Implementation
Integrate accounts and permissions
Add sign-in and defined access for up to three roles to an existing application, including account recovery and permission checks.
Implementation / Backend development & data architecture
VAT-exempt under section 19 of the German VAT Act
Build a client portal
Give customers protected access to their own cases and approved documents through a defined portal with clear roles.
US$7,849.00
Total price · one-offVAT-exempt under section 19 of the German VAT Act
- Develop a portal with up to five views for customers and internal handling
- Integrate sign-in through an agreed established method
- Display own cases, statuses and approved document links
Your enquiry is non-binding. An order is created only when you accept our quotation .
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Service scope
Your result
- A limited customer portal with frontend and required backend logic
- Source code, role description and documented handover and operational needs
Included
- Develop a portal with up to five views for customers and internal handling
- Integrate sign-in through an agreed established method
- Display own cases, statuses and approved document links
- Connect one existing data area or create a model with up to three entities
- Access and flow tests, test deployment and one correction round
Excluded
- Complete CRM, inventory management, payment processing and chat
- Open uploads, complex tenant management and enterprise SSO
- Large legacy-data transfers and ongoing operation
Which projects does this service suit?
Suitable if …
- Customers regularly ask about their own case status
- A defined portion of existing information should be securely accessible
Not suitable if …
- A complete customer-management system should be replaced
- Sources, roles and visible statuses remain unresolved
Possible overlaps with: Integrate accounts and permissions, Build an API, Build a web application interface. If you enquire about these services for the same project, we check for duplicated work before commissioning. Your selection also shows a notice.
What this covers
How can customers view their case without asking every time?
After signing in, customers see their case statuses and approved documents. We develop the interface, access and required backend logic as one connected flow.
Before starting, we clarify who maintains statuses and documents and where details come from. Customers may see only their own approved data. We implement agreed maintenance functions for internal staff.
A portal needs clear information ownership
Visible status must make sense to customers. An internal label such as ‘Phase 4’ rarely helps. We define displayed steps and information remaining internal. Existing systems connect only through the agreed data path.
Access protection is checked server-side. Guessing a case number must not open someone else's record. Tests therefore use different customers and roles. Uploads and extensive document management are excluded from the base package; approved document links with appropriate access are included.
Does this sound familiar?
Status questions repeat
Customers need the same information repeatedly. A portal can expose a defined section if statuses and ownership are maintained reliably.
Information is already structured
An existing system may provide the foundation. We check access and limit fields actually displayed in the portal.
A small protected area is enough
You first need a manageable starting point. The package focuses on own cases and document links rather than rebuilding a complete CRM.
How we approach it.
Define portal flow and roles
We define up to five views, visible information and two roles. Source and maintenance ownership are clarified before implementation.
Develop interface and backend together
Sign-in, access and status display are implemented as one flow. Customer views and internal maintenance receive clearly separated permissions.
Check access and handover
Tests examine own and foreign cases and agreed flows. Test deployment and documentation identify required accounts and operational tasks.
After handover
The project package includes frontend and backend components required for this scope. Account or API work for the same portal area should not be requested twice.
A portal displays the maintained process state. It does not automatically manage projects or replace responsibility for timely updates.
Describe the intended function and an example of a successful process. Name existing systems and the roles involved without sharing real customer data or credentials.
After your enquiry, we clarify which data the function processes, which rules it must follow and which systems it must contact. Required documents and test access are agreed separately.
Terms used in this service
What does that mean?
- Client portal
- A protected area for selected customer information and actions. Its scope follows specifically agreed cases and roles.
- Record ownership
- Unambiguous assignment of information to an authorised user or customer. It must be checked server-side on every protected access.
- Status maintenance
- Responsible updating of a case's state. A portal can display status but cannot replace missing business updates automatically.
Before your enquiry
Questions about the offer.
What is included, what do you need and what happens after your enquiry?
The process in detail →Are sign-in and backend included?
Yes, where needed for the described portal. Additional independent account or API packages are normally unnecessary for the same part.
Can customers upload files?
Open uploads are outside the base package. Types, access, sizes, checks and retention would need separate functional scope.
Can an existing CRM be connected?
A suitable existing data area may be used. The actual API and limits are checked first; complex multi-system integration adds scope.
Is order history included?
Only if orders are the agreed case type and a reliable source exists. Enquiries are not automatically shown as orders or paid commissions.
Is ongoing operation included in the price?
No. Hosting, provider fees and later support remain separate. Handover describes configuration and ownership required for operation.
When does work begin?
We confirm the start and delivery deadline in writing after reviewing your documents. The agreed scope and complete source data determine the schedule.
Which access is needed?
Defined cases, statuses and data ownership Approved content, role rules and suitable hosting or provider accounts Credentials must not be included in the enquiry. Details are agreed only after written commissioning.
What happens after handover?
One written follow-up round is included. The service scope lists the analyses, designs or technical changes covered by the package. We agree additional work with you before it begins.
Read more on this topic
Planning a customer portal: who may see which process?
From repair status to document links: define which data customers may see, who maintains it and how to test access boundaries.
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