> ## Documentation Index > Fetch the complete documentation index at: https://help.ruddr.io/llms.txt > Use this file to discover all available pages before exploring further. # Client List To view all of the clients in your workspace, click on **Portfolio** in the nav bar and then select the **Clients** sub-menu option (Figure 1). This will bring up the client list screen (Figure 2). Depending on the [security role](/workspace-administration/security-roles) assigned to your member profile, you may only see clients where you are on a project team for that client. Figure 1 - Select **Clients** to View the Client List If you have the **Create client** permission, you will see an enabled **New Client** (**+**) button. For more on creating clients in Ruddr, see the [Create a New Client](/clients/create-a-new-client) article. The list of clients can be downloaded by clicking the download button to the left of the **New Client** button at the top-right of the list. Figure 2 - Client List Screen From the client list screen, you have the following filters at the top of the list to help you narrow down the results: * **Search** - You can type in a partial client name to narrow the results. * **Client Archived** - Specify "Yes" to view archived clients or "No" to only view non-archived clients. In the client list illustrated above (Figure 2), the "greyed out" items are archived clients that are displaying based on the search criteria. * **Client Practice** - The practice that is assigned as the owner of the client. Practices are optional in Ruddr. * **Client Relationship** **Owner** - Narrow down the results for a specific Client Relationship Owner. * **Client Tags** - If you leverage client tags in your workspace, search the list of clients by active and/or inactive tags. For more information on client tags, refer to the [Custom Data article](/workspace-administration/custom-data) in the Ruddr Help Center. Additional filters are available by clicking on the filters button at the top-right of the screen. To view the [client dashboard](/clients/client-dashboard) for a particular client, simply click on the row in the list. The client dashboard provides high-level information about the client and its associated projects. At the right end of each client row, you are provided with a menu of actions (Figure 3). These actions are **View**, [**Edit**](#edit-an-opportunity), [**Archive**](#delete-an-opportunity), **View Client Statement**, and [**Delete**](#delete-a-company). Depending on your security role, some of these options may be disabled. Figure 3 - Client Actions from the Client List The **View Client Statement** action item will take you to the Client Statement report in the Ruddr [Report library](/reports/accounting-reports). ### Edit a Client To edit a client, you must have the **Edit client** permission on your security role. Simply click on the **Edit** menu option on the row that you want to edit. This will open up the same client drawer (Figure 4) that is used to create a client. Alternatively, you can click on the edit button (a pencil icon) at the top-right of the client dashboard. Figure 4 - Change Details about the Client in the Edit Client Drawer ### Archive a Client To archive a client, you must have the **Edit client** permission. Simply click on the **Archive** menu option (Figure 3) on the row that you wish to archive. This will bring up a confirmation window (Figure 5). When you archive a client, you will also archive all of the projects within that client. Figure 5 - Confirm your Choice to Archive a Client in the Workspace For more about archiving a client, see the [Archive or Delete a Client](/clients/archive-or-delete-a-client) article. ### Bulk Updates for Clients Workspace Admins have the ability to archive or unarchive clients in bulk. Once you select the clients you want to update, select the **Bulk Actions** button in the bottom right corner of the Clients list screen. (Figure 6) You will have the option of archiving, unarchiving, or deleting multiple clients. Figure 6 - Options for bulk updating clients Once you have made your selection, you will confirm the updates you want to apply and Ruddr will then show a screen confirming the actions have been completed. **NOTE**: Ruddr will only allow clients to be deleted in bulk if those clients do not have associated projects, time entries, expenses, invoices, etc. ### Delete a Client To delete a client, you must have the **Delete client** permission. Simply click on the **Delete** menu option (Figure 3) on the row that you want to delete. This will bring up a confirmation window (Figure 7). If the client has projects, *it is strongly recommended that you archive the client instead of deleting it*. **Once you delete a client, you cannot reverse this action and all associated data (including projects, time entries, expenses, invoices, and payments) will be gone forever!** Figure 7 - Confirm your Decision to Delete a Client For more about deleting a client, see the [Archive or Delete a Client](/clients/archive-or-delete-a-client) article.