Project details
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/projects/:id
How to get there
Section titled “How to get there”Dashboard → Demo — synthetic · Carrier Onboarding Automation
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Edit Project | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Demo — synthetic · Carrier Onboarding Automation theoriginator · synthetic · non-authoritative — demo CRM project. 2 members are saved on this project — this lists what was saved here, not everyone with access to it.
What you see
Section titled “What you see”- Project Basics
- Team & Ownership
- Overview
- Loads
- Timeline & Status
- Budget
- Documents
- Audit
Tab: Overview
Tab: Loads
Tab: Timeline Status
Tab: Budget
Tab: Documents
Tab: Audit
What you can do
Section titled “What you can do”- Edit Project
- More actions
When there is nothing to show
Section titled “When there is nothing to show”- “Load progress 0% No loads linked yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Error state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27