Clients
Clients group project work into portfolios. A good client record gives Supervisible context for search, project planning, Slack previews, and account ownership.
Client List
Use the Clients list to:
- Search clients by company name.
- Filter by status, category, country, and account manager.
- Review project count and project metrics.
- Add clients manually or by CSV import.
- Open the client inspector for quick edits.
- Open the client detail page for the project portfolio.
- Hover or focus client and account-manager cells to preview website, country, ownership, categories, active project count, and member context without leaving the list.
Client Status
Client status is derived from project state:
| Status | Meaning |
|---|---|
| Lead | All projects are drafts or the relationship is still prospective. |
| Active | At least one project is planned or active. |
| Inactive | Projects are completed or cancelled, or there is no current work. |
Client Fields
Used for duplicate checks, automatic logo rendering, and background enrichment such as country and company context.
Fetched automatically from the website; upload a custom logo to override. Displayed in lists, project rows, and previews.
Logos
Client logos are fetched automatically from each client's website domain — add a website and the right logo appears across lists, project rows, and previews. Upload a custom logo from the client modal to override it. If a website has no recognizable logo, Supervisible falls back to initials.
Logos provided by Logo.devCreating Clients
You can add a client from:
- The Clients page.
- The command menu quick action.
- A project creation flow.
- CSV import for bulk setup.
When importing, use clean company names and account-manager emails that match workspace members. After import, spot-check priority, country, and categories before using the data for filtering or reporting.
When creating or editing one client, enter the client name yourself. The website field checks for duplicate clients as you type, then runs background enrichment after save.
Client Detail
The client detail page combines the client header with a project list scoped to that client. It shows active and completed project history without making you rebuild the portfolio in a spreadsheet.
Use this page when you need to answer:
- What work is active for this client?
- Who manages the relationship?
- Which projects are complete, cancelled, draft, planned, or active?
- Which project needs a staffing or health update?
Permissions
Client creation and editing require the right role. Account managers can edit clients when Supervisible allows it for their account context.