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BusinessWeb Secure Workspace

Client Portal

A professional place for every client relationship.

Give clients protected access to their projects, documents, approvals, messages, invoices and support—without relying on scattered email threads.

Explore the portal Plan your portal
Private Client-specific access Clear One organised workspace Connected CRM and project data
ProjectsDocumentsApprovalsMessagesInvoicesSupport

A better client experience

Keep the customer informed without creating more administration.

The Client Portal gives each approved customer a focused view of the information relevant to them. Business staff continue working in Mission Control X and the CRM while approved updates become visible in the portal.

  • Show project stages, progress and upcoming actions.
  • Share approved documents securely.
  • Collect decisions and approvals in a traceable way.
  • Keep messages connected to the project or order.
  • Provide invoices, payment status and support requests.

Interactive portal preview

Select a client workspace

Explore the information and actions that can be made available to an authenticated client.

CLIENT WORKSPACE

Portal Overview

Secure session

A clear summary of project activity, documents, approvals and account actions.

Recent activity

Current

    Project progress

    72%
    DiscoveryDesignDevelopmentTestingLaunch

    The preview uses demonstration information only. Live portal access requires authenticated accounts, encrypted sessions and secured data storage.

    Portal capability

    A complete secure workspace for customers and clients

    01

    Client dashboard

    Project status, recent updates, upcoming actions and important account information.

    02

    Project workspace

    Stages, milestones, progress, decisions, notes and approved project details.

    03

    Document centre

    Proposals, specifications, reports, images, certificates and downloadable files.

    04

    Approvals

    Record clear approval, rejection or requested changes with date and user history.

    05

    Secure messages

    Keep project and order communication inside the relevant customer workspace.

    06

    Quotes & invoices

    View commercial documents, payment status and approved order information.

    07

    Support requests

    Submit questions, issues and service requests with priority and progress status.

    08

    Notifications

    Alert clients when documents, messages, approvals or payment actions are ready.

    09

    Profile management

    Maintain contact details, addresses, preferences and authorised representatives.

    10

    Account security

    Password protection, reset workflows, session controls and optional MFA pathways.

    11

    Activity history

    See approved uploads, downloads, decisions, messages and account events.

    12

    Platform integration

    Connect CRM customers, Mission Control X projects, invoices and CMS content.

    Connected approval workflow

    Keep important decisions visible and traceable

    1PrepareThe business prepares an approved document or milestone.
    →
    2ShareThe item appears in the correct client workspace.
    →
    3NotifyThe client receives a clear action request.
    →
    4ApproveThe customer approves or requests a change.
    →
    5RecordThe decision returns to Mission Control X and CRM.

    BusinessWeb Shield safeguards

    Private information stays behind deliberate controls.

    Authenticated accessOnly approved account holders can enter a protected workspace.
    Client separationEach client sees only the projects and records assigned to them.
    Secure sessionsAccount sessions expire and can be revoked when necessary.
    Controlled downloadsPrivate documents use authorised links and access checks.
    Approval historyImportant decisions record the account, date and response.
    Backup & recoveryPortal records and uploaded files follow the platform recovery plan.
    BusinessWeb Client Portal security shield Secure Client Access Authenticate • Separate • Record • Recover

    Connected BusinessWeb platform

    The portal shares approved information—not the entire business system.

    CRM

    Customer identity

    The portal account connects to the approved customer and organisation record.

    Mission Control X

    Project activity

    Approved milestones, tasks, orders and updates become available to the client.

    CMS

    Managed resources

    Help pages, guides and portal content remain controlled through the CMS.

    Invoices

    Commercial clarity

    Quotes, invoices and payment status can be shared without exposing internal records.

    Support

    Structured requests

    Client questions become tracked support tasks instead of disconnected messages.

    Analytics

    Service insight

    Portal usage and support activity help improve the customer experience.

    Portal implementation pathway

    Introduce secure client access in controlled stages

    Stage 1

    Secure foundation

    Authentication, account roles, client separation and session controls.

    Stage 2

    Projects & documents

    Client dashboard, project records, files and approved downloads.

    Stage 3

    Approvals & messages

    Decisions, change requests, communication and notifications.

    Stage 4

    Invoices & support

    Commercial documents, payment status and structured support requests.

    Stage 5

    Platform integration

    CRM, Mission Control X, CMS, reporting, testing and recovery.

    Client Portal planning

    Ready to give customers a professional secure workspace?

    Plan the projects, files, approvals, invoices and support functions clients genuinely need—then protect them properly.

    Start the Client Portal planner Ask a question [email protected]