A client portal is not the staff dashboard
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Dashboards, Portals, and Operations Software · Lesson 2 of 10
Client Portal Information Architecture
Decide what a client portal should show and what should stay out of the client view.
Client action path
Client portal
Client-facing view
Internal-only data
Portal architecture
Portal navigation
Progress panel
Trust signal
Academy Plus
4 practice exercises
1 homework item
What you will learn
- Explain why a client portal should not simply expose the staff dashboard.
- Choose the client-facing information that belongs first in a portal.
- Separate client-relevant updates from internal-only data.
- Organize portal navigation, overview panels, detail screens, history, files, messages, statuses, and next steps.
Lesson shape
23 minute lesson with 6 sections, 4 exercises, 5 checkpoint questions, and 1 homework submission.
This track requires the Academy Plus plan.
Lesson outline
What this lesson includes
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Decide what clients need first
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Separate client-relevant information from internal-only data
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Organize requests, updates, files, and messages
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Navigation should guide, not overwhelm
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What to remember
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Homework
Assignments attached to this lesson
Text response
Open homework
Plan a client portal information structure
Choose one realistic client portal and plan what the client should see first, what stays internal, and how the portal areas fit together.
Keep moving
Finish this lesson, then move forward without losing your place.
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