-queue-management) - [Turbo Import](https://kb.cloudnine.com/law?hsLang=en#turbo-import) - [ED Loader](https://kb.cloudnine.com/law?hsLang=en#ed-loader) - [Errors](https://kb.cloudnine.com/law?hsLang=en#errors) - [Email](https://kb.cloudnine.com/law?hsLang=en#email) - [Endorse](https://kb.cloudnine.com/law?hsLang=en#endorse) - [Document Numbering](https://kb.cloudnine.com/law?hsLang=en#document-numbering) - [Annotations](https://kb.cloudnine.com/law?hsLang=en#annotations) - [Image Conversion](https://kb.cloudnine.com/law?hsLang=en#image-conversion) - [Near Dupe](https://kb.cloudnine.com/law?hsLang=en#near-dupe) - [SQL](https://kb.cloudnine.com/law?hsLang=en#sql) - [Batch Printing HTML](https://kb.cloudnine.com/law?hsLang=en#batch-printing-html) - [DataSent](https://kb.cloudnine.com/law?hsLang=en#datasent) - [Filter and Search](https://kb.cloudnine.com/law?hsLang=en#filter-and-search) - [Administration](https://kb.cloudnine.com/law?hsLang=en#administration) - [Explore](https://kb.cloudnine.com/explore?hsLang=en#main-content) - [CloudNine Explore Video Library](https://kb.cloudnine.com/explore?hsLang=en#cloudnine-explore-video-library) - [Managing Cases](https://kb.cloudnine.com/explore?hsLang=en#managing-cases) - [Importing](https://kb.cloudnine.com/explore?hsLang=en#importing) - [Searching](https://kb.cloudnine.com/explore?hsLang=en#searching) - [Exporting](https://kb.cloudnine.com/explore?hsLang=en#exporting) - [Concordance](https://kb.cloudnine.com/concordance?hsLang=en#main-content) - [Searching](https://kb.cloudnine.com/concordance?hsLang=en#searching) - [eDocs](https://kb.cloudnine.com/concordance?hsLang=en#edocs) - [Email](https://kb.cloudnine.com/concordance?hsLang=en#email) - [Other](https://kb.cloudnine.com/concordance?hsLang=en#other) - [Exporting](https://kb.cloudnine.com/concordance?hsLang=en#exporting) - [Proof of Concept](https://kb.cloudnine.com/concordance?hsLang=en#proof-of-concept) - [Concordance Desktop](https://kb.cloudnine.com/concordance-desktop?hsLang=en#main-content) - [Email Database](https://kb.cloudnine.com/concordance-desktop?hsLang=en#email-database) - [CloudNine Analyst](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#main-content) - [CloudNine Analyst Video Library](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#cloudnine-analyst-video-library) - [FAQ](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#faq) - [Known Issues and Behavior](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#known-issues-and-behavior) - [Account](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#account) - [Projects](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#projects) - [Import](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#import) - [Export](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#export) - [Machine Translation](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#machine-translation) - [Reports](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#reports) - [Investigations](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#investigations) - [ESIA Desktop](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#esia-desktop) - [ESIA Sync](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#esia-sync) - [Administration](https://kb.cloudnine.com/cloudnine-analyst?hsLang=en#administration) - [On Premise Software Q&A](https://kb.cloudnine.com/on-premise-software-qa?hsLang=en#main-content) - [On Premise Software](https://kb.cloudnine.com/on-premise-software-qa?hsLang=en#on-premise-software) - [EULA](https://kb.cloudnine.com/on-premise-software-qa?hsLang=en#eula) [![CloudNine](https://kb.cloudnine.com/hs-fs/hubfs/1%20-%20CloudNine%20MARKETING/1%20-%20LOGOS/CloudNine%20Logos/CloudNine_Transparent_Low%20Res.png?width=250&height=94&name=CloudNine_Transparent_Low%20Res.png "CloudNine")](http://www.cloudnine.com) 12848 Queensbury Lane, Suite 208 | Houston, TX  77024 | 713-999-4280 | [info@cloudnine.com](mailto:info@cloudnine.com) Copyright © 2026, CloudNine