Private client work, one clear workspace

Client Portal Builder Designed Around Your Service

Describe what each client should see, submit, review, and download. Playcode builds the portal and its database-backed workflow together, so you can test account isolation, request states, and operator recovery before sharing it.

No credit card required · No coding needed

Quick answer

What does a client portal builder create?

A client portal gives each customer a private place for projects, documents, requests, and status updates. With Playcode, you describe the client accounts, access rules, record states, and operator workflow. Playcode builds the portal as real code with database-backed data, then helps you test and publish it.

1.1M+users
26M+projects
Since 2016

Used by people at

Counts registered accounts using corporate email domains from the companies above. Playcode is a self-serve product, not a contracted vendor to these brands.

From Client Workflow to a Portal You Can Verify

Build one project lifecycle before adding every service and integration

01

Define the Client Boundary

Name the tenant or client account, the people who belong to it, and the first project. List exactly which project records, document metadata, requests, comments, and actions a client member may see.

Keep identity, client membership, and project access separate. That lets one person work with more than one client account without making either account visible to the other.

Preview
AI Chat
Publish
I'm a realtor in Miami. I need a website to show my listings and get buyer leads.
4 Questions
2 / 4
What's the main style for your real estate site?
AModern & minimal with clean lines
BLuxury feel with large property photos
CProfessional & corporate
DI'll describe my own style below
Or type your own answer...
Skip
Next
Describe what you want to change...
Economy
Build Progress
4/6
✓
Site layout & navigation
3s
✓
Hero section with CTA
5s
✓
Property listings grid
8s
Building contact form...
About page & bio
Footer & SEO meta
miami-homes.playcode.io
Miami Dream Homes
Your trusted partner in Miami real estate
Search by neighborhood...
Featured Listings
NEW
$1,250,000
Coral Gables Villa
4 bd|3 ba|2,400 sqft
OPEN
$890,000
Brickell Condo
2 bd|2 ba|1,200 sqft
Get in Touch
02

Build the Invite and Project Lifecycle

Ask Playcode to build invite, accept, sign-in, project overview, document status, request, and revoke states. Add an operator view for correcting access and moving requests through the agreed workflow.

Test every list, detail, update, and download route signed out and across two ordinary accounts. The server must deny the wrong account even when it knows a project or document ID.

03

Publish, Smoke Test, and Operate

Publish over HTTPS and complete the workflow with fictional client accounts. Verify session expiry, duplicate invite acceptance, request retries, and notification failure after the core record is already saved.

Monitor with stable request and record IDs, not client names or document contents. Add storage, email, or payments later only through a provider path you have configured and tested.

Your website is live!

https://
miami-homes.playcode.io
Site is secure - SSL certificate active
Or connect your domainmiami-dream-homes.com
Miami Dream Homes
Your trusted partner
Miami Dream Homes
Your trusted partner
Replace scattered client handoffs

Give Clients a Workflow, Not Another Folder Link

Clients see the right state while your team keeps an auditable operator path

Email, chat, and shared links

  • Project status is repeated differently in every thread
  • A shared folder link becomes the access model
  • Requests lose their owner and next action
  • A notification failure can hide a successful update
  • Nobody can explain who changed a client-visible state

A client portal workflow

  • Each client account sees only its own projects and records
  • Document metadata and file storage have explicit boundaries
  • Requests move through named states with one current owner
  • Core saves succeed independently from provider notifications
  • Authorized operators can review and correct a clear audit trail
A useful first release

What Your Client Portal Can Include

Start with one private project and one complete request lifecycle

01

Client accounts and memberships

Separate the signed-in person from the client organization and project access so account changes do not leak unrelated work.

02

Invite, accept, and revoke states

Track an invitation from issue to acceptance, expiry, or revocation, and make repeated acceptance return the existing safe result.

03

Private project overview

Show the current milestone, deliverables, recent decisions, and next client action without returning another account's records.

04

Document and file workflow

Store filename, owner, version, status, and retention metadata separately from the actual bytes and their authorized storage path.

05

Requests and approvals

Move work through open, waiting for client, in review, resolved, and reopened states with an explicit actor and timestamp.

06

Operator review and audit trail

Give authorized staff a protected way to investigate access, retry a notification, correct a state, and record why the correction happened.

A practical client-portal implementation guide

Build One Client Project Without Trusting the Browser

Define tenant identity, enforce every record boundary on the server, and verify the published flow across two accounts.

Before you build

Prerequisites

  • A client, membership, project, and request record model

    The customer organization, signed-in person, permission to a project, and current work state are separate facts with different lifecycles.

    Ready when: You can revoke one person from one project without deleting the client account, project, request history, or their unrelated membership.

  • A document storage and retention decision

    Database metadata does not store or secure the file bytes by itself. Choose Playcode persistent file storage within plan limits or a named external provider path that you configure.

    Ready when: Every document has an owner, client scope, storage reference, allowed MIME and size limits, retention rule, and authorized download path before real files are collected.

  • Fictional accounts and an access matrix

    A single administrator account cannot reveal cross-client leaks, signed-out behavior, invite reuse, or session-expiry problems.

    Ready when: You have two fictional client accounts, two ordinary users, one operator, and expected list, detail, update, and download outcomes for each role.

