Portal Overview
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
Member accounts, plans, revenue, CPD, groups, notifications, invoicing
Event creation, tickets, attendance tracking, reporting
Resource library management and analytics
Help center, ticket management, support metrics
Courses, certifications, CPD points, AI tools
Business directory, company profiles, leads
Sponsor tiers, assignments, support, widgets
Job board management and reporting
Data exports and bulk operations
Embeddable widgets for external websites
Configure Stripe, Xero, Salesforce, HubSpot, WordPress
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.