Status has to be requested.
Customers and partners contact your team for information that may already exist somewhere inside the business.
CUSTOMER & PARTNER PORTALS
One place to work with your business.
We build custom portals that give customers, partners and external teams secure access to the information, documents, requests and workflows they need — connected to the systems behind your business.
01
Secure access
Users, organisations & roles
02
Connected workflows
Requests, documents & actions
03
Live information
Connected to business systems
01
THE FRAGMENTED EXPERIENCE
Your business may be connected internally. The experience outside it often isn’t.
Customers and partners need information, documents, answers and actions from your business. Without a dedicated portal, those interactions often happen across disconnected channels.
The result is more manual work for your team and less visibility for the people waiting on the other side.
WITHOUT A CONNECTED PORTAL
One business relationship. Too many places to manage it.
OUTSIDE THE BUSINESS
CP
Customer / Partner
Needs information or action
01
Email
Questions & attachments
02
Documents
Files & versions
03
Calls
Status & follow-up
04
Manual requests
Actions & approvals
INSIDE THE BUSINESS
ERP
Operational data
CRM
Customer data
FILES
Documents
TEAM
Internal actions
Documents travel back and forth.
Files move through inboxes and individual conversations instead of being available in the context where they belong.
Requests become manual coordination.
External actions arrive through different channels and someone inside the company has to route, track and follow them up.
The external view is always incomplete.
Internal systems may hold the right information, but customers and partners have no controlled way to access the part relevant to them.
THE GAP
The information exists. The connection is missing.
A portal creates that controlled connection — giving external users one place to see information, exchange documents and take part in the workflows that involve them.
02
ONE CONNECTED PORTAL
One place for the relationship. Connected to the business behind it.
A customer or partner portal creates a controlled digital layer between external users and the systems, information and teams inside your organisation.
Instead of exposing internal software, the portal gives each user the right view of the business relationship — and the right actions within it.
CONNECTED PORTAL MODEL
One workspace. Controlled access to what matters.
LIVE BUSINESS CONNECTION
EXTERNAL USERS
CU
Customer
Account access
PA
Partner
Organisation access
EX
External team
Role-based access
PORTAL
Customer & Partner Workspace
CONNECTED
01
Information
Relevant business data
02
Requests
Actions & submissions
03
Documents
Files in context
04
Status
Progress & updates
05
Actions
Approvals & responses
06
Account
Profile & organisation
AUTHENTICATION
ROLES & PERMISSIONS
BUSINESS RULES
YOUR BUSINESS
ERP
Operations
CRM
Relationships
API
Services
DATA
Business records
FILES
Documents
TEAM
Internal work
RELEVANT
Show what the user needs.
The portal presents the information relevant to that customer, partner, organisation or role instead of exposing the complexity of internal systems.
ACTIONABLE
Let them do more than look.
Users can submit requests, exchange documents, respond to tasks or take part in defined workflows without moving the process back to email.
CONNECTED
Keep the portal tied to the business.
Where appropriate, information and actions can connect to the systems already used by your internal teams rather than creating another isolated data source.
THE RESULT
One external experience. Backed by the systems that already run the business.
Customers and partners get a clear place to work with your organisation, while your internal systems remain behind a controlled interface designed for the relationship.
03
CUSTOMER & PARTNER WORKFLOWS
Give external users a way to act. Not another place to wait.
A useful portal does more than display information. It gives customers and partners a structured way to start requests, provide what is needed and follow what happens next.
Each workflow can reflect the actual steps, responsibilities and decisions behind that interaction.
EXAMPLE WORKFLOW
Service request
01
SUBMIT
Request created
The user starts the process with the information required by the business.
02
REVIEW
Information checked
The internal team reviews the request and any supporting information.
03
ACTION
Work in progress
The request moves through the operational steps defined for that workflow.
04
RESPONSE
Outcome returned
The customer or partner receives the result, document or next action.
