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App template

Customer portal template for self-service accounts

Let customers view orders, tickets, documents, and profile data without emailing your team.

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portal.acme.appCustomer
My account

Let customers view orders, tickets, documents, and profile data without emailing your team.

Open tickets2
Invoices due1
Documents14
  • Ticket #1842Waiting on reply
  • Invoice INV-204Due in 5 days
  • MSA.pdfShared · view only

What's included

Let customers view orders, tickets, documents, and profile data without emailing your team.

Intended users

  • Customer success
  • Support leads
  • Product managers

Suggested stack

  • PostgreSQL
  • Next.js
  • Resend

Core features

Secure login

Ticket submission

Document downloads

Profile management

Notification preferences

Main workflows

Customer submits ticket

Attach files, route to queue, send confirmation.

Agent responds

Update status, notify customer, log resolution.

Customer updates billing profile

Validate fields, sync to billing integration.

Database model / entities

Distinct domain entities — not a renamed generic CRUD list.

Customer profileContact details and authentication.
Support ticketIssue with status and thread.
DocumentInvoice or contract available for download.
NotificationEmail or in-app alert preference.

User roles

  • Customer user
  • Support agent (internal)
  • Admin

Possible integrations

Applications built from this template can connect to these services via their APIs.

  • Stripe
  • Resend
  • GitHub

Example prompt

Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.

Create a customer portal with login, support tickets, downloadable documents, and profile settings. Include email notifications on ticket updates.

How Evonx customizes this template

Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.

Related resources

How to build a customer portalFollow these steps in Evonx to a secure portal where customers manage profile data, tickets, and documents.Partner portal templateGive partners co-sell deals, MDF requests, and enablement content in one branded portal. This partner portal template moVendor portal templateLet suppliers update catalogs, confirm POs, and submit invoices against your procurement process. This vendor portal temBuild partner portal with AIReady to ship a partner portal your channel team owns in GitHub? This commercial page covers outcomes and prompts—distinBuild vendor portal with AIProcurement teams evaluating a vendor portal with AI should expect onboarding, POs, and invoices in owned code. Use thisCRM templateTrack leads, accounts, and pipeline stages with activities your team can evolve in production. This template maps a B2B

FAQ

What can customers do in this portal template?

Self-serve account data, tickets, documents, and billing status—scoped so customers never see admin-only controls.

How do notifications reach customers?

Plan email or in-app notifications via services like Resend; implement them in your app with the integration guidance pages.

Can agents and customers share the same ticket model?

Yes. Tickets and documents are shared entities with role-based views—customers see their own records, agents see the queue.

Do we need a separate help-desk template too?

Many teams start with the portal for customer-facing surfaces and add the help-desk template when agent workflows deepen.

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.

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