Accounts & access
Define who can sign in and which organisations they belong to.
BESPOKE DESIGN
Client & partner portals.
A shared space without exposing your whole system.
Discuss this project
WORLD ILLUSTRATION · YOUBI CONCEPTTHE NEED BEFORE THE TOOL
A shared space without exposing your whole system.
Clients should find documents and request status without seeing other records. We design spaces scoped to each user.
We start with your content and operations to define a useful response. Designs are validated with you in stages before delivering the agreed scope.
TANGIBLE POSSIBILITIESWhat we can
What we can
create together.
Possibilities selected and specified during scoping.
Available documents
Share useful client documents without exposing internal files.
Requests & tracking
Support structured requests and status visibility.
Contextual communication
Keep communication linked to the relevant record.
EXPLICIT DELIVERABLESKnow what
Know what
you will receive.
The proposal specifies formats, scope, approval stages and revision terms.
- ✓Sign-in journeys
- ✓Authorisation rules
- ✓Document space
- ✓Notifications within scope
Understand
Your business, audiences, content and constraints.
Design
A visual direction and journeys to validate together.
Create
Tangible versions to try, correct and refine.
Deliver
Agreed files, access and support.
The right questions.
Can clients see all data?
No. Permissions are defined and checked by profile and record. Only relevant authorised information is shown.
How is the budget defined?
Volume, available content, features and delivery constraints determine the tailored proposal. We define essentials and options together.