How to build a customer portal
Follow these steps in Evonx to a secure portal where customers manage profile data, tickets, and documents.
Step-by-step
Identify self-service jobs
Tickets, invoices, profile updates, and downloads customers ask for repeatedly.
Implement customer auth
Separate customer users from internal agents with distinct permissions.
Build ticket flow
Create, comment, attach files, and track SLA-friendly statuses.
Expose documents
Serve PDFs or contracts with signed URLs and access checks.
Notify on updates
Send transactional email when agents reply or documents become available.
Connect billing optional
Link Stripe customer portal if subscriptions or invoices are in scope.
Outcome
A secure portal where customers manage profile data, tickets, and documents.
Related resources
FAQ
What must never leak into a customer portal?
Admin-only settings, other customers' data, and internal notes. Role-scoped queries are the core of this guide.
Should tickets live in the portal or only in help desk?
Customers need a portal view of their tickets; agents need queue tools—share entities, split UI surfaces.
How do documents stay secure?
Store ownership on each document, authorize by account, and preview download paths before shipping.
Build production software with Evonx
Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.