TB
Client Management
Manage client records, invite status, and client portal access from one workspace.
+ Add Client
Workspace
🏠 Home
🏢 Clients
📋 Open Roles
📊 Productivity
🔄 Refresh
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Total Clients
0
Distinct client records in this workspace
Active Portals
0
Clients with active portal access
Pending Invites
0
Sent but not yet activated
Expired Invites
0
Invites that need a resend
Search & Filters
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Search Client
Portal Status
All statuses
Active
Pending
Expired
Used
Not Invited
Client Name
All clients
Send Invite
Client Records
Aligned with the BuzzHire workspace styling and action patterns.
Client
Email
Portal Status
Latest Invite
Expiry
Portal User
Actions
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Client Name
Client Email
Save Client Record
Save & Send Invite