Setup, access, permissions and lifecycle
Activate the source build, assign all capabilities, use the exact staff/client menus and understand deactivation and uninstall data behaviour.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
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.