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Purpose

This wiki explains how to use the Client Management System (CMS) as an end user/operator.

Before You Start

• You are logged in and can access at least one workspace.
• You know whether your action should apply to the active workspace or the full tenant.

Steps

1. Start with Getting Started.
2. Use Navigation and Financial Year Filter to understand cross-page filtering.
3. Use Wiki Index for full page navigation by feature area.
4. Open the workflow page for the task you want to complete.

Expected Result

You can complete core operational tasks without development support.

Common Mistakes

• Performing actions in the wrong workspace context.
• Confusing workspace-scoped actions with tenant-wide backup/restore actions.

Related Tasks

• Workspace Management
• Settings
• Danger Zone
• Troubleshooting and FAQ

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Page Index

Core

• Getting Started
• Navigation and Financial Year Filter
• Onboarding and Authentication

Workspaces

• Workspace Management

Entities

• Clients
• Invoices
• Quotes
• Revenue Adjustments
• Service Agreements
• Proposals
• Expenses

Operations

• Emails Workspace
• Tax Workspace
• Settings
• Danger Zone

Support

• Troubleshooting and FAQ
• Operations Runbook

Docs Governance

• Documentation Standards
• Docs Freshness