05
HISTORY
Record retained
The interaction remains available as part of the relationship history.
REQUEST
Technical service request
SUBMITTED BY
Atlas Company
RESPONSIBLE TEAM
Operations
LAST UPDATE
Today · 09:42
WORKFLOWS CAN SUPPORT
Different interactions can follow different rules while remaining part of the same portal experience.
REQUESTS
Structured submissions
Replace unstructured email requests with forms and flows that collect the information needed from the start.
DOCUMENTS
Contextual exchange
Upload, provide and access documents within the customer, partner or workflow context where they belong.
APPROVALS
Defined decisions
Route actions to the right people when a process requires review, confirmation or approval.
STATUS
Visible progress
Give external users a clear view of where their request or process currently stands.
RESPONSES
Actions from both sides
Ask for additional information, receive confirmations or return an action to the external user when needed.
HISTORY
One interaction record
Keep requests, changes and outcomes connected instead of reconstructing the story across separate channels.
THE DIFFERENCE
From message chains to visible processes.
The portal becomes the place where an external interaction starts, progresses and remains visible — while the underlying workflow follows the rules of your business.
04
ROLES & ACCESS
The right access for every user. The right boundaries for every organisation.
External access is rarely one-size-fits-all. Different organisations, teams and users may need different information, actions and levels of responsibility.
A custom portal can reflect that structure — controlling what each user can see, what they can do and which organisation or account they are acting for.
ACCESS MODEL
Organisation, user and permission structure
CONTROLLED ACCESS
ORGANISATIONS
03 ACTIVE
AC
Atlas Company
Partner organisation
12
NS
Northstar Ltd.
Customer organisation
07
VP
Vertex Partners
Partner organisation
05
ACCESS SCOPE
Organisation isolated
Users work within the data and actions available to their organisation.
ATLAS COMPANY
Users & roles
12 USERS
MK
ACCOUNT ADMIN
Maria Keller
m.keller@atlas
DT
OPERATIONS
Daniel Turner
d.turner@atlas
LS
FINANCE
Laura Stein
l.stein@atlas
RJ
VIEWER
Robert James
r.james@atlas
USER
ROLE
ORGANISATION
PERMISSIONS
CONTROLLED EXPERIENCE
ORGANISATIONS
Keep business relationships separated.
Users can operate within their own customer, partner or account context without seeing information that belongs to another organisation.
ROLES
Give different users different responsibilities.
Administrators, operational users, finance teams and viewers can each have access appropriate to the work they need to perform.
PERMISSIONS
Control both visibility and action.
Access rules can determine not only what a user sees, but also what they can create, change, approve, download or manage.
THE PRINCIPLE
One portal. Different experiences by design.
The interface can adapt to the organisation, role and permissions behind the login — giving each external user a focused workspace without exposing the rest of the business.
05
CONNECTED TO THE BUSINESS
The portal does not have to become another silo. It can work with the systems already behind your business.
The information customers and partners need may already exist across internal software, databases, document stores or operational systems.
A custom portal can create a controlled connection to those sources — presenting the right information externally while keeping the underlying business systems where they belong.
CONNECTED BUSINESS LAYER
External experience backed by internal systems
INTEGRATION MODEL
EXTERNAL LAYER
Customer & Partner Portal
LIVE
01
Account
Relevant business information
02
Requests
Actions and workflow status
03
Documents
Files available in context
04
Services
Connected business functions
CONTROLLED CONNECTION
Integration & business logic
API
RULES
SYNC
EVENTS
BUSINESS SYSTEMS
Existing sources and operational tools
Operations
Orders, records & operational data
Relationships
Accounts, contacts & customer data
Databases
Business information & records
Documents
Files, reports & generated documents
External services
Third-party platforms & services
Internal workflows
Teams, actions & business processes
PORTAL EXPERIENCE
READ
WRITE
TRIGGER
SYNC
BUSINESS SYSTEMS
THE CONNECTION DEPENDS ON THE OPERATION
Not every portal needs the same integration model. The architecture can reflect where the data lives and how the business needs information to move.
