Business Applications & Payments
Customer Portals & Memberships
Give customers and members a clear place to manage accounts, access documents and use your online services. We build portals with useful self-service tools, membership features and straightforward administration for your team.
Useful self-service for customers and members.
We build portals that let customers find documents, manage information and complete agreed tasks without having to contact your team for every update. The journey is shaped around what they need and which requests staff should review.
Member dashboards, restricted content, document access and communications can be combined around the service. Administration features help staff manage accounts and exceptions without bypassing the same access rules.
- Customer accounts and member dashboards
- Restricted content and document access
- Self-service records and communications
- Administration and account verification
The right access for each account.
Roles and permissions need to match how the organisation actually works. We plan account verification, invitations, recovery journeys and the boundaries between customers, staff and administrators.
Where subscription access is required, billing status and entitlement need explicit rules. We consider what happens when a payment is pending, a subscription ends or an administrator grants an agreed exception.
Connect the portal to existing sign-in services.
An existing identity provider may suit the audience better than another separate login. We can assess Microsoft or Google sign-in and single sign-on alongside the application’s own account model.
Authentication does not by itself decide what a user is allowed to access. Account linking, role assignment and document permissions remain application responsibilities and need testing beyond a successful sign-in.
Launch the customer features that matter first.
Start with the tasks that will make the greatest practical difference, then extend the portal as the service develops. We review existing records, data migration and application connections before exposing information through a new account journey.
DSE Workstation provides genuine evidence of organisation/user management and Google and Microsoft sign-in. We use that experience to inform the questions, while designing each portal around its own users and requirements.
Relevant work.
Explore the project detail and the work we delivered.
Development and support around your business.
We design websites, develop business software and provide hosting, maintenance and technical support. Based in Clifton near Shefford, we work with businesses across Bedfordshire, neighbouring Hertfordshire and the UK.
Established 2002 · Bedfordshire · UK-wide
What should customers be able to do online?
Tell us which information, documents or services customers need and how your team handles those requests today. We will help you turn them into a practical account journey.