Roles and permissions
Customers, agents, resellers and collaborators with distinct access and content visible only to those who have the right to it.
Development of web portals and reserved areas for companies
Documents, price lists and online services for customers and collaborators, with access and permissions defined for each role.
A secure portal lets customers, sales representatives and partners access technical documents, sales materials and information about their enquiries.
We define user roles and how content is updated, including any connections to your company’s systems.
Organized information and controlled access
Collecting documents and requests in one portal can reduce repetitive submissions and facilitate access to updated versions. Each content is associated with authorized recipients.
We design roles, permissions and paths starting from the company's activities. For portals that collect orders we also evaluate the functions ofB2B e-commerce.
What a reserved area can offer
Document archive
Technical data sheets, certifications, manuals and price lists collected in an archive with defined update procedures.
Requests and practices
Forms for assistance, returns or estimates that arrive structured to those who have to manage them, with the status visible to the user.
Access security
Secure credentials, two-step verification where you need it, access log and GDPR-compliant data management.
What do we define together
- 01Role map
- Who accesses what, what actions are allowed, and who approves recordings.
- 02Request flows
- Path of each request from sending to response, with notifications and responsibilities.
- 03Integrations
- What data comes from internal systems, how often and with what controls.
- 04Management procedures
- Procedures for adding users, updating documents and revoking access independently.
From the process to the operational portal
- AnalysisWe map recurring requests, documents, users and systems involved.
- DesignWe define roles, screens, flows and security requirements.
- Development and testingThe portal is built and tested with real users of every profile.
- LaunchGradual activation of users, internal training and assistance in the first weeks.
Frequently asked questions
Can the reserved area be inside the company website?
Yes, it is the most frequent solution: same domain, same visual identity, access from a dedicated button. For very different needs we evaluate a separate portal.
Who manages users and permissions?
The company, autonomously. We prepare a simple management panel and train the people in charge; However, we can take care of it as part of the assistance.
Can the portal read data from the management system?
Yes, when the management software makes usable APIs or exports available. We define in analysis which data to show and how often to update it.
How is the data protected?
With encrypted connections, passwords managed according to good practices, minimum permissions for each role, backups and regular updates. Privacy requirements are defined with you before development.
You might also be interested
Websites
WordPress sites designed to present the company, facilitate contact and manage content independently.
E-commerce
B2C and B2B online stores with catalogs, payments and integrations defined on your sales process.
SEO consulting
Technical analysis and content to improve visibility in searches relevant to your business.
Support and maintenance
Updates, backups and checks to maintain WordPress and e-commerce sites over time.
AI integration
Automations to process documents, organize information and reduce repetitive tasks, with defined controls.
Let’s discuss your project
Tell us about your business, your goals and the tools you use. We will assess your requirements, define the work involved and prepare a proposal.