IMtech

Service

Customer accounts and portals

We build web portals with accounts for different roles: customers order and see statuses, companies set rules and limits, suppliers manage their catalogue. One system, and everyone sees only their own part.

Animation: a shared system sends data to three separate role accounts in turn, and each one shows only its own rows.

When you need it

Situations that bring people to us for this service.

  • Everything goes through a manager

    Customers can't order, change or check a status themselves — only by email or phone.

  • Several parties in one process

    Customer, company and supplier swap spreadsheets, and someone merges them by hand.

  • Rules rest on agreements

    Limits, who pays and until when an order can be changed are written down nowhere.

  • Too much access

    A shared spreadsheet shows everyone everything, although each needs only their own part.

What's included

  1. Role analysis

    Who uses the portal, what each sees and changes, where responsibility passes on.

  2. Role accounts

    Separate accounts — for example, for employees, companies and suppliers — in one system.

  3. Orders and requests

    Orders placed in advance with a cut-off after which they can't be changed; requests with statuses, documents and correspondence.

  4. Company rules

    Branches, offices, employees, a daily spending limit and who pays — in the company account.

  5. Supplier account

    Categories, items, main and extra menus, hidden items, photos.

  6. Online payment

    A payment service and a check that the payment really went through.

  7. Documents and mailings

    Spreadsheets, PDFs and labels on a schedule — emailed to those who need them.

What you get

  • A description of roles and permissions
  • A prototype of the portal's key scenario
  • A portal with an account for each role
  • Online payment, if you need it
  • Code and documentation that are open to you

The project path

From the first conversation to daily use

Every step ends with a decision: go on or stop. We don't start the next one until the previous one has given its answer.

  1. 01

    Getting to know the task

    You describe the process and what gets in the way. We reply by email with questions and arrange a call.

  2. 02

    Discovery

    We study the process with the people who work in it and write down what the system must change and how we will check it.

  3. 03

    Prototype

    We build a working prototype of the key scenario to test the idea on real data rather than on polished screens.

  4. 04

    Pilot

    We run the system in your real environment with agreed outcome criteria and a deadline. After the pilot we decide together whether to go further.

  5. 05

    Launch and growth

    We bring it to daily use: reliability, access rights, links to other software, documentation, support. Then we develop it based on user feedback.

Systems where we have already done this kind of work.

Technology in these case studies

  • Strapi
  • PostgreSQL
  • Next.js
  • LiqPay
  • Puppeteer
  • REST API
  • JWT
  • Excel
  • PDF

Questions about this service

How many roles can a portal have?

As many as your process has. In the corporate catering case study there are four: employee, company, caterer and system administrator.

Can payment be connected?

Yes. In the corporate catering case study employees pay through LiqPay, and the system checks that the payment really went through.

Will the portal connect to our system?

Yes — exchanging data with what already works is one of our principles. What to pass across we decide during discovery.

Have a project with no ready-made solution?

Describe it in a few sentences: how things work today and what gets in the way. We reply by email with questions on the next business day.

Get in touch