{% set is_edit = row is defined and row %}

Basic Profile

Client Acceptance / Continuance Controls

Used for AQMM and peer review evidence. High/Critical risk clients cannot be activated until acceptance is approved.

{% set acc_status = form_data.acceptance_status or (row.acceptance_status if is_edit else 'pending_review') %} {{ acc_status.replace('_',' ').title() }}

Formal approval can also be done from the client detail page.

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 %}

Compliance Applicability