Building a Client Portal - Part II

In this second part of building a client portal with DrapCode, you'll add more advanced features for better client interaction. You can enable dynamic dashboards, integrate client-specific data filters, and implement custom notifications. Features like document uploads, personalised views, and secure access controls can greatly enhance user experience. These steps help transform a basic portal into a more functional and scalable system.

To make the most of this guide, it’s essential to understand the foundation laid in Building a Client Portal – Part I. The first part covered setting up collections, authentication, and basic UI elements. Now, with that base in place, you can focus on refining workflows, managing user-specific permissions, and connecting external APIs. This part helps you move from a prototype to a production-ready client portal.

Previous Step Item ID Support in Conditional Redirect

BNG Payment Integration

Components Alignment Vertical and Horizontal

For any queries please feel free to reach out to us on support@drapcode.com

Do you like cookies? 🍪 We use cookies to ensure you get the best experience on our website. Learn More