> ## Documentation Index
> Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> Organization staff workspace for managing memberships, events, courses, and all platform features

## Overview

The Client Portal is the primary management interface for association staff to administer all aspects of their membership organization.

## Role & Responsibilities

Client Portal users manage day-to-day operations:

* **Membership Management**: Create, edit, and manage member accounts and plans
* **Event Management**: Create events, manage tickets, track attendance
* **Course Administration**: Build courses, manage enrollments, issue certifications
* **Content Management**: Resources, help center articles, job postings
* **Financial Operations**: Revenue tracking, invoicing, payment configuration
* **Reporting & Analytics**: Generate reports across all modules

## Access Control

| Role                  | Access Level                               |
| --------------------- | ------------------------------------------ |
| ROLE\_CLIENT\_ADMIN   | Full access - all features                 |
| ROLE\_CLIENT\_USER    | Limited access - view and basic operations |
| ROLE\_PLATFORM\_ADMIN | Support access - can assist with issues    |

## Feature Groups

<CardGroup cols={2}>
  <Card title="Memberships" icon="users" href="/client/memberships/membership-management">
    Member accounts, plans, revenue, CPD, groups, notifications, invoicing
  </Card>

  <Card title="Events" icon="calendar" href="/client/events/event-management">
    Event creation, tickets, attendance tracking, reporting
  </Card>

  <Card title="Resources" icon="folder-open" href="/client/resources/resource-management">
    Resource library management and analytics
  </Card>

  <Card title="Support" icon="headset" href="/client/support/help-center-management">
    Help center, ticket management, support metrics
  </Card>

  <Card title="LMS" icon="graduation-cap" href="/client/lms/learning-management">
    Courses, certifications, CPD points, AI tools
  </Card>

  <Card title="Directory" icon="building" href="/client/directory/directory-management">
    Business directory, company profiles, leads
  </Card>

  <Card title="Sponsorships" icon="handshake" href="/client/sponsorships/sponsorship-management">
    Sponsor tiers, assignments, support, widgets
  </Card>

  <Card title="Careers" icon="briefcase" href="/client/careers/job-board-management">
    Job board management and reporting
  </Card>

  <Card title="Data & Exports" icon="download" href="/client/data/data-export">
    Data exports and bulk operations
  </Card>

  <Card title="Widgets" icon="code" href="/client/widgets/embedded-widgets">
    Embeddable widgets for external websites
  </Card>

  <Card title="Integrations" icon="plug" href="/client/integrations/stripe-integration">
    Configure Stripe, Xero, Salesforce, HubSpot, WordPress
  </Card>
</CardGroup>

## Technology

The Client Portal is built with:

* **React + TypeScript** - Modern frontend framework
* **TanStack Table** - Data grid for member lists, reports
* **TanStack Query** - Server state management
* **shadcn/ui + Radix UI** - Accessible component library
* **React Hook Form + Zod** - Form handling and validation

## Acceptance Criteria

### Frontend

* [ ] UI supports the workflows described on this page.

### Backend / API

* [ ] Backend behavior supports these workflows (data fetch, mutations, exports).

### Permissions

* [ ] Access is restricted per the Capabilities matrix (or role rules) for this area.

### Business Rules

* [ ] All business rules described on this page are enforced.

### Error Handling

* [ ] User-visible errors are clear and recoverable where possible.