Does the Portal operate as a B2B or B2C system?

Short answer is “Whatever your business model demands.”n

    • We can set up your portal as a B2B model where your external party is a company (group, team, etc…) with many users, each having a subset of roles (i.e. sales, service, admin) and thereby a subset of portal navigation options. The B2B model allows that external company to share records to the extent you define allowing collaboration with each other and you.
    • Or we can set up your portal as a B2C model where your external party is an individual and has their own login and related records.
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