Authentication
Login by phone or email, account recovery, a second factor for sensitive sections.
The value of an account is measured by how many support requests it removes. That is the criterion for deciding which functions it needs.
Login by phone or email, account recovery, a second factor for sensitive sections.
Statuses, contents, totals, repeat order in one click.
Invoices, acts and delivery notes from the accounting system, available to download.
Individual prices and discounts for clients working under a contract.
Data is pulled from the accounting system rather than maintained by hand.
Email and messengers on a status change, so the client does not have to ring and ask.
From six weeks. The timescale depends on how ready the accounting system is to hand over data.
We collect a list of the most frequent support requests. The account has to close exactly those.
Roles, permissions, the sections, the data exchange scheme.
Interface, authentication, integration with accounting, notifications.
Inviting clients, instructions, measuring how many requests went away.
A customer account holds personal data, and the data protection requirements apply to it in full. Consent at registration, a processing policy, access separation, activity logging. This is built into the project rather than added after launch.
They will, if the account solves a real pain: checking a status, downloading closing documents, repeating an order. An account for the sake of an account, holding nothing but a profile and an empty history, genuinely is of no use to anyone.
The standard set: encrypted connections, limits on login attempts, a second factor for access to documents, activity logging, no unnecessary data in the interface. Card numbers and identity document details do not need to be stored in the account.
Then the data has to be entered by hand and the account becomes a source of discrepancies instead of a help. If exchange is technically impossible, it is better to start with a minimal version holding only documents that are exported on a schedule.
Tell us what clients contact you about most often. We will build the account around those tasks rather than around a pretty profile page.
Request received
We can already see it. We will reply within one business day, and for urgent matters we will bring in the on-duty engineer right away.
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