Customer Account Area
Let customers sign in to check orders, send documents and see progress on their requests.
The request, supporting context and decision stay together.
Website design review
Your project team has shared the latest design for approval.
- Project
- Brand website
- Milestone
- Design direction
- Shared file
- Homepage design · version 2
- Your next step
- Review and approve
A clearer operating result.
Useful when the operation needs more than another tool.
- Customers email staff just to ask for a job update.
- Files and approvals are scattered across separate threads.
- Each customer needs access to only their own records.
What changes
- Customers see their own job status
- Files and responses attached to the correct record
- Staff receive a clear next action
The practical details.
What’s included, what it connects to and how it works.
How this foundation works.
- Customer signs in
- Open their job and outstanding requests
- Upload a file or submit a response
- Notify the responsible staff member
How far can we take it?
A starting point
A customer login, job list, job detail view and one action such as document upload or approval, with staff access and customer separation.
Additional work to consider
Multiple customer organisations, billing, delegated access and complex document permissions need additional scope.
What can it connect to?
- Customer sign-in
- Job or account records
- Document storage
- Email notifications
We’ll check what your existing tools let us access before including a connection in the plan.
Can customers see internal notes?
Only if explicitly intended. Customer-visible updates and internal notes should have separate access rules, enforced when records are read and changed.
Must we replace the system staff already use?
No. If the existing system exposes suitable data and actions, the portal can provide a customer-facing view over it.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck