Client Portal for DEI Template

The internal DEI portal gives you and your employees an intuitive dashboard, an easy-to-use calendar, and the ability to view and manage programs, initiatives, and metrics related to DEI quickly and efficiently. This template provides the DEI team with a powerful and easy-to-use tool to manage clients and tasks, allowing you to stay organized and up-to-date on your client relationships.

Client Portal

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Client Portal for DEI Template

This client portal for DEI offers a comprehensive solution for managing diversity, equity, and inclusion initiatives. With an intuitive dashboard, users can easily view and manage programs, initiatives, metrics related to DEI, and more. The portal helps automate and streamline operations, saving time and increasing efficiency. Setting up and customizing the portal to meet the specific needs of the DEI team takes only 10 minutes. Start building with Softr today, whether you're just exploring your options or looking to replace your existing solution.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for DEI lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for DEI. Also, do not hesistate asking for help via our customer support chat if needed!

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