PALMX / SAUDI ARABIA
Client portals
Bring client requests, approved files and project updates into one clear workspace. PalmX scopes a portal around the information each client and staff role should see. Authentication, record ownership and private file access are part of the core workflow.
Discuss your projectWhat we can build together
- Account and role-based access
- Requests, files, and status tracking
- Notifications and team workflows
A practical starting point
A client could check its own request, upload an agreed document and read an approved status update. Acceptance tests should cover two separate clients and staff roles, including revoked access and expired sessions.
Scope, deliverables, timing and cost are agreed with you before work begins.
03 / YOUR BRIEF
Three things to bring.
- Client and staff roles with a record-access map
- Files, statuses and actions available to each role
- Identity provider and notification requirements
Before you start
How do you separate one client’s data from another?
Permissions must be enforced when the server or database reads and writes a record. We scope cross-client checks and private-file authorization alongside the visible interface.
Can it use our existing request system?
We assess its supported APIs, identifiers and update rules. The integration scope should explain which system owns each field and how conflicting changes are handled.
Redesigning a Saudi business website without losing the enquiry path.
Let’s define the first step.
Business websites, web applications, client portals, API integrations and dashboards. Build a defined workflow with PalmX in Jeddah, Saudi Arabia.
Discuss your project