Client Portal Information security company Template

The information security company client portal gives you and your employees an intuitive dashboard, an easy-to-use calendar, and the ability to view and manage security assessments, incident reports, and client communication quickly and efficiently. This template provides the information security company's 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

Use Template

Client Portal Information security company Template

This client portal for the information security company provides an efficient and comprehensive solution for information security operations. It gives you an intuitive dashboard that allows you to easily view and manage security assessments, incident reports, client communication, and more. It helps you automate and streamline information security processes, making your team more efficient and effective. It takes just 10 minutes to set up and customize for your specific information security company needs. Whether you're just exploring your options or looking to replace your existing client portal, start building with Softr!

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 Information security company 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 Information security company. Also, do not hesistate asking for help via our customer support chat if needed!

Related Templates