---
title: Create a New Client
description: Learn how to create and manage a client account in PAGassist, including status options and core setup areas for effective telecom expense management.
---

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# Create a New Client

###### [PAGassist Admin](https://marketing.pagassist.com/internal-wiki/author/pagassist-admin)

 Sep 30, 2026, 5:19:06 PM

From the Client Directory, choose **Add Client**.

![Directory\_Create a new client](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Directory_Create%20a%20new%20client.png?width=703&height=257&name=Directory_Create%20a%20new%20client.png)

Enter the required account information, including:

![Directory\_Add a Client Modal](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Directory_Add%20a%20Client%20Modal.png?width=196&height=249&name=Directory_Add%20a%20Client%20Modal.png)

Hit Continue. \*\*Note for MVP: skip uploads in this pop-up for MVP\*\*. Once the client is created, PAGassist opens the client workspace.

The client account contains the primary setup areas for:

**Account Details, Vendors, Locations, Invoices, Contracts and Users.**

**![Directory\_Setup Tracker](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Directory_Setup%20Tracker.png?width=368&height=151&name=Directory_Setup%20Tracker.png)**

*Note: the setup tracker disappears once the core account setup requirements have been completed.*

### Client status

A client can be Active, Suspended or Archived. Accounts can be restored from suspended or archived status if needed.

Permanent deletion should only be used when the client record truly should not remain in PAGassist.

![Delete an Account\_warning](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Delete%20an%20Account_warning.png?width=274&height=216&name=Delete%20an%20Account_warning.png)

 

> **Last verified:** October 2026  
> **Applies to:** PAGassist MVP  
> **Something look different?** Report it to support@pagassist.com.

[Client Setup](https://marketing.pagassist.com/internal-wiki/tag/client-setup)

Written by PAGassist Admin

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