Setup, access, permissions and lifecycle

Client Discovery & Project Briefing Portal

Understand the Client Discovery & Project Briefing Portal

Review the complete administrator, client, public intake, template, autosave, upload, signature, notification and export flow.

Understand the installed source version

The module header reports 1.0.0 while the runtime source constant identifies build 1.1.1+saassafe20260630; this Help Centre documents the live 1.1.1 flow.

Check the CRM requirement

Confirm the module targets CRM 2.3.* before activation.

Activate the module

Run install.php through normal module activation and verify tables, options, menus and routes.

Assign all four permissions

Grant View, Create, Edit and Delete only to staff who need the corresponding request actions.

Understand View permission

View controls the dashboard, request details, customer brief lists and downloads.

Understand Create permission

Create controls the administrator Create Client Brief workflow.

Understand Edit permission

Edit controls invitation, reminders, status changes, details email and template administration where checked.

Understand Delete permission

Delete controls permanent request removal through the supplied administrator action.

Open the staff menu

Use the exact Client Discovery Portal parent menu and its three child workspaces.

Understand when clients see Client Briefs

The client menu is shown only to a signed-in client whose customer account has explicitly linked discovery requests.

Understand the customer profile tab

The module adds a customer-profile tab for linked discovery requests.

Deactivate without deleting briefs

Deactivation removes runtime hooks, menus and assets while preserving collected data.

Understand the keep-data uninstall option

The installed keep-data option defaults to 1; setting it to 0 allows most module tables to be dropped during uninstall.

Understand signature-table uninstall behaviour

The supplied uninstall script drops the signature table regardless of the general keep-data option; export required evidence before uninstall.

Understand the seven module tables

Requests, answers, uploads, activity, email logs, signatures and form templates store the live workflow.

Understand installed options

Admin notification email, email from-name, reminder days (default 2) and keep-data-on-uninstall are installed.

Verify the module after deployment

Test administrator create/view, public start, secure brief, autosave, upload, signature, client portal and email delivery.