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English

Client portals where each client sees only theirs

A signed-in space per customer for their documents, requests, and status, with the boundary enforced on the server rather than by a link you hope nobody forwarded.

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Para
Agency ownerAccountantProfessional services lead
Construído com
End-user authAccess rulesFile uploadsCustom domainRoles
Portais de cliente, ecrã de exemplo

Sharing a folder is not a portal.

Clients email for a status update and somebody answers the same question eleven times a week. Files live in a drive folder that was restricted properly once and never again. Taking on a client means copying a folder structure by hand and hoping the permissions came with it. The moment one client can see rows belonging to another, you have a problem no apology fixes.

Every client gets an account and a boundary.

Clients sign in with email and password, a magic link, or Google. Per-table rules decide which rows load for the account making the request, and the server checks them every time rather than trusting the screen. Add a client and the portal exists for them. You publish it on your own domain, so it reads as part of your business instead of a link to somewhere else.

What gets built

Sign-in for clients, with a magic link where passwords are friction
A dashboard scoped to the account looking at it
Documents uploaded by either side, attached to the client
A request form that creates a row your team can work through
A status on every request, so the update email stops being necessary
Your own domain with HTTPS, so the portal is not a stranger link

Perguntas

Can each client see only their own data?

Yes, and the rule is enforced on the server rather than in the interface. Each table carries a policy such as owner only or by role, and a request for rows outside it comes back empty.

Can my team and my clients use the same app?

Yes, and that is the usual shape. Staff and clients are both accounts with different roles reading the same tables under different rules, which is why the status a client sees is the row your team just updated.

How do clients sign in?

With email and password, or with Google. The account belongs to the client, so what loads is decided by the rules on your tables rather than by who was forwarded a link.

Casos de uso

Construa a ferramenta interna que anda para construir.

Descreva-a em linguagem simples e veja-a ficar ativa, com a sua base de dados, os seus utilizadores e o seu domínio.

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