Agency Portal
White-label client space for projects, approvals, assets and billing.
- Modules
- 6
- Journey steps
- 4
- Integrations
- 4
- Indicative build
- 6–10 weeks
How to read this page: Concept specification: this page documents a system TECH360 can build. It is not a delivered client project, a verified case study, a working demonstration or a measured outcome.
B · Problem & target users
What this system is designed to replace
- Approvals happen in email threads nobody can search.
- Deliverables and assets are scattered across drives.
- Invoices and their status are discussed separately from the work.
Target users
- Agency account managers
- Client stakeholders
- Finance
C · Objectives & intended benefits
Design intent, not measured outcomes
- Give each client a scoped space containing their projects and approvals.
- Record approvals against a named client identity.
- Expose invoices and their status without emailing documents.
These are goals the build is designed to serve. No efficiency, revenue or conversion result is claimed.
D · Product overview
What the system is, and where it runs
A client-facing agency portal: project status, deliverable approvals, asset library, meeting booking and billing summary — branded per agency.
Client portal
White-labelled space per client.
Agency console
Projects, approvals queue and billing.
Mobile view
Read-and-approve experience for stakeholders.
Platforms listed describe the intended build. A specific engagement may narrow or extend them after scope approval.
E · Module inventory
Modules in the specification
- Brand theming per agency
- Project board and milestone tracker
- Deliverable review and approval gate
- Asset library with version history
- Meeting booking
- Invoice and receipt view
Capabilities the system is designed to provide
- Give each client an authenticated space for their own project only
- Gate delivery behind recorded approvals
- Keep asset versions and approval evidence in one place
- Expose invoices and receipts without emailing files
F · Screen gallery
No verified product screenshots for this concept
This project has not been built, so there are no application screenshots to show. The image on this page is a generated concept visual, not a capture of working software. Presenting it as a product screenshot would misrepresent the system, so this section says so explicitly.
G · User journey
The intended path through the system
Step 1
Invite
A client user is invited and scoped to one organisation.
Step 2
Review
The client reads a deliverable and leaves feedback.
Step 3
Approve
Approval is recorded with identity, timestamp and the exact version.
Step 4
Bill
Approved work links to an invoice the client can view and settle.
H · Roles & permissions
Who can do what
| Role | Access boundary |
|---|---|
| Client viewer | Own organisation's projects and documents. |
| Client approver | Approval actions for own organisation. |
| Account manager | Assigned client organisations. |
| Finance | Invoices and payment status. |
I · Architecture & API
Service boundary and HTTP surface
| Endpoint | Purpose |
|---|---|
| POST /api/approvals | Record an approval tied to a document version. |
| GET /api/client/projects | Projects scoped to the caller's organisation. |
| GET /api/invoices/:id | Signed document access for permitted roles. |
Endpoints are the intended contract. Authorisation is enforced server-side per role, never only in the interface.
J · Data entities
Core entities and relationships
| Entity | Relationship |
|---|---|
| Organisation | Has many users and projects. |
| Project | Belongs to one organisation. |
| Approval | References one document version and one user. |
| Invoice | Belongs to a project; carries payment state. |
K · External integrations
Provider-dependent integration points
- SMTP
- Calendar provider
- File storage
- Payment links
- Object storage
- Email invitations
- Payment collection
- E-signature
Each integration is configured and accepted against the specific provider account before go-live.
L · AI & automation
Opportunities and their human gate
Summarise feedback threads into a change list.
Human gate: Account manager confirms the list before it becomes tasks.
Draft project status updates from logged activity.
Human gate: Account manager edits and sends.
M · Security, privacy & accessibility
Controls the build is specified to enforce
- Tenant isolation is enforced server-side on every request.
- Invitations expire and are single-use.
- Document downloads are authorised and logged.
Accessibility is treated as an acceptance criterion for keyboard, focus and contrast on every screen. No certification or audit result is implied.
N · Testing & quality assurance
What would have to be proven before handover
- Cross-tenant access tests for every endpoint.
- Invitation replay and expiry tests.
- Approval version-binding tests.
O · Deployment & hosting
Where and how it would run
- Containerised application
- Object storage with signed URLs
- Audit log retained per policy
P · Maintenance & scalability
Keeping it maintainable
- Branding is configuration
- Storage lifecycle rules
- Approval records are immutable
Q · Optional advanced features
Out of the initial scope, available later
- Per-client custom domains
- SSO for enterprise clients
- Statement of work e-signature
R · Related
Related solutions and next step
Sector blueprint: Agencies solutions
What this page does not claim: No client-retention or billing outcome is claimed. White-label domain and branding require separate configuration per agency.
Claims policy: this page is checked against a forbidden-claim list (6 patterns, including invented percentage results, “case study” and guarantee language) by the repository test suite.