Portal Clients

Sub-organizations that a vendor works with. For example, a reseller has clients = schools, and each school is its own sub-entity.

Where to find it

URL: /portal/clients (list), /portal/clients/{id} (edit) Permissions: clients:create, clients:view_all, clients:edit_all

What you can manage

Same fields as admin-level Clients:

• Company + contact name
• Full address
• Email, phone
• Default revenue share type + amount
• TIN/SSN (encrypted)
• Internal notes

Permissions

Vendors with clients:view_all see all clients for their organization. Without it, they only see clients they created.

Vendors with clients:edit_all can edit any client. Without it, they can only edit ones they created.

TIN handling

Tax ID is encrypted at rest. Vendors cannot see it — only the admin user who set it. The value is read-only after creation (must be admin-updated).

Related features

• Buyback Clients — same data, admin-level view
• Quotes — quotes are tied to clients