고객 포털 프롬프트

Build a client portal for my agency.

Create tables for clients (company, main contact, retainer amount, contract end date), campaigns (linked to a client, channel, monthly budget, status), assets (linked to a campaign, file, version, approval status of Awaiting client / Approved / Changes requested) and monthly reports (linked to a client, month, spend, results summary, published flag).

Each client logs in and sees only their own campaigns, assets and published reports. Hide internal fields — margin, hours logged and internal notes — from the client role entirely. My team gets a staff role that can edit everything and an admin role that can invite clients.

Build a client dashboard with campaigns in flight, assets waiting on their approval and the latest published report. Let the client approve an asset or request changes with a comment. Keep an audit log of every approval and every permission change.

Build a client portal for my accounting firm.

Create tables for clients (business name, entity type, tax ID reference, fiscal year end, assigned accountant), document requests (linked to a client, document name, period, due date, status of Requested / Uploaded / Reviewed / Rejected, uploaded file), filings (linked to a client, filing type, period, due date, status, filed date) and invoices (linked to a client, number, amount, due date, paid status).

Each client signs in and sees only their own document requests, filings and invoices. Clients can upload a requested document and see what is still outstanding, but cannot see another client's records or our internal review notes.

Build a client checklist view showing what we still need from them and by when, a filings status view, and an internal view for my team showing every outstanding request across all clients sorted by due date. Log who uploaded, reviewed or rejected each document and when.

Build a client onboarding portal.

Create tables for clients (company, primary contact, contact email, signed date, assigned onboarding manager), onboarding steps (linked to a client, step name, order, owner of Client or Us, status of Not started / In progress / Blocked / Done, due date, completed date), intake answers (linked to a client, question, answer, answered at) and onboarding documents (linked to a client, document name, file, status).

Each new client logs in and sees a progress tracker of their own onboarding steps only — what is done, what is theirs to complete next, and what we owe them. Let them fill in the intake form, upload documents and mark their own steps complete. They cannot see other clients or our internal owner notes.

Build an internal view showing every client in onboarding, which step they are stuck on and how many days they have been there. Log every status change with who made it and when.

Build a white-label client portal that carries my company's branding, not a vendor's.

Use my logo, my brand colours and my company name across the sign-in screen, the navigation and every email the portal sends.

Create tables for clients (company, primary contact, contact email, plan, account manager), work items (linked to a client, title, stage, owner, due date), shared files (linked to a client, file, uploaded by, shared date) and messages (linked to a client, sender, body, sent at).

Each client logs in to a branded portal and sees only their own work items, files and message thread. My team gets staff and admin roles; admins can invite clients and change branding. Build a client dashboard with work in progress, files shared with them and their message thread, plus an internal view of every client account. Keep an audit log of who changed what and when.