---
title: "Manage Client Types"
id: "manage-client-types"
project: "Revelation Server 2026"
url: "https://revelationhelpguide.clickhelp.co/articles/revelation-server-help-2026/manage-client-types"
updated: 2025-10-10T21:39:56Z
---

# Manage Client Types

![](/resources/Storage/revelation-server-help-2026/all-4.jpg)

[Add Client Type](/articles/revelation-server-help-2026/manage-client-types/a/Add)
 
[Edit a Client Type](/articles/revelation-server-help-2026/manage-client-types/a/Edit)
 
[Turn Client Type Inactive](/articles/revelation-server-help-2026/manage-client-types/a/Turn)
 
[Delete a Client Type](/articles/revelation-server-help-2026/manage-client-types/a/Delete)

A Super Admin or regular Admin can set up the Client types used throughout the system.

## Add Client Type
 ![](/resources/Storage/revelation-server-help-2026/add%20client%20type%20admin%20img%20update.png)

Click on the New button at the top of the screen
 
![](/resources/Storage/revelation-server-help-2026/Content/phrase%20set%20selection%20add%20client%20type%20admin%20img%20update.png)
 
* Select the New button at the top of the section.
* Type in the type (Client, Vendor, Outsource, etc.).
* * If the type is supported by your help desk, ensure Supported Type is checked
* Select the [Phrase](/articles/revelation-server-help-2026/system-phrases) Set to be used for the Customer Type (for [custom email notifications](/articles/revelation-server-help-2026/custom-email-alerts), etc.)
* To cancel adding the type, click on the Cancel icon

## Edit a Client Type

* Click on the pencil icon to the right of the type
* If needed, select the Phrase Set for the Team (WARNING: This is an Advanced Feature and should be used with care.)

* Make your changes and click the Save icon to keep changes, or the Cancel icon if you don't wish to keep the changes.

## Turn Client Type Inactive

* If the type becomes inactive at some time, edit by clicking on the pencil icon to the right of the type.
* Uncheck the Active box to turn inactive. the inactive Client Types are at the bottom of the list in gray italic type.
* * To reactivate, edit the type and recheck the box.

## Delete a Client Type

* Click on the red trash can to the extreme right of the type.
* You will receive a warning message before being able to delete the type.
* Click OK to delete, or Cancel to keep.

![](/resources/Storage/revelation-server-help-2026/Content/Delete%20Client%20Type%20warning.png)