> ## Documentation Index
> Fetch the complete documentation index at: https://docs.simpleuat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# New client

> Stand up a client UAT project quickly: name it, load tests, connect delivery, then run.

Treat the first day like you used to: get access, get the URL, get the checklist, agree how you'll report. SimpleUAT holds those pieces so you don't invent a new folder structure per client.

<Steps>
  <Step title="Create Client Project">
    Name = what you'll put on the invoice. Type = closest platform (`web`, `ios`, `api`, and so on).
  </Step>

  <Step title="Environment first">
    If they only gave you a staging URL, that's enough to **Add First Environment**. Password notes can live in the environment description or in case preconditions (same as the header cells in the old sheet).
  </Step>

  <Step title="Load tests">
    Pack if they have no script. Import if they sent Excel/CSV/Word/PDF. Manual if it's a tiny smoke. Wizard if you want starter structure. [Choose setup](/start-here/choose-setup).
  </Step>

  <Step title="Personas">
    Admin vs shopper vs "read-only finance": **Create First Persona**. Access types and login methods exist on the persona. That's who you log in as, not a separate user-management product.
  </Step>

  <Step title="Connect before you're done testing">
    Ask for their Delivery ID or send an invitation now. **PENDING** until they approve. Delivery fails if you wait and they're still pending. [Connect](/delivery/connect).
  </Step>

  <Step title="Cycle + run">
    **Create First Cycle**, include the cases that are in scope (not every pack case if you installed a large pack). **Start a run**.
  </Step>
</Steps>

<Warning>
  If you are a **viewer** on the org, you will not be able to create this structure. That's a role limit, not a missing product. [Missing feature](/troubleshooting/missing-feature).
</Warning>

<Columns cols={2}>
  <Card title="Reuse across clients" icon="copy" href="/playbook/reuse">
    Packs and what is safe to copy.
  </Card>

  <Card title="Client has no account" icon="mail" href="/delivery/client-no-account">
    Invitation, signup, pending connection resumes.
  </Card>
</Columns>