Customer & Partner Portals
Secure Self-Service Access for Customers, Vendors, and Partners
We create secure portals for customers, vendors, dealers, and partners — combining document access, requests, approvals, communication, and role-based permissions into one experience.
Every support ticket beginning with \u2018can you send me\u2019 is a portal feature waiting to be developed.
— JBAS Engineering Team, JB Arrowstar Solutions
Login Once. All Answers at One Place. No More Back-and-Forth.
The majority of inquiries from clients and vendors are not difficult to answer but only require access. JBAS creates secure, self-service portals in which clients, dealers, and partners can retrieve documents, make requests, follow up on approval processes, and interact, all without having to wait for an e-mail response. Your team wastes less time sending out documents and more time doing their job.
What We Build
Customer Portals
A one-stop login where customers check order status, access documents, and see support logs without dialling in.
Vendor and Dealer Portals
A portal just for your partners to manage their orders, prices, and communications with your business.
Document Management
Secure access to contracts, invoices, and reports that update whenever they get changed.
Requests & Approvals
Requests routed straight to the right people for approvals, using simple forms.
Role-Based Access Control
All users see only those features which their roles allow them to see.
Core Capabilities
Self-Service Flows
Users and partners perform routine actions independently at any time of day.
Secure Access
Authentication and permission settings incorporated from the very first line of code.
Document Management
Every document is classified, version controlled, and distributed to its proper audience.
Approvals
Every request goes through an established approval workflow without a single follow-up.
Permission Settings Based on User Type
Permission levels set appropriately for every user type are meant to see.
The Process of a Request in the Portal
This is how the process unfolds when an external user gains access and makes a request in the portal.
How a request flows through the portal, from access to approval.
Services Under This Offering
Portal Strategy & UX Design
We map all tasks that your customers/partners have currently done via email and design the portal accordingly.
Custom Portal Design
The portal is designed from scratch using the workflow process that you follow, not any plugin.
Single Sign-On & Identity Services
Log in with the credentials that you already use to save you from remembering yet another password.
Document/File Management
Versioning and permissions-controlled storage of contracts, invoices, or other documents/files.
Workflow Automation
Automatic routing of requests to the right person with tracking available at every point.
API & CRM Integration
Your portal is synced with your CRM/ERP/support tools on a continuous basis.
Ongoing Support & Maintenance
Post deployment, continuous monitoring, security, and feature additions to your portal go live.
Technologies That We Are Familiar With
Backend and Application Layers
Java, Node.js, Python, and .NET depending on the scale and your current infrastructure.
Authentication and Security
We incorporated OAuth 2.0, SSO, and role-based access control right at the start.
Database and Storage
PostgreSQL, MySQL, and MongoDB for storing user data, documents, and log files.
Cloud and Infrastructure
AWS, Azure, and GCP, with deployment using Docker and Kubernetes to guarantee high uptime.
Integration Layer
REST and GraphQL APIs, as well as integration via webhooks for CRM and ERP systems.
Frontend
React and Angular for fast dashboard building across devices.
Frequently Asked Questions
Ready to implement customer & partner portals?
Tell us a bit about what you need — our engineering team will get back to you to scope the project and next steps.