Externals should only see and do what they may; your team still needs the full ops view. We build customer and partner portals as lean web apps: login, roles, files, status, next steps — planable for mid-market and B2B teams.
Once customers or partners collaborate, versions multiply, approvals blur, and support calls pile up. A portal only works if roles and status are designed first — not bolted on later.
B2B services, trades with project status, partner networks: recurring uploads, approvals, and follow-ups with the same pattern.
Fewer features, more clarity. Typical MVP building blocks:
Customer, partner, internal — separate views, no accidental admin rights.
Every case has a state: new, in review, approved, done.
Uploads attach to the case — not scattered mailboxes.
Team dashboard alongside the customer view — no double entry.
Request, scope, milestones, and acceptance run in the customer dashboard — same model as all SHELL-AFFECT web apps.
Auth, views, cases, and UI for the agreed path.
Transparent milestones and acceptance.
CASP/review when identities and sensitive files matter.
No multi-vendor marketplace or unscoped feature pile.
Who may see and trigger what — written in the briefing.
One core path live; nice-to-haves as phase 2.
Reviews with real test users, not only mockups.
Checklist, access, docs — your team runs it.
Portals touch identities and often confidential files. We build with clear roles; reviews stay separate scopes — honest and optional.
Same logic (roles + cases). Often we start with the external path; internal admin view ships in the same MVP or phase 2.
Depends on scope — typically custom entry pricing. Orientation under Pricing; concrete band after dashboard briefing.
Yes via web design — separate from the portal build so marketing and login surfaces stay clean.
Portals, dashboards, and workflows overview.
Critical internal workflows and custom software.
Custom development with scope and acceptance.
When money, identity, or production data is in play.
Entry points and transparent B2B pricing logic.
Structured dashboard request: actors, rights, files, MVP cut.