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Access Control for Client Portals
Roles, permissions, and reviews that keep the wrong people out of the wrong jobs.
What you'll learn
- Write who may see invoices, files, and other users before you sketch screens.
- The paying company is not the login.
- An invitation must land in the right client workspace.
- Export who can log in.
- Postpone bulk export, impersonation, and “view all clients.
Course content
5 lessons
- 1. Draw the permission map first
- 2. Company versus person
- 3. Invites that stay inside the workspace
- 4. A quarterly access review
- 5. What not to grant on day one
Description
A portal without a permission map is a shared folder with a nicer login.
This course walks product and operations owners through roles, invitations, and a review cadence that still works when a client has three companies.
You will leave with a matrix you can hand to a vendor: who sees invoices, who uploads files, and who may invite the next colleague.
This course walks product and operations owners through roles, invitations, and a review cadence that still works when a client has three companies.
You will leave with a matrix you can hand to a vendor: who sees invoices, who uploads files, and who may invite the next colleague.