Client portals that give partners controlled access to information
We build login areas where clients, dealers or partners can find documents, check status and send requests. Access is set by role, and every action is logged.
What is included
- Authentication
- Login with strong passwords, two-factor authentication and single sign-on where you need it.
- Roles and permissions
- Each user sees only the companies, documents and functions assigned to them.
- Document exchange
- Upload, versioning and download of files, with an audit trail of who opened what.
- Requests and status
- Forms, tickets or orders that clients submit and follow through to completion.
- Notifications
- Email alerts for new documents, status changes and pending approvals.
- Integrations
- Connections to your CRM, ERP or billing system so data is entered once.
How it works
Discovery. We map user groups, data sources and the workflows the portal must cover.
What you receiveA requirements document and access matrix.
Prototype. We build clickable screens for the tasks users do most often.
What you receiveA prototype to test with a few real users.
Staged build. We deliver the portal in releases, starting with login, roles and the most used function.
What you receiveWorking releases on a staging environment.
Rollout. We migrate accounts, train administrators and go live.
What you receiveA live portal, admin guide and support plan.
Right for you if
Your team answers the same status questions by email every day.
You exchange sensitive documents with clients outside a controlled system.
An off-the-shelf portal cannot match your access rules.
Questions
Can the portal use our existing customer data?
Yes. We connect to your CRM or ERP through its API or a scheduled sync.
How is access controlled?
Permissions are checked on the server for every request. Each login and file access is written to an audit log.
Where is the data stored?
On servers we operate in the EU. We document the setup for your GDPR records.
Can we add functions later?
Yes. The portal is built in modules so new features can be added without a rebuild.