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

# Client details page

> Everything on a client's page in TimeTracker: the details form, contacts, billing fields, the Actions menu, and what read-only access looks like.

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.

## 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.

## The client form

### Details

| Field                       | Notes                                                                                             |
| --------------------------- | ------------------------------------------------------------------------------------------------- |
| **Client name**             | 1 to 120 characters. Shown everywhere the client appears.                                         |
| **Default currency**        | A three-letter code. Common codes are listed and your workspace base currency is always included. |
| **Default rate (per hour)** | A billing rate of 0 or more. Blank means no client-level rate.                                    |
| **Payment terms**           | Free text, for example `Net 30`.                                                                  |

### 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."*

### Billing

| Field               | Notes                                               |
| ------------------- | --------------------------------------------------- |
| **Billing address** | Street, city, postal code, country. Feeds invoices. |
| **Tax info**        | VAT, GST or tax ID.                                 |

## Saving

<Steps>
  <Step title="Edit any field">
    Changes stay local until you save.
  </Step>

  <Step title="Click Save changes">
    You see **"Client saved."**
  </Step>

  <Step title="Or click Reset changes">
    Every field snaps back to what is stored. Nothing is written.
  </Step>
</Steps>

<Tip>
  **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.
</Tip>

## 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.

## The Actions menu

The dropdown beside the client name offers the lifecycle transitions that apply right now.

| Client state | Menu shows                          |
| ------------ | ----------------------------------- |
| Active       | **Archive**, **Delete**             |
| Archived     | **Restore**, **Delete**             |
| In the Trash | **Restore**, **Delete permanently** |

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](/clients/archive-or-delete-a-client).

The menu is hidden entirely without `client.manage`.

## 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**.

| State        | Banner says                                                                                                            |
| ------------ | ---------------------------------------------------------------------------------------------------------------------- |
| Archived     | "This client is archived. It is hidden from lists and pickers. You can restore it from Settings → Archive."            |
| In the Trash | "This client is in the Trash. It is hidden everywhere and will be permanently deleted when the retention window ends." |

## 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.

## 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](/rates/rate-snapshots).
* A changed billing address and tax ID appear on invoices created from now on.

## Permissions

| Action                     | Capability                       |
| -------------------------- | -------------------------------- |
| Open a client page         | `client.view` or `client.manage` |
| Edit any field             | `client.manage`                  |
| Archive, delete or restore | `client.manage`                  |
| See and use Portal access  | `client.manage`                  |

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

## Common questions

<AccordionGroup>
  <Accordion title="Why does the page say the client is gone?">
    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.
  </Accordion>

  <Accordion title="Does editing the currency re-price old work?">
    No. Money already recorded keeps the currency and rate it was captured with. Only new entries pick up the new default.
  </Accordion>

  <Accordion title="Can I see who changed a client?">
    Every create, update, archive, delete and restore is written to the audit trail. See [/settings/overview](/settings/overview) for where to read it.
  </Accordion>

  <Accordion title="Where do I see this client's projects?">
    Open **Projects** and search or sort by the client name shown under each project. See [/clients/client-projects](/clients/client-projects).
  </Accordion>
</AccordionGroup>

## Troubleshooting

| Problem                         | Cause                                                 | Fix                                                      |
| ------------------------------- | ----------------------------------------------------- | -------------------------------------------------------- |
| Every field is greyed out       | You hold `client.view` only                           | Ask an admin for **Manage clients**                      |
| No **Actions** menu             | Same – the menu needs `client.manage`                 | As above                                                 |
| No **Portal access** panel      | Same, or the Client portal app is off                 | Check **Settings → Apps**                                |
| "We couldn't save this client." | A field failed validation, or your permission changed | Check the name, rate and currency, then reload and retry |

## Related guides

<CardGroup cols={2}>
  <Card title="Create a client" icon="plus" href="/clients/create-a-client">
    Start a new client record.
  </Card>

  <Card title="Client contacts" icon="users" href="/clients/client-contacts">
    Contacts and portal invites.
  </Card>

  <Card title="Archive or delete a client" icon="archive" href="/clients/archive-or-delete-a-client">
    Retire a client safely.
  </Card>

  <Card title="Client rates" icon="dollar-sign" href="/clients/client-rates">
    How the default rate is applied.
  </Card>

  <Card title="Client permissions" icon="lock" href="/clients/client-permissions">
    Who can do what.
  </Card>
</CardGroup>