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Custom Development

Self-service without exposing everyone’s data

We build customer and partner portals for companies whose customers or partners track their requests, documents and account status through scattered email threads. Each user sees only what their organisation’s and account’s permissions allow, with a reviewable audit history.

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Customer and partner portal development

Decision brief for Customer and partner portal development

A portal suits recurring private requests, documents or account information currently scattered across email. Do not require login for safe public content or replace a simple form with an unnecessary portal.

Define the organisation account, members, roles, invitations and revocation before requests and documents. CRM or ERP integration requires explicit data ownership. Payments, e-signatures and SSO are separate scope unless agreed. Access policy, customer representatives and a sensitive-data review are required before import.

How we deliver

  1. Access matrix

    Specify who can do what to which organisation’s data.

  2. Contracts and integration

    Document fields, notifications and responsibility boundaries.

  3. User testing

    Test the request journey on mobile and with a keyboard.

  4. Isolation checks

    Test direct links, expired invitations and revoked membership.

Honest scope and cost

Estimates depend on permissions, document types, integrations and retention requirements. Identity-provider, storage and signing fees are separate from development. Isolation tests precede the final estimate.

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Related proof for this service

How we verify delivery

  • Unauthorised users are denied even with a direct URL.
  • Departing staff lose access and old invitations stop working.
  • Email and analytics do not contain private document contents.
  • Requests work with keyboard navigation in Arabic and English.

How we would deliver this scope

A customer could request a contract copy and track its progress while their organisation administrator sees only authorised requests. Departing staff lose access without deleting their work history. Copied links cannot expose another organisation’s documents. This is a proposed acceptance scenario.

Frequently asked questions

Use individual accounts linked to the organisation so actions are attributable and one person’s access can be revoked.

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Tell us what you want to build or improve. We’ll review your needs and discuss the next step.

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