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Client Portal Fundamentals
Roles, login, and the first screens every business client portal needs.
What you'll learn
- A portal exists so customers stop asking “where do I stand?” Write the three jobs it must do: status, files, and invoices.
- Separate the paying company from the people who log in.
- The first screen after login should show open items, recent files, and who to email.
- Version files in the portal.
- Email when a file is ready or an invoice is due — not for every internal comment.
- Ship login, dashboard, files, and invoices.
Course content
6 lessons
- 1. What a client portal is for
- 2. Roles and invitations
- 3. The home dashboard
- 4. Documents without the shared drive
- 5. Notifications that earn trust
- 6. A first-release checklist
Description
A client portal is not a public website with a password. It is a private workspace where customers see only their jobs, files, and invoices.
This course walks operations and product owners through roles, invitations, dashboards, and the documents clients actually open.
Each lesson is a briefing you can take to a vendor or an internal team: what to ship first, what to postpone, and how to keep the portal trustworthy.
This course walks operations and product owners through roles, invitations, dashboards, and the documents clients actually open.
Each lesson is a briefing you can take to a vendor or an internal team: what to ship first, what to postpone, and how to keep the portal trustworthy.