Clients & Branding
A Client is the tenant being assessed — everything else (engagements, evidence, ratings, reports) hangs off a client. Only a Firm Administrator can create or manage clients, from /clients.
Creating a client
| Field | Notes |
|---|---|
| Name | Displayed throughout the app and on reports. |
| Country / Region | Free-text, descriptive context only — it does not affect data residency or storage location. |
| Status | Active or Inactive, and reversible at any time (unlike a Control’s one-way retirement). |
If a client with a very similar name already exists, the app warns you before creating a duplicate; confirm explicitly to proceed anyway.
Branding
Each client has one branding configuration, used to white-label generated reports. Open it from the client’s page.
| Field | Notes |
|---|---|
| Logo | Uploaded image file used on report covers/headers. |
| Primary color | A hex color (e.g. #7d141d) used as the report’s accent color. |
Branding is baked in at report generation time. If you update a client’s logo or color after a report has already been generated, that existing report keeps whatever branding was current when it was created — it will not update retroactively. Re-generate the report if you need it to reflect new branding.
Next step
Once a client exists, create an Engagement for it to begin scoping an assessment.