01
Questions to answer first
- Who are the user roles?
- What can each role view?
- Which actions can they complete?
- What documents are involved?
- Which system is the source of truth?
- What events create tasks or notifications?
A useful portal is not simply a password-protected page. It defines who can see what, which actions are safe, where the data comes from and what happens when a customer acts.

Customer Portals: Bravaca visual explanation.
Each visual is selected for this page by meaning, not simply by keyword similarity.



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