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.