Setting up Client Portal and roles in SuiteDash
89 USD 
It is required to set up Client Portal in SuiteDash.
The task is not about CRM, not about funnels, not about sales.
Only the setup of the client portal, roles, and access logic.
Scope of Work
setup of Client Portal
setup of roles and access rights
setup of user waiting/confirmation logic
setup of user invitations (invite)
Role Model
It is necessary to set up the following roles:
Super Admin
Admin
Company
Company Admin
Customer (end user)
For each role:
its own access level
its own portal pages
its own data visibility logic
The rate specified in the response is considered preliminary. The final cost is formed and may be adjusted after analyzing the detailed technical specifications and the current configuration of SuiteDash.
We welcome responses from specialists with practical experience working with SuiteDash.
The task does not imply studying the platform from scratch.
Client's review of cooperation with Kirill Sichevy
Setting up Client Portal and roles in SuiteDashAll good, the task is completed.
Freelancer's review of cooperation with Jaroslav S.
Setting up Client Portal and roles in SuiteDashWorking with this client was a pleasure! He knows exactly what he wants, is always in touch, and provides very clear feedback on the matter.
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