Organization

Organization not selected Secure workspace
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Access status

Sign in required

Sign in and select an organization before opening protected records.

Client and time-entry access is checked by the protected backend.

Clients module

Client records

Backend connected

Client records are protected. Please sign in and select an organization before opening client records.

Create client

New client record

Client creation is submitted through the portable backend.

Client creation requires a signed-in organization workspace.

Client detail

No client selected

Select a client from the backend-loaded list to open details.

Assignment

Assign client

Assignment changes are submitted through the portable backend.

Open a client before changing assignment.

Staff module

Employee offboarding

Backend connected

Employee offboarding is protected and submitted through the portable backend.

Offboarding

Offboard employee

Assigned client records must be reassigned by the backend during offboarding.

Employee offboarding requires a signed-in organization workspace.

Time Tracking module

Time entry

Backend connected

Time entries are protected and submitted through the portable backend.

Create time entry

New time entry

Submitted entries use the forward-only secure Time Tracking route.

Time entry saving requires a signed-in organization workspace.

Time entry needs attention

Unable to submit time entry