Adding Your First Client

Clients in Lantern represent the businesses or projects you manage issues for. Each client gets their own issue list, embed key, and optional client portal.

#Creating a client

1. In your team workspace, go to Clients in the sidebar.
2. Click Add client.
3. Fill in the details:
   • Name — the client's business or project name (required)
   • Website URL — their main website address
   • Primary contact email — the main point of contact
   • Notes — internal notes your team can see (not visible to the client)
4. Click Save.

#What gets created

When you create a client, Lantern automatically generates an embed key — a unique code used to identify this client's widget submissions. You can find it on the client's settings page.

#Plan limits

On the Individual plan, you can have up to 5 active clients. The Team plan has no client limit.

#Inviting the client to their portal

Once a client exists, you can invite their team to a client portal where they can view and submit issues directly.

1. Open the client from your Clients list.
2. Go to the Users tab.
3. Click Invite user and enter their email address.
4. Choose a role:
   • Admin — can manage users and settings within the portal
   • Member — can submit and view issues
5. The client receives an email invitation with a link to set up their account.

See Client Portals for more detail on how the portal works.

#Managing clients

From the Clients list you can:

• Click a client to view their issues and settings
• Edit client details at any time
• Regenerate the embed key if it has been compromised
• Configure Jira overrides per client (Team plan, with Jira enabled)

#Next steps

• Widget overview
• Issue tracking
• Client portals