> For the complete documentation index, see [llms.txt](https://engyon.gitbook.io/engyon/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://engyon.gitbook.io/engyon/en/admin/organisation/create-a-client-organisation.md).
# Creating a client organisation
Create a client organisation and underlying entities via Options → Organisation → Clients.
Every audit engagement includes an audit firm (performing the audit) and a client organisation (being audited). The client organisation must be defined in the Engyon application to record client details, link audits to it, and grant representatives of that organisation access to the application. The client organisation is directly linked to an audit firm to formalise the link between auditor and client. This page explains how a client organisation can be created for a specific audit firm.
You need the Account Manager role at the audit firm for this. See [Organisation](/engyon/en/admin/organisation.md).
A `client organisation` can be created via the organisation management section of the application. On the page showing your organisation details, open the Clients tab. This provides an overview of all clients defined for this audit firm.
## Create client
1. Go to Options → Organisation.
2. Open the Clients tab.
3. Click the plus icon (:plus:) Client at the top right. This opens a screen where you can enter the organisation's details:
* **Name****:** the name of the organisation.
* **Number****:** an identification of the organisation, such as the Chamber of Commerce number.
* **Country****:** country where the company operates.
* **Date of incorporation****:** the date the company was incorporated.
* **Industries****:** the sector(s) in which the client organisation is active.
* **Domains****:** the SSO domain of the client organisation. This is only relevant if the client wants to log in to Engyon via single sign-on.
* **Allow password login****:** a setting to indicate whether client users may log in with their email address and password. If the client uses SSO, this is usually off; if the client does not use SSO, this must be enabled.
* **External ID****:** client number used by the audit firm. If this is not filled in, an external ID is automatically generated.
* **Audited organisation****:** when Audited organisation is enabled, audits can be created free of charge for this 'client', but they are automatically deleted after 3 months. Therefore, only enable this for fictitious clients you create for test or training purposes. This setting cannot be changed after the client has been created.
4. Click Create at the bottom right to create the client organisation. The created client now automatically appears in the client list.
{% hint style="info" %}
The user who creates the client organisation is automatically assigned to that organisation with administrative rights. This user can then invite the first client user(s) and grant them the necessary permissions. Depending on the audit firm's preferences, the creator of the client organisation can then leave the organisation and entrust administrative control to representatives of the client.
{% endhint %}
## Creating entities within a Client Holding
If your client consists of a holding with multiple entities below it, it is important that you also create these entities within your client.
1. In Clients, click the client name, for example Fictiva Holding.
2. Open the Entity tab.
3. Click the plus icon (:plus:) Entity at the top right. This opens a screen where you can enter the organisation's details:
* **Name****:** name of the entity.
* **Organisation number****:** an identification of the entity, such as the Chamber of Commerce number.
* **Parent****:** the entity directly above this entity in the legal structure of the group (usually the entity with control over the entity). You can choose from the main client entity or already created entities under the client;
* **Country****:** country where the entity is located.
* **Industries****:** the sector(s) in which the entity is active. The industry set at client level is pre-filled by default (and can be removed where necessary).
* **Date of incorporation****:** the date the entity was incorporated or entered the consolidation (e.g. as a result of an acquisition).
* **Termination date****:** the date the entity was terminated or left the consolidation (for example after a sale). If the entity is still active, leave this field empty. This field concerns the status of the entity itself, not the elimination column when [importing figures](/engyon/en/how-to-guides/importing-figures/ingesting-elimination-records.md).
* **External ID****:** Entity or client number used by the audit firm. If this is not filled in, an external ID is automatically generated.
{% hint style="info" %}
Only those who are Client manager or Client admin for **this** client can create audits for this client. Being Admin or Account Manager at firm level is not enough. See [Roles and rights](/engyon/en/reference/settings/roles-and-permissions.md).
{% endhint %}