Client and admin portals where the right people see exactly the right things.
Password-protected dashboards with role-based access, built around who actually needs to see what: clients, staff, and admins, each with their own view, all on one connected system.
Not everyone should see everything.
A shared spreadsheet or a group email thread was never built for privacy or structure. As a team grows, "who can see what" stops being optional and starts being a real requirement.
We build the portal layer of CBOS, the Choice Builder Operating System, where consultants, coaches, and their clients each log into a different view of the same platform. The same structure works for any business.
What's included
- Secure login with Firebase Authentication
- Role-based permissions (client, staff, admin)
- Client-facing status and document views
- Internal admin tools and reporting
- Custom branding to match your website
- Hosted under your own Google and Netlify accounts
A private view, built for the client.
Project status, shared documents, invoices, and messages, in one place your client can log into any time, instead of digging through an email inbox for the latest update.
Staff see their lane. Admins see it all.
Rules are enforced on the server, not hidden with a bit of CSS, so a staff account genuinely cannot reach admin-only tools, and an admin account can see and manage across the whole system.
→ view: limited
role("admin") → view: full
Common questions.
How do you keep the wrong people out of the wrong sections?
Can clients and staff use the same portal?
Who owns the login data?
Need a portal for clients, staff, or both?
Tell us who needs access to what. The discovery call is free, and we'll map the roles and screens before we quote anything.