Key takeaways
- A client portal makes key info visible: briefs, status, versions, and deliverables.
- Define roles and permissions before designing screens.
- Avoid turning a public shared folder into a makeshift portal without verifying permissions.
A client portal makes key info visible: briefs, status, versions, and deliverables. It should clarify the workflow without exposing contact details or files from other clients.
The Right Approach
Define roles and permissions before designing screens. List production stages and authorized actions. Plan for versioning, notifications, and archiving. Test access with separate accounts. A simple initial scope can be enough before adding advanced automations.
Implementation Example
Hypothetical example to adapt, without claimed client results: A brand reviews its approved brief and a draft to comment on. The creator only accesses the information required for their assignment. Final approval leaves a clear audit trail distinct from an informal comment.
Mistake to Avoid
Avoid setting up a public shared folder and calling it a secure client portal without verifying user permissions.
Scoping a Project with LIME Dev
LIME Dev builds websites, landing pages, web applications, and custom integrations. An actionable request outlines the users, primary action, existing tools, and constraints. Scope, budget, and timeline are confirmed before turning the request into development.
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