01
Role-based
users see only what their role requires
Technology · Client Portals & Dashboards
Give clients and teams one clear place to see what matters.
We identify user roles, required records and approved actions before scoping a portal.
Specialist reviewConfidentialNo obligation
RolesWhat each user can see and do
DataReliable records and integrations
ActionsApproved workflows and status updates
Complimentary assessment
Get a complimentary Client Portals & Dashboards assessment.
Tell us your goal and where things stand. A Stonebridge consultant will review your starting point and recommend the next step, at no charge.
Service delivery
What should each user be allowed to do?
We identify user roles, required records and approved actions before scoping a portal.
Review
What should each user be allowed to do?
A client may need access to their own project but not other clients’ files. Those boundaries must be explicit before interface design begins.
DataReliable records and integrations
ActionsApproved workflows and status updates
AccessPermissions, testing and handover
Stonebridge delivery path
Client operations
What should each user be able to see and act on?
Client Portals & DashboardsScope stays evidence-led
01
Define users and accessDefine the dashboard users, access needs, and reporting categories
02
Map milestones and approvalsMap milestones, documents, approvals, and campaign proof
03
Build the portal structureBuild the portal or dashboard structure
04
Connect information and testConnect files, forms, reporting fields, and status areas
The sequence is illustrative of the review framework. The written engagement confirms the actual scope.
Where the work needs clarity
What should each user be allowed to do?
We identify user roles, required records and approved actions before scoping a portal.
02
Connected data
systems synchronize where reliable APIs exist
03
Client-owned
approved final work and client data per agreement
Client Portals & Dashboards review
What should each user be able to see and act on?
A client portal needs defined users, access and information owners. Stonebridge maps milestones, documents, approvals and reporting before building the dashboard around the client’s workflow.
Request the assessment →01
Who needs access to which information?
Separate user roles and reporting needs before choosing the dashboard structure.
02
What moves a project forward?
Map the documents, milestone changes and approvals that need a clear place in the portal.
03
Who keeps the record current?
Confirm how files, reporting fields and status information will be maintained after launch.
Available deliverables
Client Portals & Dashboards: the work to scope.
The full engagement is scoped after the initial review; these items are not all included in the free audit. Read the full service scope.
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Client portal
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Campaign dashboard
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Milestone tracker
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Document area
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Approval flow
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Report archive
Client Portals & Dashboards workflow
From user roles to a tested client workflow.
Define the dashboard users, access needs, and reporting categories. The next stages follow the agreed service scope.
01
Define users and access
Define the dashboard users, access needs, and reporting categories
02
Map milestones and approvals
Map milestones, documents, approvals, and campaign proof
03
Build the portal structure
Build the portal or dashboard structure
04
Connect information and test
Connect files, forms, reporting fields, and status areas. Test access, workflow, and client usability.
Scope assurance
Client Portals & Dashboards: responsibilities and limits.
The portal follows the agreed roles, features and information sources. Access controls and integrations require testing; a dashboard does not automatically make incomplete project data accurate.
- Client portal
- Campaign dashboard
- Milestone tracker
Project fit
Is this the right stage for client portals & dashboards?
What should each user be able to see and act on?
Strong fit
- ✓ A repeatable client workflow with identifiable documents, milestones and approvals
- ✓ Named owners for the information and access decisions
Not a fit
- × A dashboard brief with no defined users or information source
- × Assuming every external system is included in the integration scope
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View case study →What can a client portal or business dashboard replace in my current workflow?
A portal can replace scattered email chains, spreadsheets, shared folders, manual status requests, and separate reporting pages by bringing the important project information into one controlled place. Stonebridge can build portals for milestones, files, approvals, media links, reports, invoices, project status, lead intelligence, and other client information. The objective is not to create another system the team has to manage; it is to reduce the number of disconnected tools required to understand the project.
Can different clients, employees, or departments have different access permissions?
Yes. Stonebridge can build role-based access so each user sees only the information and actions appropriate to their role. A client may see project milestones and reports, while an internal operator sees lead intelligence or administrative controls. Managers can have broader visibility than individual team members. The permission structure is designed during the project so sensitive information is not exposed simply because everyone is using the same portal.
Can users upload files, approve work, view milestones, download reports, or make payments through the portal?
Yes. Those functions can be included depending on the approved scope. Stonebridge can build document access, uploads, approvals, project milestones, reporting, media links, communication records, payment or subscription integrations, and other workflow features. The portal is designed around the actual client journey, so we first identify which actions should happen inside the system and which should remain in another platform.
Can the portal connect to my CRM, accounting software, database, website, or other existing systems?
Yes, where the systems provide the required APIs or integration path. Stonebridge can connect portals and dashboards to CRM data, websites, databases, payments, analytics, lead systems, and other business tools. Integration requirements are reviewed during planning because they affect security, permissions, development time, and data ownership. The goal is to avoid duplicating data manually when a reliable system connection can keep the information synchronized.
Can the dashboard display live or automatically updated business and campaign data?
Yes. Stonebridge can build dashboards that pull from connected data sources and update reporting, lead status, campaign activity, project milestones, or other information automatically. The refresh rate and level of automation depend on the available APIs and the importance of real-time data. Some metrics only need daily or periodic updates, while active support or lead systems may require much faster visibility.
Who owns the portal, data, accounts, and custom development after the project is completed?
Stonebridge's standard position is client ownership of the approved final work and the client's data. The development agreement defines the exact treatment of source code, accounts, hosting, databases, third-party licenses, and any reusable Stonebridge systems. The client should know what can be accessed and transferred before launch. Stonebridge does not treat the client's own data as company property simply because it is displayed inside a system we built.