Clients page

The Clients page lists clients for the selected workspace. You can switch between Active and Archived, search by name, create a new client, or open a profile to view or edit it.

info

This help covers the client list. Creating and editing open in a separate dialog documented in Add or edit a client.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• You need permission to manage clients. The workspace owner always has access. Without this permission:
  • the Clients menu item is hidden;
  • access to the page is blocked (alert Access Denied / “You do not have the rights to access this page.”, then redirect).

Element	Condition
Clients menu	Permission to manage clients (or owner)
Add a client row / empty state	Active segment + permission to manage clients
Archived segment	Always visible once the list has loaded
Search bar	Shown only when the current segment has at least one client

Archiving / restoring is not done from the list: it is in the profile dialog (permission to archive a client). See Add or edit a client.

Open the page

1. Open the navigation menu.
2. Under Management, click Clients.
3. Or open the Clients page directly from an internal link.

While active clients load for the first time, a loading screen is shown.

Active view

Active segment. Page title: Clients.

Non-archived clients for the current workspace are loaded and ordered by creation date descending.

Search

• Search bar (placeholder Search for a client), shown when there is at least one active client.
• Filter (accent-insensitive, case-insensitive, punctuation ignored) on:
  • name;
  • legal name, if set.
• Changing segment clears the search term.

List

At the top of the list (Active segment only, with permission to manage clients): Add a client row (+ icon).

For each client:

Element	Display
Title	Company name
Subtitle	Legal name only if set and different from the name
Note	Address in medium format: line 1 + city (when a “real” address exists)

Click a row → opens the Edit Client dialog.

Empty state (Active)

When there are no active clients:

• title No clients yet;
• text: “Add clients to link them to work documents and billing.”;
• Add a client button (with permission to manage clients).

Archived view

Archived segment. Title: Archived clients, with archive icon and danger (red) color.

Archived clients are loaded and ordered by creation date descending.

• Same search bar and filter logic (name / legal name).
• No Add a client row or button.
• Click a profile → opens Edit Client in read-only mode (archived banner); restore may be available with permission to archive a client (see the dialog help).

Empty state (Archived)

• title No archived clients;
• text: “Clients you archive will appear here.”;
• no add button.

Add a client

From the Active segment:

1. Click Add a client (list header row or empty-state button).
2. The Add a Client dialog opens.

Field details, contacts, address, archiving: Add or edit a client.

Without permission to manage clients, an add attempt (for example from another screen) shows alert Insufficient Role / “You do not have the necessary permissions to add a client.”

Open / edit a client

1. Click a profile (active or archived).
2. The Edit Client dialog opens with existing data.

Without permission to manage clients, alert Insufficient Role / “You do not have the necessary permissions to modify a client.” is shown (in practice the page is only reachable with this permission).

What this page does not do

• Enter or edit client details (rates, contacts, address, code): Add or edit a client dialog.
• Archive or restore from the list: profile dialog actions only.
• Show a “no results” message when search matches nobody: the filtered list can be empty without a dedicated empty card.
• Import clients (onboarding / CSV or Excel import): outside this page.
• Pick a client for another module: client picker used elsewhere in the app, not this list.

Related help

Topic	Help page
Create / edit profile, address, contacts, archive	Add or edit a client

In-app help

On the Clients page, the header help menu opens this topic. Help title: Help - Clients. Creating or editing opens the help for Add or edit a client.

To confirm with product

• When search returns no clients while the segment is not empty, no “no results” message appears (only the Add a client row may remain on Active). Confirm whether a dedicated empty state is needed.
• Legal name appears in the list when it differs from the name, but is not editable in the add/edit dialog. Confirm whether it should be entered elsewhere, via import, or added to the form.
• List order follows descending creation date (not alphabetical by name). Confirm if alphabetical sorting is desired.
• Without permission to manage clients, access denied redirects to the sign-in page. Confirm whether a redirect to a workspace home page would be preferable.
• The in-app FAQ still talks about “sorting clients” and “one or more addresses”: align with the current flow (Active / Archived segments, one address per profile in the form).