Customer Portal
Give customers a clearer place to find approved assets, track requests or complete agreed service tasks.
Build my project scope
Know what your project includes.
Account-specific content and service workflows.
Permissions and support handover.
What to bring
to your first brief.
Share what you already have. We identify the gaps and agree what needs to be created before production begins.
- Customer roles and the information each role can access
- Request, document and service-status requirements
- Integration points and an authentication approach
The details
worth checking.
Review checkpoints are part of the agreed scope. Final files, source-file access and ongoing support are confirmed in the proposal.
Test customer isolation and sensitive-data permissions.
Review status updates, downloads and account-support processes.
Explore appsPlan the work with clarity.
How is Customer Portal scoped?
Customer roles, records, requests and status visibility are agreed before quoting. An authenticated customer workflow, distinct from a public enquiry form or content library.
What should we check before accepting Customer Portal?
Tenant isolation, access revocation, document permissions and acceptance cases. Your nominated approver reviews the actual deliverables against the agreed brief.
What if our customer portal brief changes?
Changes to customer roles, records, requests and status visibility are reviewed before additional production. Scope, cost and schedule changes need authorization; an approved design is not silently overwritten.
Connect the next piece.
Bring your goal.
We’ll help define the work.
A written proposal confirms deliverables, reviews, schedule, rights and any third-party costs.
A defined purchase.
A usable handover.
Unit of work
Customer roles, records, requests and status visibility
An authenticated customer workflow, distinct from a public enquiry form or content library.
Acceptance
Tenant isolation, access revocation, document permissions and acceptance cases.
Specific volume, review rounds, schedule, final/source files and any third-party charges appear in the proposal. No unlimited delivery or guaranteed commercial result is implied.