Clients

Client truth population — clients are reference identifiers only. No enforcement, no permissions, append-only.

👥 Client Layer Status: Reference Only

This layer displays clients that exist in the system. No records are created automatically. Clients are reference identifiers only — they do not:

  • Grant permissions or access
  • Enable client logins
  • Create portals or interactions
  • Enforce workflows
  • Assign employees
  • Schedule jobs

Future Phase: Client creation and editing will be added in a controlled, append-only manner.

Client Summary

Read-Only
0
clients in system

Empty State: No clients have been added yet. This is expected in early system usage. Clients will be added as business relationships form.

👥

No clients added yet

Clients serve as reference identifiers — recording who the business serves. They will appear here once added to the system.

No Action Required: The system is ready to accept client data when you're ready to add it. No enforcement, no auto-creation, no pressure. Append-only philosophy.

PHASE P1 Guardrails: This view is read-only. No editing, no deletion, no auto-creation. Clients are observational reference data only — they do not grant permissions, enable logins, or create portals. Future phases will add controlled data entry in an append-only manner.

👁 Client Preview Mode: Click "View As Client" to preview exactly what a client sees in their portal. This is a read-only preview - no impersonation, no authority expansion, no session switching.