Web portal creation
Web portal creation starts with one question: who is logging in? AgentUI builds the portal around that answer — logins and roles for your suppliers, partners, franchisees, contractors, applicants or your own staff, sitting on the data you already keep. The AI builds it. A real person stays on your account until it is live.
One portal. Every audience sees only their own records.
Rows shown are scoped to the selected role.
What a web portal is actually made of
Every portal, whatever it is for, is four things: accounts for the people outside your team, roles that decide what each of them can see, the data underneath, and the view each audience opens. Get those four right and the portal works. Get them wrong and you are back to emailing spreadsheets.
Accounts and logins
Each supplier, partner or contractor gets their own login instead of a shared link that quietly gets forwarded.
Roles and permissions
Role-based access decides, per audience, which records and which fields are visible — and which are editable.
The shared database
One source of truth behind the portal — not a folder per account and a spreadsheet on somebody's laptop.
A view per audience
The same records, presented differently: a supplier sees their open orders, an internal manager sees all of them.
Who your portal is for: suppliers, partners, franchisees, staff
Portal creation is usually described as if every portal were a client portal. Most are not. The audience decides the structure: a supplier portal needs purchase orders and delivery confirmations, a franchisee portal needs per-location numbers, an applicant portal needs a status the applicant can check without emailing you.
If the people logging in genuinely are your clients, start instead with our guide to Create your own client portal, and if you are still comparing tools, see how the Best client portal software, compared stack up.
Connect the portal to the systems you already run on
A portal that needs data re-typed into it is a second system to maintain. AgentUI connects to your SQL database, your CRM and your spreadsheets, so the portal reads what is already true and writes back where it should.
Your database, live
Point the portal at your existing SQL data instead of exporting it and uploading it somewhere else.
No copy-paste between systems
Records update in one place. Nothing is transcribed by hand from a system into a sheet and back again.
Auditable on both sides of the login
Audit logs record who changed what and when, whether the change came from your team or from a portal user.
The shared folder every portal is created to replace
Before the portal there is a shared drive, a spreadsheet and a long email thread. A link gets forwarded, a folder inherits the wrong permission, and nobody can say for certain who saw what.
Then somebody outside the company opens a number meant for someone else, and access control stops being a nice-to-have.
A portal is not a nicer-looking website. It is the point where access becomes something you can prove.
What web portal creation costs and how long it takes
Agency portal projects are quoted in months and five figures because the scoping alone takes weeks. Here you describe the portal, see a working version, and change it the same day.
Transparent pricing
Free at $0/mo for 1 member and 3 projects, Solo at $25/mo, Builder at $49.99/mo for 2 members, Team from $99.99/mo for 10. Enterprise is a conversation.
Days, not discovery phases
The first working version comes out of a conversation. You click through a real portal, not a wireframe deck.
No developer on retainer
Adding a field or tightening a permission is a sentence, not a change request with a quote attached.
Who maintains the portal after it launches
This is the question that decides whether the portal is still in use next year. Because every change is made by describing it in plain language, the portal never becomes the one thing only a single person understands. Onboarding is white-glove: a real person builds the first version with you, shows your team how to change it, and stays reachable for the next thing.
- Anyone on the team can add a field or a role.
- Every change is recorded with the person and the timestamp.
- A real person stays on your account after go-live.
Tell us who logs in. We'll build the portal.
Book a call and we'll map the audiences, the roles and the data your portal needs — then build the first working version with you.