READ
Show existing information.
Present selected account, order, service or operational information from an existing business source.
WRITE
Send information back.
Allow portal actions to create or update information in the systems used by internal teams.
TRIGGER
Start business processes.
A request or action in the portal can trigger the appropriate workflow, service or internal process.
SYNC
Keep selected data aligned.
Where needed, information can be synchronised between the portal and another business system.
IMPORTANT DISTINCTION
Connected does not mean exposed.
INTERNAL
Business systems
CONTROL
Rules & permissions
EXTERNAL
Relevant portal view
The portal can expose only the information and actions intended for the external relationship. Internal interfaces, records and processes can remain private behind that controlled layer.
THE RESULT
One connected experience. Without rebuilding the business behind it.
The portal can become a focused external interface to the systems and processes your organisation already uses — reducing duplication while giving customers and partners a much clearer way to interact with the business.
06
PORTAL FEATURES
Give users what they need to move forward. Keep everything else out of the way.
The useful features of a customer or partner portal depend on the relationship it supports. A portal does not need every possible function — it needs the right ones.
We can bring information, documents, requests, communication and account actions into one focused workspace built around what external users actually need to do.
PORTAL WORKSPACE
A focused external experience
AC
Atlas Company
Partner account
OVERVIEW
Good morning, Atlas Company.
Here is what needs your attention.
Recent requests
VIEW ALL
#1048
Technical documentation
Updated 24 min ago
IN PROGRESS
#1045
Account update
Updated yesterday
REVIEW
#1039
Service request
Updated 2 days ago
COMPLETE
Activity
LIVE
Document added
Technical specification
09:42
Status changed
Request #1048
08:17
New message
Operations team
Yesterday
WHAT USERS CAN DO
The final feature set follows the business relationship, not a predefined portal template.
INFORMATION
See what matters to their account.
Give users access to relevant account, service, order, project or operational information without exposing internal systems.
REQUESTS
Start and follow structured requests.
Let customers and partners submit actions through defined workflows and see what is happening without asking for updates.
DOCUMENTS
Exchange files in the right context.
Keep documents connected to the account, request or service they belong to instead of scattering them across email conversations.
COMMUNICATION
Keep conversations attached to the work.
Messages, responses and additional information can stay connected to the interaction they relate to.
ACCOUNT ACTIONS
Let users manage what belongs to them.
Depending on the portal, users can update details, manage team members, change preferences or perform other permitted account actions.
STATUS & HISTORY
Make progress visible without asking.
Show current status, previous activity and relevant history so users can understand what has happened and what comes next.
DESIGNED AROUND THE USER
Useful does not mean crowded.
SHOW
What they need to know
ENABLE
What they need to do
HIDE
What belongs inside the business
THE EXPERIENCE
Less searching. Less asking. More getting things done.
A well-designed portal gives customers and partners a clear place to understand their relationship with your business and complete the actions that belong to it.
07
HOW WEBNIME BUILDS YOUR PORTAL
Start with the relationship. Then build the portal around it.
A customer or partner portal should reflect how your organisation actually works with the people outside it.
We first define that relationship — who the users are, what they need, what they are allowed to do and which business systems sit behind the experience.
FROM BUSINESS RELATIONSHIP TO WORKING PORTAL
Build the model before building the interface.
CUSTOM PORTAL MODEL
01
RELATIONSHIP
Understand who the portal is for.
We map the customers, partners or external teams that need to interact with your organisation.
02
ACCESS
Define what each user can see and do.
Roles, organisations and permissions establish the boundaries of the external experience.
03
INTERACTION
Model what needs to happen.
We define the information, requests, documents and actions that belong in the portal.
04
CONNECTION
Connect the business behind it.
