Choosing who a portal is for

Choosing who a portal is for, with what they will see and do said before you pick

AtlanticaSet up · Portals · New

Who is this portal for?

The kind is chosen once, here. Everything downstream follows from it, and nobody builds a second product. Each one says what those people will see and do before you pick it, not after.

People who buy from youChosenwho they are to youThey buy from youwhat record they hang offA customer accounthow they get inInvited to the address on the accountwhat they seeTheir orders, their coverage, their claimswhat they can doAsk · file a claimwhose rows are theirsTheir account’s rows onlywho answers themThe account’s rephow many per recordSeveral buyers on one account People you buy fromwho they are to youYou buy from themwhat record they hang offA supplier recordhow they get inInvited to the address on the supplier recordwhat they seeYour purchase orders and the dates they are duewhat they can doAsk · confirm a shipmentwhose rows are theirsTheir supplier’s rows onlywho answers themThe buying deskhow many per recordSeveral people on one supplier People who work for youwho they are to youThey work herewhat record they hang offA person on your teamhow they get inAdded by the owner from your own peoplewhat they seeThe jobs assigned to themwhat they can doAsk · update a jobwhose rows are theirsTheir own rows onlywho answers themThe ownerhow many per recordOne person, one record A team herewho they are to youThey work here, on a named teamwhat record they hang offA named teamhow they get inAdded by the owner from your own peoplewhat they seeThe team’s queuewhat they can doAsk · answer · pass it onwhose rows are theirsTheir team’s queue onlywho answers themThe ownerhow many per recordSeveral people on one team Members of the publicwho they are to youThey bought something from youwhat record they hang offNothing to point at — There is no record holding their address, because there is no record.how they get inNothing to point at — They let themselves in. That is a second way in, not this one.what they seeWhat is covered on the thing they bought, and until whenwhat they can doAsk · file a claimwhose rows are theirsTheir own registrations onlywho answers themThe service teamhow many per recordOne person, one registration

See all eight side by side

The eight things a kind decides, across the five kinds
The fill	Buys from you	You buy from them	Works for you	A team here	The public
who they are to you	They buy from you	You buy from them	They work here	They work here, on a named team	They bought something from you
what record they hang off	A customer account	A supplier record	A person on your team	A named team	Does not fill. There is no record holding their address, because there is no record.
how they get in	Invited to the address on the account	Invited to the address on the supplier record	Added by the owner from your own people	Added by the owner from your own people	Does not fill. They let themselves in. That is a second way in, not this one.
what they see	Their orders, their coverage, their claims	Your purchase orders and the dates they are due	The jobs assigned to them	The team’s queue	What is covered on the thing they bought, and until when
what they can do	Ask · file a claim	Ask · confirm a shipment	Ask · update a job	Ask · answer · pass it on	Ask · file a claim
whose rows are theirs	Their account’s rows only	Their supplier’s rows only	Their own rows only	Their team’s queue only	Their own registrations only
who answers them	The account’s rep	The buying desk	The owner	The owner	The service team
how many per record	Several buyers on one account	Several people on one supplier	One person, one record	Several people on one team	One person, one registration

What to notice in this drawing

Five is a floor, not a ceilingA sixth kind should cost words, not a build

A contractor doing field work, a reseller selling onward, a franchise trading under you, someone acting for a customer — each is the same eight answers in a different arrangement. If a sixth kind ever needs new code, the eight above were the wrong eight. That is the claim this whole walk exists to test.