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Creating a client

Add a new client to your Level workspace — name, description, logo with built-in cropping.

Open /clients and click Add Client at the top right. The client modal opens in create mode.

Client modal in create mode with Logo, Name, and Description fields
The Add Client modal — logo upload, name, and description in one form.

Fields

The form has three pieces:

Logo (optional)

A square image used everywhere a client appears — switcher, table, header.

  • Formats: JPG, PNG, WebP, GIF (animation is preserved).
  • Max size: 5 MB.
  • Source: drag-and-drop the file or click the upload area to pick one.

After you select a file, Level opens a crop dialog:

  • The crop box is locked to a 1:1 (square) aspect ratio.
  • Drag the four corner handles to resize.
  • The image itself doesn't move — only the crop box. To re-position, choose a different source file.
  • Click Save to apply, Cancel to drop the upload.

The cropped image is uploaded as JPEG (quality 0.9) into the client-logos storage bucket and the resulting URL is saved on the client record. You can swap it out any time from edit mode.

Client name (required)

The visible name everywhere — switcher, lists, report headers.

  • Trimmed before saving (leading/trailing whitespace stripped).
  • Cannot be empty.
  • Placeholder hint in the form: e.g. Acme Corporation.

Description (optional)

A short blurb shown under the name in the clients table — useful when the same brand has multiple clients (e.g. Acme — APAC vs Acme — EMEA).

  • Free-form textarea, ~3 lines.
  • Empty is fine.

What happens when you submit

  1. If a new logo was uploaded, it's pushed to storage first and the resulting URL is attached to the create payload.
  2. Level creates the client and generates a URL-safe identifier from your name (e.g. acme-corporation in the URL).
  3. The clients list refreshes; the new row appears.
  4. The new client is not selected automatically — open the client switcher and pick it to start configuring placements.

What you don't set here

The create form deliberately keeps the surface small — these are configured later, not at creation:

  • Connected ad accounts — done at Connected accounts.
  • Placements — done at the client's Placements page.
  • Reporting currency — set per-report when you build a Report. Each placement carries its own ad-account currency separately.
  • Members and access — done globally at Users & Teams.

Next steps

After the client exists, the typical next steps are:

  1. Connect the relevant Google Ads / Meta accounts at Connected accounts.
  2. Add placements to wire those ad accounts into this client — see Creating a placement.
  3. Tag campaigns with segments so reports group by purpose, not by raw campaign names.
  4. Build a report — see Creating a report.