Where needed, the portal is connected to the systems, data and workflows already used internally.
05
EXPERIENCE
Turn the model into a focused workspace.
The final interface brings the right information and actions together without exposing unnecessary complexity.
ONE MODEL, FOUR QUESTIONS
Before we decide what the portal looks like, we decide what it needs to understand.
Those decisions form the foundation for the data structure, permissions, workflows, integrations and user experience that follow.
WHO?
Who is using the portal?
Customers, partners, organisations, teams and individual users.
WHAT?
What do they need?
Information, documents, requests, services and account actions.
HOW?
How should interaction work?
Workflows, responsibilities, statuses, approvals and communication.
WHERE?
Where does the information come from?
Existing systems, databases, APIs or portal-specific data.
THE PORTAL TAKES SHAPE
Business rules first. Interface second.
BUSINESS
Relationship model
LOGIC
Access & workflows
CONNECTION
Systems & data
EXPERIENCE
Customer / partner portal
THE APPROACH
Not a portal template. A portal shaped around the relationship.
The result is software designed around the way your organisation and its external users actually need to work together — from access and information to workflows and system connections.
08
CUSTOMER & PARTNER PORTAL FAQ
Before you build a portal, there are a few important questions to answer.
Customer and partner portals can range from a focused self-service workspace to a deeply connected part of the business.
The right scope depends on who will use the portal, what they need to accomplish and how closely the experience should connect to your existing systems.
THE STARTING POINT
The portal should solve a relationship problem.
Start with what customers or partners currently have to ask for, wait for, send manually or find through disconnected channels.
EXTERNAL USER
YOUR BUSINESS
01 What can a customer or partner portal include?
A portal can bring together account information, documents, requests, service or project status, communication, history and permitted account actions. The exact feature set should follow the relationship your organisation has with its external users.
02 Does the portal need to replace our existing systems?
Not necessarily. A portal can act as a controlled external layer while your existing ERP, CRM, databases or other business systems continue to manage the internal processes and data behind it.
03 Can different customers or partners have different access?
Yes. Access can be structured around organisations, users, roles and permissions so that each person sees the information and actions relevant to their relationship with your business.
04 Can the portal connect to our existing data and APIs?
Yes, where the required systems provide a suitable way to connect. The portal can work with APIs, databases and other integration methods so users can interact with information and workflows without direct access to internal software.
05 Can customers submit requests and follow their progress?
Yes. Structured request workflows can replace email chains and manual coordination by giving users a clear way to submit information, provide documents and follow status as the request moves through the business.
06 Do all portal users need the same interface?
No. The experience can change according to user type, organisation, permissions or business context. Different users can work inside the same portal while seeing different information, navigation and available actions.
07 Can a portal start small and expand later?
Yes. A portal can begin with the most valuable interactions and expand as new workflows, integrations and user needs become clear. The underlying structure should be designed with that growth in mind.
08 How do you decide what should be inside the portal?
We start with the external relationship: who the users are, what they repeatedly need from your organisation, which actions belong to them and where the required information currently lives. That model determines the portal scope before the interface is designed.
THE PRINCIPLE
Give external users enough. Keep internal complexity behind the boundary.
The portal should make the relationship easier to navigate without turning customers or partners into users of your internal software.
CUSTOMER & PARTNER PORTALS
Bring the relationship together. We’ll build the portal around it.
Tell us how customers, partners or external teams work with your business today — what they need, where the friction is and which systems already sit behind the relationship.
Discuss your portal
BUILT AROUND YOUR BUSINESS
One portal. The right external experience. Connected to the operation behind it.
01
Customers & partners
The people and organisations you work with
02
Access & workflows
The information and actions they actually need
03
Business systems
The data and processes already behind the relationship
04
One portal experience
A focused place to bring everything together
WEBNIME
YOUR BUSINESS
CUSTOMER / PARTNER PORTAL
EXTERNAL USERS