Client portals where each client sees only their own work
Give each client a sign-in to see their own projects, documents and status. Access rules on the server keep each client to their own records.
Edit the request if you like. Free to start, no credit card.
What this request builds
- Client sign-in with email and password, or an emailed link
- Each client company in its own space, with its own people
- Projects, status updates and documents for each client
- A request form that creates a task for your team
- Your own web address on a paid plan
What happens next
- Appvise builds a first version, with its screens and its own database.
- You try it and ask for changes in chat, in plain words.
- When it works for you, publish it and invite the people who will use it.
Questions
- How does one client stay out of another client’s data?
- Each table has an access rule, such as one company only. The server applies it to every request, so a client’s account only receives that client’s records.
- Can the portal use my company’s web address?
- Yes. On a paid plan you can publish it on your own domain, such as portal.yourcompany.com.
- Can clients pay invoices in the portal?
- Yes. Connect your own payment account and each invoice in the portal gets a pay button.
- Can a client company have more than one person?
- Yes. Configure the company members and their access rules. Check the plan limits for app-user accounts.
- Do clients need to use the Appvise builder?
- They use your published web app with the accounts you configure. Your staff use the builder to create and change the portal.