--- title: Overview of The Clients Dashboard description: Learn how to use the Clients dashboard to view, manage, and access active and archived clients based on your role permissions. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-clients-dashboard#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) # Overview of The Clients Dashboard ## Use the Clients dashboard to view, manage, and access all active and archived clients within your organization. ### Before you begin 1. Your access to the Clients dashboard depends on your **user role** 2. Some actions (e.g. adding or archiving clients) are limited to **Organization Administrators** #### **Overview** The **Clients tab**, located in the left-hand sidebar, provides a dedicated dashboard to manage and view all clients within your organization. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-03-55-48-5932-PM.png?width=376&height=203&name=undefined-Mar-24-2026-03-55-48-5932-PM.png) From this dashboard, you can: - View all **Active clients** *(currently receiving services)* *![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-03-56-50-2501-PM.png?width=300&height=63&name=undefined-Mar-24-2026-03-56-50-2501-PM.png)* - View all **Archived clients** *(no longer active)* *![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-03-57-07-5469-PM.png?width=315&height=47&name=undefined-Mar-24-2026-03-57-07-5469-PM.png)* - Access a **complete list of clients** in the system (*both active and archived clients*) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-03-57-22-7337-PM.png?width=303&height=52&name=undefined-Mar-24-2026-03-57-22-7337-PM.png) - Add new clients *(Organization Administrators only)* *![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-03-57-41-7224-PM.png?width=258&height=91&name=undefined-Mar-24-2026-03-57-41-7224-PM.png)* - Export client data   ### What you can do in the Clients dashboard #### **View clients** - Switch between **Active** and **Archived** client lists - View all clients based on your role permissions #### **Manage clients** - Add new clients *(Organization Administrators only)* - Access and open client profiles - Export client information   ### Client access by role Access to client data is controlled by user roles to ensure **data security and appropriate permissions**.   **1. Organization Administrator:** Full access to client management within their organization. **This role can:** - View all clients - View and edit client profiles - Add new clients - Assign clients - Archive and unarchive clients **Cannot:** - Access clients outside their organization   **2. Team Member:** Access limited to assigned clients. **This role can:** - View assigned clients - View and edit client profiles **Cannot:** - Add or assign clients - Archive or unarchive clients - View all clients unless assigned   **3. Intern / Volunteer:** Limited visibility and interaction. **This role can:** - View assigned clients - View client profiles **Cannot:** - Add clients - Assign clients - Edit client information - Archive or unarchive clients   4\. **Law Enforcement / Advocate:** Restricted, external access for collaboration. **This role can:** - View assigned clients - View client profiles **Cannot:** - Add, assign, or edit clients - Archive or unarchive clients #### **Result** The Clients dashboard provides a centralized view of all clients, enabling teams to manage access, track activity, and maintain organized client records. ### Tips / Best Practices - Use **Active vs Archived filters** to quickly find relevant clients - Ensure clients are correctly assigned to the appropriate team members - Regularly review archived clients to maintain accurate records - Follow role-based permissions to protect client data #### **Related Articles** - [How To Add a New Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-a-new-client?hsLang=en) - [Understanding User Roles and Permissions Table](https://knowledge.cominghome.ai/en/knowledge-base/understanding-user-roles-and-permissions-table?hsLang=en) - [How to navigate the platform](https://knowledge.cominghome.ai/en/knowledge-base/how-to-navigate-the-platform?hsLang=en) --- ### Need more help? If you cannot update a field, [contact the Coming Home Support Team](mailto:customersupport@cominghome.ai) for additional help.   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home