{# Client master is intentionally free of AQMM controls.
AQMM/quality workflow now starts only at assurance engagement creation.
Hidden compatibility fields prevent older backend handlers from failing
if Phase 2 client acceptance columns still exist in the database. #}
Assignment & Scope
{% if form_mode == 'firm_admin' %}
{% for t in form_options.tenants %}
{{ t.name }}
{% endfor %}
{% elif form_mode == 'system_admin' %}
{% elif form_mode == 'partner' %}
Partner assignment is locked to your own user.
{% elif form_mode == 'consultant' %}
Consultant users cannot assign or reassign partner mappings.
{% elif form_mode == 'self_service' %}
This client is currently unassigned. Initial association to firm, branch, and partner must be done by System Admin.
{% endif %}
Used automatically for assurance engagements only when the audit firm is a partnership firm.
Client Frontend Login
{% if is_edit and row.portal_user_id %}
Linked portal user already exists. Leave password blank to keep the current password, or enter a new password to reset it.
{% elif is_edit %}
This existing client does not yet have a linked login. Enter email and password below to create the client login now.
{% else %}
Creating a client will also create a frontend login using the client email and password below.
{% endif %}
{% if is_edit and row.portal_user_id %}
Portal user id linked: {{ row.portal_user_id }}
{% endif %}
{% if is_edit %}
Compliance Applicability
{% else %}
Services and AQMM requirements are configured at engagement level
Create the client master first. After creation, assign one or more firm-enabled services through an engagement.
The existing Assurance / Non-Assurance classification will continue to activate the applicable acceptance,
independence, conflict, engagement-letter and other AQMM requirements.