---
title: "Clients"
slug: workspace/clients
url: https://projectri.com/docs/workspace/clients
section: workspace
audience: workspace
app_route: "/[slug]/[user]/clients"
permissions: [client.view, client.manage]
mobile: "/clients"
updated: 2026-09-08
source: Projectri documentation
---

# Clients

The account record for every client and prospect — contacts, projects, contracts, meetings, portal logins and an activity trail, one client at a time.

![Clients](https://projectri.com/docs-shots/workspace-clients.png)

## What it is

Clients is the account book. The left rail lists every client and prospect in
the workspace; picking one opens a panel with six tabs covering who they are,
what work is running for them, what they are contracted for, what meetings are
booked, who at their end can sign in to the portal, and everything that has
happened on the account.

## How to get there

Clients is in the main navigation, and every read on the screen needs the
`client.view` permission. That key is **not** granted to members by default —
it is one of the optional view keys an administrator turns on per role at
[Admin → Permissions](/docs/admin/permissions). Without it the page returns
nothing.

Creating, editing, marking churned and deleting all need `client.manage`.
Scheduling a meeting from the client needs `calendar.manage`. The Deals section
on Overview needs `opportunity.view` and disappears entirely without it — a
section header over an empty body would read as "this client has no deals",
which is a different and wrong statement. There is no plan gate on the screen.

## How to use it

### Find a client

1. Type in **Search clients…** at the top of the rail, or filter by status.
2. Click a row. The address bar picks up `?client=<id>&clientTab=<tab>`, so the
   link you copy reopens the same client on the same tab for anyone who can see
   it.

### Add a client

1. Press **New client** under the rail, or use the **New** menu in the app
   header and choose Client.
2. Fill in **Company name** — it is the only required field. Description,
   **Industry**, **Country**, **Region** and **Website** describe them;
   **Status**, **Tier** and **Health** are how you file them.
3. **Currency** and **Credit terms** are the commercial defaults an estimate
   picks up when this client is chosen.
4. **Account owner** is the person the account belongs to.
5. **Tax number** is checked against the country's expected format. A number
   that does not match is saved as typed with a warning beside it — the screen
   flags it, it never refuses it.
6. **Registered for tax in their own country** is the switch reverse charge
   reads. A tax number on file is evidence of registration, not the same thing
   as the switch. When it is off, say why in **Why they are not registered**.

### Keep the contact list

1. On **Overview**, press **Add contact**.
2. A contact carries a name, role, email address and phone number, and one of
   them can be marked **Primary** — the address the client header's **Email**
   button opens.
3. These are people you deal with. They are not logins. Giving somebody access
   to the portal is a separate act on the Portal access tab.

### Give someone at the client a portal login

1. Open the **Portal access** tab.
2. Invite the person by address and role. What is listed here is logins, kept
   deliberately far from the Overview address book so nobody grants access to a
   name they only meant to write down.
3. **Suspend** is the reversible control and is offered first. **Remove** is a
   hard delete — their tickets survive it, but their name comes off their own
   words.

### Read the account

1. **Projects** lists the client's projects with task progress and the next
   milestone.
2. **Contracts** lists each contract with its value, billing type, period and
   AMC terms, and prints "X active · Y total" above them.
3. **Meetings** lists what is booked; **Schedule meeting** in the **…** menu
   adds one.
4. **Activity** is the account timeline — projects, contracts, milestones,
   meetings, completed work and contact changes, newest first.

### Close an account

1. Open the **…** menu beside the client name.
2. **Mark as churned** sets the status and leaves everything else intact. It is
   the reversible one.
3. **Delete client** removes the record permanently and asks first. It is
   refused with a conflict while any project or contract is still linked to the
   client — unlink or delete those first.

## What it affects

- **Estimates and quotes.** The client's **Currency** is what a new estimate is
  denominated in; the estimate dialog offers no currency picker precisely so
  that a firm in one country does not quote another's currency by accident. The
  client also becomes the quote's recipient and the contract's counterparty.
- **The contract value figure.** The **Contract value** card and the Contracts
  tab subtotal are in the **workspace's reporting currency**, not the client's.
  A client holding contracts in two currencies was otherwise reported as a sum
  of both wearing one symbol. A signed contract contributes its frozen base
  value; an unsigned one is converted at today's rate.
- **Tax treatment.** The registration switch and the tax number feed the tax
  rules that decide reverse charge on this client's invoices.
- **The client portal.** Every login on the Portal access tab is a person who
  can sign in at [the portal](/docs/portal/overview) and see this client's
  projects, tickets, quotes and invoices.
- **The pipeline.** Open and closed deals for the account appear on Overview,
  and a deal can name an existing client or a prospect that is not one yet.
- **MTD hours.** The month-to-date figure counts logged time across every
  project belonging to this client.

## On mobile

The **Clients** tab in the Expo app carries the reading half — who they are, how
healthy the relationship is, and how much work is live. Contracts, credit terms,
the contact matrix and portal access stay on the web, where there is room to
edit them.

## Limits and gotchas

> [!WARNING]
> **Delete** is permanent and is not the same as **Mark as churned**. Churn is
> a status; delete removes the account record. The request is refused while
> projects or contracts still point at the client, which is the only thing
> standing between a mis-click and a missing account.

- The contract-value total silently omits any currency with no exchange rate on
  file, and says so: *"No exchange rate for GBP, EUR — the total leaves them
  out."* That is a missing rate in [Admin → Finance](/docs/admin/finance), not a
  client with no contracts.
- A tax number in the wrong format is stored anyway. The warning names the
  expected shape; check it against the client's certificate rather than trusting
  the absence of an error.
- Portal access and the Overview contact list are two different records. Editing
  a contact's email address does not change the address that person signs in
  with.
- `client.view` is off by default for members. A colleague who says the Clients
  row is missing from their navigation needs the key granted, not a bug report.

## Related

- [Contracts](/docs/workspace/contracts) — the register of what each client agreed to.
- [Pipeline](/docs/workspace/pipeline) — the open deals that appear on the account.
- [Projects](/docs/workspace/projects) — the delivery side of the same accounts.
- [Client portal](/docs/portal/overview) — what the logins on the Portal access tab reach.

## Related

- [Contracts](https://projectri.com/docs/workspace/contracts.md): The register of what the firm is bound to — every MSA, statement of work and order form, its lifecycle state, its value and whether it is still inside its period.
- [Pipeline](https://projectri.com/docs/workspace/pipeline.md): The deals being chased, on a board of stages, with a weighted forecast by month and conversion rates behind a second tab.
- [Projects](https://projectri.com/docs/workspace/projects.md): The project list and the project itself — its people, milestones and progress, its tasks as a table, board, timeline or roadmap, and its documents, boards and meetings.
- [The client portal](https://projectri.com/docs/portal/overview.md): Your own view of the work your agency is doing for you — projects, requests, support tickets, quotes and invoices, in one place with your own login.