Clients
Clients (also called "sub-sources") are the organizations you buy devices from — schools, businesses, resellers, etc. Each has its own revenue-share configuration.
Where to find it
Admin / Portal: /client/bbclients (list), /client/bbclient?cid={id} (edit)
Portal: /portal/clients
API: /api/v1/clients (read via buyback-api)
Client fields
| Field | Purpose |
|---|---|
| Company name | Legal name |
| Contact name | Point of contact |
| Address, city, state, zip | Physical address |
| Email, phone | Contact info |
| Default revenue share | % or $/device baseline for quotes |
| Default share type | 0 = percentage, 1 = fixed $ |
| TIN/SSN | Tax ID for 1099 reporting (encrypted at rest) |
| Notes | Internal notes (visible on paperwork) |
Revenue share
The default share is applied automatically when creating a new quote for that client. Quotes can override per-quote if needed.
Example:
- Client "Lincoln Elementary" has
defaultAmount = 85,defaultType = 0 - New quote for Lincoln auto-populates 85% client share
- Admin can override to 80% for a specific quote if warranted
TIN/SSN handling
Tax IDs are sensitive:
- Stored encrypted via
CredentialEncryption - Only shown to users with permission
- SMS alert fires if TIN is edited (anti-tampering)
- Used for year-end 1099 tax reporting
Permissions
Admin users can have different levels of client access:
clients:create— can create new clientsclients:view_all— see all clients (vs. only ones they created)clients:edit_all— edit any client
Set per-user in the admin user management UI.