우리 브랜드 그대로인 화이트라벨 고객 포털

Build a white-label client portal for my agency that carries my brand, not a software vendor's.

Create a shared database with five tables: brand settings (portal name, logo file, accent colour, sign-in headline, reply-to email address), client accounts (company name, primary contact, contact email, account manager on my team, plan, status, plus per-account overrides for portal name and accent colour), deliverables (linked to a client account, title, due date, file attachment, approval status of Draft / Awaiting client / Approved / Changes requested), invoices (linked to a client account, invoice number, amount, due date, paid status) and updates (linked to a client account, author, message, posted at).

Give every client account its own workspace and give each client contact a login into that workspace only. A signed-in client must never see another client account's deliverables, invoices, files or updates, and never internal fields such as account manager notes. On my team, staff can read and edit every account; admins can also invite client contacts and edit branding.

Build a client workspace dashboard showing my logo and portal name, work in progress, files awaiting their approval and their open balance. Let the visible tabs and layout differ per client account. Add an internal view listing every client account with its branding and open items. Keep the client-facing screens and emails free of any vendor branding. Record who changed what and when in an audit log.