CRESTMONTWEBSITE DEVELOPMENT
Applications & systems

Customer & administrative portals

Secure sign-in areas where customers or staff can view records, files, requests and status.

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Illustrative demonstrationEveryone sees exactly what they should
  • Your invoicesVisible
  • Shared project filesVisible
  • Support ticket #214Visible
  • Internal notesNo access
  • Other customers' recordsNo access
  • Team & permission settingsNo access
  • Security audit logNo access
  1. Signed in · customer view
  1. Customer. Customers see their own invoices, files and requests — never another customer's records.
  2. Staff. Staff work across customers but cannot change team settings.
  3. Administrator. Administrators manage team permissions, and sensitive actions are recorded in an audit log.

Switch roles to compare. Permissions are enforced on the server, not just hidden on screen. Sample records.

Portals give your customers or team a private, authenticated place to work. We design role-based access so each person sees only what they should, and we log sensitive actions.

How it is priced

Quoted separately as custom development after a scope and feasibility review.

Custom projects are billed 50% as a deposit, 25% after the approved design milestone and 25% before production launch.

What is included

  • Secure password sign-in
  • Role-based permissions
  • Document and file sharing
  • Request or ticket submission
  • Activity history

Good to know

  • Portal scope is quoted as custom development
  • Integration with existing systems depends on their available APIs

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