My kickoff tasks
Kickoff tasks
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Customer onboarding portal
A customer onboarding portal is where each new customer works through their kickoff tasks and uploads the documents setup needs, while the onboarding team sees every account's progress and each customer sees only their own.
Pattern: ChecklistsDescribe it to Pory
“We sell booking software to clinics. Each new customer should get a kickoff task list and a place to upload documents, and see only their own onboarding, while our onboarding managers see every account.”
Viewing as
In plain English
What is a customer onboarding portal?
A customer onboarding portal is where each new customer works through their kickoff tasks and uploads the documents setup needs, while the onboarding team sees every account's progress and each customer sees only their own. It follows the Checklists pattern: the same task list, worked through again and again. Pory generates it from a plain-English description, with a login for each role (customer and onboarding manager) that shows only what that role should see, and flat pricing with unlimited customers.
What it does
New customers tick through kickoff tasks without a status call
Kickoff used to be a welcome email with twelve steps, and a weekly call to find out which ones had happened. In Pory each customer signs in to their own kickoff tasks, each with a due date, and ticks them off as they go: appointment types chosen, staff invited, phone number connected. The onboarding manager sees progress without booking another check-in.
ChecklistsDone by: Customer
Customers upload the order form and staff list straight to their onboarding
Documents used to arrive as attachments scattered across a month of emails. In Pory the customer uploads each file to their own documents list, picking what it is and which clinic it's for, and the onboarding team finds it on the account. Nobody searches an inbox for "staff_list_FINAL2.xlsx" the day before go-live.
File uploadsDone by: Customer
Each clinic signs in to its own onboarding and nobody else's
Sharing onboarding progress used to mean a tracker spreadsheet with every customer on it, which could never be sent to any of them. In Pory each customer signs in and sees only their own onboarding projects, target launch dates and status. The onboarding manager keeps one list of every account, and no customer glimpses another clinic's name.
Client-only accessDone by: Customer
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
More commercial portals
All commercial portalsLead intake portalCapture → qualify → assignQuote & proposal requests portalRequest → send → acceptPartner & reseller portalDeal registration & assetsSupplier onboarding portalDocs, compliance, approvalContract lifecycle portalDraft → review → approveSponsorship management portalPackages & deliverablesAffiliate program portalSignups & payout trackingCustomer account portalOrders, invoices, tickets, documents
Your customer onboarding portal, live today.
Describe it in a sentence and send the invite. Unlimited customers, flat price.