Give Every User the Right View of Your Business
Build customer, partner, and employee portals around clearly defined roles. Connect the information people need with controlled access, straightforward workflows, and a consistent experience.
Discuss your portal requirementsIdentity
Define sign-in methods and account verification requirements.
Roles
Map permissions to the tasks each type of user needs to perform.
Workspaces
Organize documents, requests, and records around user needs.
Workflows
Route submissions and approvals to the responsible team.
Integration
Connect portal activity with the relevant business systems.
Audit
Record significant actions for access reviews and investigations.
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Give Each Portal User the Right Workspace
Connect customer or partner self-service with controlled access to the records, documents, and requests each audience needs.
Self-service tasks
Organize requests, account updates, and document exchange.
Plan your secure portal →System connections
Validate data moving between the portal and internal tools.
Plan your secure portal →Customer and Partner Portals
Give Each User the Right Workspace
Understand Customer and Partner Portals
Connect customer and partner self-service with the documents, requests, and account records each audience needs.
Plan Customer and Partner Portals Workflows
Define portal journeys around sign-in, permitted actions, and the internal teams receiving each request.
- User roles: Separate customer, partner, and administrator responsibilities.
- Shared information: Decide which records each portal audience can view or update.
- Request ownership: Route submitted requests to a defined internal owner.
Define how user roles, shared information, request ownership connect to the people and systems responsible for Customer and Partner Portals.
Build for Customer and Partner Portals
Plan identity integration, permission rules, document exchange, service requests, business connections, activity history as connected parts of the Customer and Partner Portals scope.
Identity integration
Connect portal sign-in with the identity source your organization uses.
Permission rules
Scope access to portal records and actions by user role.
Document exchange
Organize uploads, downloads, and document review around the account.
Service requests
Capture request details and show the current handling status.
Business connections
Validate information exchanged with CRM or operational applications.
Activity history
Record important portal actions for administrative review.
Bring portal services into one workspace
Define how portal users sign in
- Choose account verification and sign-in requirements.
- Map customer, partner, and administrator roles.
- Plan account recovery and access removal.
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SEO strategies change time and time again, yet the goal still remains the same: Generate revenue from search. Unfortunately, many SEO agencies and experts are not equipped to deliver on that goal. That’s why you need an SEO agency like SEO.com who acts as an extension of your own marketing department.
The SEO services we provide are customized to your organization’s priorities, no matter what changes in the industry occur.
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Secure Portals
Around Defined Access
Connect B2B and B2C portal journeys to explicit roles, protected records and understandable account and service workflows.
Model Portal Responsibilities
Define what customers, partners and internal staff can view or change before building shared account screens.
Connect Protected Services
Place authorization and input checks at the service boundaries that read or update protected portal records.
Review the Complete Journey
Check sign-in, account recovery, submissions and unsuccessful states alongside the expected portal workflow.
Rules
Actions
Context
Workflow
Connect user roles to protected application tasks.
Users
Identify portal users and their organizations.
Roles
Assign record visibility and action rights.
Records
Link views to the correct account records.
Actions
Validate changes to protected portal data.
Sessions
Review sign-in, recovery and session closure.
Looking for plans and pricing?
Get a preview of our enterprise PPC services
Growing PPC’s performance starts with a plan customized to your business, industry, and audience. So, we build a customized enterprise PPC service plan for your organization, providing you with a roadmap for how we’ll achieve your goals for paid search, from greater brand awareness to bigger market share.
Custom PPC Plans
Starting at
$650 / month
How we determine pricing
Your Ad Spend
Your advertising budget will not only determine your monthly management costs, it will also help determine which advertising channels we’d recommend investing in to maximize your marketing budget.
Networks and Targeting
Your custom strategy will depend on where you are looking to advertise- Google, Bing, Programmatic, etc. Your WebFX strategist can recommend PPC channels for you based on your business goals!
Creative Needs
If you have an in-house designer, you may not need WebFX’s support with the creation of branded ad creative. However, many of our clients trust WebFX’s design team to create professional, branded display ads for any campaign type.
Included for All PPC Plans:
- In-depth keyword research and advanced selection
- Competitor and industry analysis
- Data-backed keyword development
- Ongoing ad strategy management and optimization
- Access to our in-house revenue acceleration software RevenueCloudFX
Engineering Insights
Explore our most frequently asked questions to understand our approach to front-end architecture, performance optimization, and scalable design systems.