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

# Clients Module

> Client directory, proposals, contracts, quotations, and a shareable client portal link.

### Overview

Clients is your internal directory of client organizations — separate from the CRM contact/company
directory, though the two are related. It tracks each client's status and contract value, lets you
invite a client as a **client-role** workspace member scoped to their own organization, and
generates a **shareable, expiring portal link** that gives an external client a read-only view of
their own projects, invoices, and pending approvals — without needing a full login. It reads from
CRM (client records), Finance (invoices), and Projects (per-client projects).

### Where to find it

| Area | Route |
| - | - |
| Client directory | `/clients` |
| Proposals | `/clients/proposals` |
| Contracts | `/clients/contracts` |
| Quotations | `/clients/quotations` |
| Client detail | `/clients/[id]` (redirects to the CRM client detail page) |

### Core workflows

#### Add a client

1. Go to **Clients** and add a new client organization.
2. Set **Status** — Active · Inactive · Prospect — and a **Contract value**, used in the
   directory's revenue totals.

#### Invite a client as a member

* **Invite** links a specific client organization to a new workspace member with the **client**
  role. The invite is rejected server-side if it isn't tied to a client organization, so a
  client-role member can never end up unlinked from an org.
* The client role cannot create, edit, or delete records anywhere in the workspace (read-only by
  design) — see Permissions below.

#### Share a read-only portal link

1. Open a client's detail page and generate a **portal link** (manager role or above).
2. The link is copied to your clipboard and expires automatically (30 days by default).
3. Anyone with the link sees a read-only page listing that client's **projects**, **invoices**
   (with outstanding vs. paid status), and any **pending approvals** on their projects — no
   AmDital login required. This is a share-a-link mechanism, not a persistent client login account.

#### Set an Account Manager

* Open a client's detail page and click **Edit** next to Account Manager to assign a real
  workspace member — saved immediately to that client record.

### Client detail tabs

The client detail page (reached via `/clients/[id]`, which redirects to the equivalent CRM client
page) has five tabs: **Overview**, **Invoices**, **Projects**, **Tickets**, and **Notes**.

### Permissions

| Action | Who |
| - | - |
| View | Any active workspace member (client role sees only what they're invited into) |
| Create / edit | Employee role and above — the client role cannot write |
| Generate a portal link | Manager, admin, or owner |

### Known limitations

* The **Tickets** tab on a client's detail page doesn't load real ticket data yet — it always shows
  empty, regardless of whether that client actually has support tickets.
* The **New Invoice**, **New Project**, and **New Ticket** buttons inside the client detail tabs
  are not wired up yet — use the main Finance/Projects/Support modules to create these instead.


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