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The client page is where you edit a company’s billing facts and manage its portal access. Open it by clicking any row in the Clients list.

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What is on the page

From top to bottom:
  1. A lifecycle banner – only if the client is archived or in the Trash.
  2. The client name as the page heading, with an Actions dropdown beside it.
  3. The client form – Details, Contacts and Billing.
  4. Portal access – only if you can manage clients.

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The client form

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Details

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Contacts

A repeatable list. Each row is labelled Contact #1, Contact #2 and so on, and holds:
  • Name
  • Role – for example Billing lead
  • Email
  • Phone
Add contact appends a row. Remove deletes one. A row without a name is dropped when you save. When there are none you see “No contacts yet. Add a primary contact for this client.”

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Billing

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Saving

1

Edit any field

Changes stay local until you save.
2

Click Save changes

You see “Client saved.”
3

Or click Reset changes

Every field snaps back to what is stored. Nothing is written.
Reset changes is a local undo, not a rollback of a save. Once you have saved, resetting brings back the newly saved values, not the old ones.

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Read-only access

If you can view clients but not manage them, the page still opens. Every input is disabled and the footer reads “You have view-only access to this client.” with a Back to clients button. The Actions menu and the Portal access panel do not appear at all. This is deliberate – you are shown what exists, never a control that would be refused.

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The Actions menu

The dropdown beside the client name offers the lifecycle transitions that apply right now. Each opens a confirmation modal that states exactly what happens. Delete permanently additionally requires you to type the client name to match. See /clients/archive-or-delete-a-client. The menu is hidden entirely without client.manage.

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The lifecycle banner

An archived or trashed client still opens in full – archiving is not deleting, so an old link keeps working. A banner at the top says which state it is in and offers Restore.

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Example

Daniel Okafor opens Bluebird Coffee to add their tax ID before the first invoice goes out. He holds client.view but not client.manage, so the fields are greyed out and he sees the view-only footer. He asks Priya Raman, who has Manage clients, to paste the tax ID into Tax info and click Save changes. The toast reads “Client saved.”, and the next invoice for Bluebird Coffee carries the tax ID.

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What happens next

  • The updated name flows to every project row, picker and report that names this client.
  • A changed default rate applies to future time entries only. Time already tracked keeps the rate it was priced at. See /rates/rate-snapshots.
  • A changed billing address and tax ID appear on invoices created from now on.

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Permissions

Your supervision scope also applies – you only reach clients whose projects you can see. See /concepts/supervision-scope.

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Common questions

The client was permanently deleted, or it belongs to a workspace you are not a member of. TimeTracker gives the same answer for both, so a stray link cannot be used to probe another workspace.
No. Money already recorded keeps the currency and rate it was captured with. Only new entries pick up the new default.
Every create, update, archive, delete and restore is written to the audit trail. See /settings/overview for where to read it.
Open Projects and search or sort by the client name shown under each project. See /clients/client-projects.

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Troubleshooting

Create a client

Start a new client record.

Client contacts

Contacts and portal invites.

Archive or delete a client

Retire a client safely.

Client rates

How the default rate is applied.

Client permissions

Who can do what.