Client / Staff Portal

A login area where customers or staff can see records, status or files you choose to show.

Overview

This service adds a signed-in area rather than a public marketing site. Roles, screens and what data is stored are written down first. It is not a full HR, ERP or banking system.

A role-based portal on the web: people sign in and see only what their role is allowed to see. Typical uses are job status, invoices, bookings or internal records.

What the service includes

  • Agreement on roles (for example customer, staff, admin) and what each can do
  • Sign-in and a dashboard or list view for each agreed role
  • The record types named in the brief
  • Handover on hosting you control, as scoped

Typical engagement process

  1. List the roles and the information each role must see
  2. Accept the written quote and pay the Razorpay advance
  3. Review screens against the brief
  4. Pay the balance and receive access details or files

Expected deliverables

  • The agreed portal
  • Owner/admin login as scoped

What is not included

  • SSO with every third-party identity provider unless named in the quote
  • Payroll, statutory filings or regulated financial ledgers
  • Unlimited user licences as a hosted product sold by us

The fee for a specific brief is confirmed in writing. Starting prices on this website are indicative. User numbers, revenue and third-party account approvals are not guaranteed. Work starts after the agreed Razorpay advance is received.