> ## 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.

# Clients overview

> Clients are the companies you bill. Learn how the client list works, what each column means, and who can see clients in your workspace.

A client is a company you do work for and send invoices to. Every project belongs to at most one client, and every client can have many projects.

## What is a client?

A client record holds the billing facts about one company:

* Its name
* Its default currency
* Its default hourly rate
* Its payment terms, billing address and tax details
* Its contacts – the people you talk to

You do not track time against a client. You track time against a **task** inside a **project**, and the project points at the client. See [/concepts/data-model](/concepts/data-model) for the full chain.

## When to use clients

Create a client as soon as you have a company you will bill more than once.

| Situation                                    | What to do                                        |
| -------------------------------------------- | ------------------------------------------------- |
| A new customer signs a contract              | Create the client, then create a project under it |
| The same customer starts a second engagement | Add a second project under the same client        |
| Internal work that nobody pays for           | Create a project with **No client**               |
| A one-off you will never repeat              | Still create the client – invoices need one       |

## The client list

Go to **Clients** in the sidebar. Each row is one company.

| Column           | What it shows                                                                                        |
| ---------------- | ---------------------------------------------------------------------------------------------------- |
| **Name**         | The client name. Under a non-active view, a small chip marks it as Archived or in the Trash.         |
| **Currency**     | The client's default currency, such as `USD`.                                                        |
| **Default Rate** | The client's default hourly rate, shown as `120 / hr`. Reads **No default rate** when it is not set. |

Click any row to open that client.

### Controls on the list

<Steps>
  <Step title="Search">
    The search box filters on what you can read on screen – name, currency and rate.
  </Step>

  <Step title="Sort">
    Click a column heading to sort. Click again to reverse it.
  </Step>

  <Step title="Active / Archived / Trash / All">
    The dropdown next to **Add client** switches which lifecycle state you are looking at. It defaults to **Active**, so retired clients stay out of your way.
  </Step>

  <Step title="Rows per page">
    The footer shows the row count and lets you page through 25, 50 or 100 rows at a time.
  </Step>

  <Step title="Add client">
    Opens the new client form. This button only appears if you can manage clients.
  </Step>
</Steps>

### Empty states

* No clients yet: **"No clients yet – add your first client to start organizing projects."**
* An empty Archived or Trash view: **"No clients in this view."** That means nothing is archived, not that you have no clients.

## Who can see clients

Two things decide this, and both must pass.

**1. The capability.** You need `client.view` or `client.manage`. Without either, the page shows *"Clients are hidden for your role"*.

**2. Your supervision scope.** Client reach is **derived from project reach**. You see a client when you can see at least one of their projects. A role scoped to its own projects therefore sees only the clients behind those projects. A role scoped to the whole workspace sees every client.

<Note>
  This is deliberate. A separate client rule could disagree with project reach and leave someone able to see every client but none of their projects.
</Note>

## Example

Northwind Studio has two clients: **Bluebird Coffee** and **Harbor Logistics**.

* Maya Ellis (Owner) sees both, plus **Fenwick Legal**.
* Priya Raman (Project Manager) manages the Bluebird Coffee projects, so she sees Bluebird Coffee.
* Sarah Lin (Member) is staffed on Website Redesign, so she sees Bluebird Coffee too – but only if her role holds `client.view`.
* Ana Ferreira (Contractor) holds no client capability, so **Clients** is hidden for her entirely.

## Permissions

| Action                                     | Capability      | Roles that hold it by default          |
| ------------------------------------------ | --------------- | -------------------------------------- |
| See the client list and a client's details | `client.view`   | Owner, Admin, Project Manager, Finance |
| Add, edit, archive or delete a client      | `client.manage` | Owner, Admin, Project Manager          |
| Invite portal contacts for a client        | `client.manage` | Owner, Admin, Project Manager          |

Contractors and portal clients hold neither. See [/concepts/roles-and-capabilities](/concepts/roles-and-capabilities).

## App and plan gating

Clients live inside the **Projects & tasks** app. If an owner or admin switches that app off in **Settings → Apps**, the **Clients** page disappears and its URL stops working. Nothing is deleted – switch the app back on and everything returns.

Projects & tasks is included on **Free**. Client portal access is a **Pro** feature. See [/concepts/plans-and-features](/concepts/plans-and-features).

## Common questions

<AccordionGroup>
  <Accordion title="Can a project have no client?">
    Yes. Pick **No client** when you create the project. Internal work usually has no client. You cannot invoice a project with no client, because an invoice needs a company to bill.
  </Accordion>

  <Accordion title="Can one project belong to two clients?">
    No. A project has exactly one client, or none. If two companies split the cost, create one project per company.
  </Accordion>

  <Accordion title="Why can I see a client but no projects under it?">
    That should not happen – client reach follows project reach. If you see it, the client is probably reachable through a project that was just archived. Switch the project list to **All** to check.
  </Accordion>

  <Accordion title="Do clients count toward my seat limit?">
    A client company does not. A client **portal contact** does, because it is a login. See [/team/seats-and-billing](/team/seats-and-billing).
  </Accordion>
</AccordionGroup>

## Troubleshooting

| Problem                                 | Cause                                                      | Fix                                                       |
| --------------------------------------- | ---------------------------------------------------------- | --------------------------------------------------------- |
| **Clients** is missing from the sidebar | The Projects & tasks app is switched off                   | An owner or admin turns it back on in **Settings → Apps** |
| "Clients are hidden for your role"      | Your role has neither `client.view` nor `client.manage`    | Ask an admin to add **View clients** to your role         |
| A client you created has vanished       | You are looking at the **Active** view and it was archived | Switch the dropdown to **Archived** or **All**            |
| No **Add client** button                | You hold `client.view` but not `client.manage`             | Ask an admin for the **Manage clients** capability        |

## Related guides

<CardGroup cols={2}>
  <Card title="Create a client" icon="plus" href="/clients/create-a-client">
    Add a company and set its billing defaults.
  </Card>

  <Card title="Client details" icon="pencil" href="/clients/client-details">
    Every field on the client form.
  </Card>

  <Card title="Client projects" icon="folder" href="/clients/client-projects">
    How projects attach to a client.
  </Card>

  <Card title="Client permissions" icon="lock" href="/clients/client-permissions">
    Who can see and change clients.
  </Card>

  <Card title="Supervision scope" icon="eye" href="/concepts/supervision-scope">
    Why you see some clients and not others.
  </Card>

  <Card title="Projects overview" icon="briefcase" href="/projects/overview">
    The next layer down.
  </Card>
</CardGroup>
