# Give customers a clear way to work with you.

Customer & partner portals

Bring account information, documents, requests and approvals into one secure self service experience.

## Give customers a clear next step

Illustrative workflow.

- Account: Only the organisations this user may access
- Documents: Current files and requested information
- Requests: Visible status and a record of correspondence



## Self service should reduce uncertainty

Customers and partners need to know what is available, what is waiting and what happens next. Connect the portal to the system of record while keeping organisation boundaries and delegated access explicit.

Illustrative scenario, not a customer case study.

A SaaS platform serves separate organisations worldwide from shared infrastructure.

Carry a validated tenant identity through requests, background jobs, caches and storage. Enforce isolation at data access boundaries instead of relying on UI filtering.

Verification: Test cross-tenant access attempts through every interface, including exports and scheduled jobs.

## Make progress visible without another email

### An inbox becomes the customer interface

Status is hard to find and staff repeatedly resend documents or explain the same next step.

### A shared view of the request

Provide task-specific access, clear status and an auditable record of the information exchanged.

## Self service with clear organisation boundaries.

### Account boundaries

Keep customer records, documents and requests within the correct organisation and user role.

### Self service workflows

Give users a clear route to submit requests, supply documents and follow the next required action.

### Connected records

Integrate the portal with the systems of record and make synchronisation failures visible.

## What needs attention in your system?

Select the areas you want to discuss. The HTML page can download your selections.

- [ ] Account boundaries: Keep customer records, documents and requests within the correct organisation and user role.
- [ ] Self service workflows: Give users a clear route to submit requests, supply documents and follow the next required action.
- [ ] Connected records: Integrate the portal with the systems of record and make synchronisation failures visible.

## Can a customer manage their own team’s access?

Yes, with scoped administration. Model which organisation and roles they may manage, and verify those boundaries on every server request.