Implementation sequence

Do, observe, verify
  1. 01
    Playcode AI prompt and project data model

    Describe records and allowed transitions

    Define client, user, client membership, invitation, project, document metadata, request, and audit-event records. Give each a stable ID, tenant scope, status, timestamps, and version where concurrent changes matter.

    Expected result

    The portal has a bounded model where access and workflow states change independently and every client-visible record belongs to one client account.

    Verify

    Walk one fictional project through invite, accepted, active, waiting for client, in review, resolved, reopened, and revoked outcomes without inventing a catch-all status.

  2. 02
    Sign-in route, invite acceptance, portal shell, and session policy

    Build invitations, sessions, and client-scoped navigation

    Create time-limited, single-purpose invitations; authenticated sessions; loading, signed-out, empty, expired, and denied states; and navigation derived from server-authorized client membership.

    Expected result

    An accepted invitation creates at most one intended membership, and the same portal URL produces the correct state for a signed-out, authorized, expired, or revoked account.

    Verify

    Accept one fictional invite twice, open the portal privately, expire the session, and revoke membership while the old session remains open.

  3. 03
    Server list, detail, update, upload, download, and export handlers

    Protect every project and document path on the server

    Resolve the current identity, client membership, record tenant, and requested action before reading or changing data. Validate upload type, size, filename handling, and storage outcome on the server when file upload is included.

    Expected result

    Known project or document IDs remain inaccessible to a signed-out person and the other ordinary client account, and rejected uploads create no usable document record.

    Verify

    Replay an authorized list, detail, update, and download request with the second account, then try a disallowed file type and an oversized fixture.

  4. 04
    Client request actions and protected operator view

    Implement request updates and an audit trail

    Allow only named request transitions, require an expected record version for concurrent updates, and append a bounded audit event containing actor ID, record ID, transition, timestamp, and reason code rather than the private payload.

    Expected result

    Client and operator actions produce a deterministic request state, stale updates are rejected or reconciled, and an authorized operator can explain the latest transition.

    Verify

    Submit the same request twice, edit it concurrently from two sessions, and confirm the final record and audit events match the documented rules.

  5. 05
    Published HTTPS portal and operator support path

    Publish and exercise the recovery boundary

    Publish the portal, run the fictional client flow, simulate notification failure after a durable request save, retry only the notification, and rehearse revoke, correction, record export, and recovery decisions.

    Expected result

    The portal works on the final URL, the original request remains single when notification fails, revoked access is denied, and operators know whether to repair one record or restore the whole app.

    Verify

    Complete the production smoke test in a private browser and both fictional accounts, then compare request counts, access results, bounded logs, and the exported record set.

Decisions that change the build

Should documents live in app storage or an external provider?

  • Playcode persistent file storage within current plan limits
  • External file or object-storage provider through its API

Choose: Start with the simplest storage path that satisfies size, retention, regional, and access requirements. Keep document metadata and authorization in the portal either way.

Tradeoff: First-party app storage keeps the initial workflow smaller. An external provider can add controls or existing-file access, but requires its own account, plan, server-side credentials, API limits, and tested failure handling.

Should notification delivery decide whether a request was saved?

  • Save the request, then notify
  • Treat save and notification as one success

Choose: Commit the validated request first, return its stable result, then send or queue the notification separately with retry state.

Tradeoff: The separate boundary needs an operator-visible notification status, but it prevents a provider outage from losing or duplicating the client request.

Before you share it

Test checklist

  • Happy path

    Invite one fictional client member, open one project, review one document record, submit one request, and resolve it from the operator view.

    Expected: One membership and request exist, only the intended account sees the project, and the audit trail shows the allowed transitions.

  • Invalid input

    Request a known project and document as the other client and while signed out; then submit a missing field, disallowed file type, and oversized fixture.

    Expected: Every unauthorized path is denied server-side, invalid uploads create no usable record, and no other-client data appears in the response.

  • Duplicate or retry

    Accept the same invitation twice, resubmit the same client request, and retry a failed notification after the request is already saved.

    Expected: Membership and request counts remain single, and only notification delivery is retried.

  • Published smoke test

    Use a private browser and both fictional client accounts on the published HTTPS URL, then expire and revoke the authorized session.

    Expected: The intended client completes the flow once, the other account stays isolated, and access is denied after expiry and revocation.

If something goes wrong

Common failure cases

One client can see another client's project or document

Likely cause
The server filtered by record ID or sign-in only and did not verify client membership and tenant scope for that action.
Check
Replay the same list, detail, update, and download request from the second ordinary account and inspect the raw server response.
Fix
Require identity, active client membership, record tenant, and action authorization together on every protected handler.

A document row exists but the file cannot be opened

Likely cause
Metadata was committed before file storage completed, or the stored reference does not match the current authorized path.
Check
Compare document ID, storage reference, upload status, and bounded provider or app-storage result without logging the file or credential.
Fix
Record explicit upload states, commit the usable reference only after storage succeeds, and provide a retry or cleanup path for incomplete records.

The client submits again because no email arrived

Likely cause
The durable request save and provider notification were treated as one response, so a delivery failure hid the successful record.
Check
Look up the stable request ID and its separate notification status before asking the client to retry.
Fix
Return the saved request result independently, expose delivery state to operators, and retry only the notification.

A revoked or expired session still downloads files

Likely cause
A long-lived browser URL or cached authorization was trusted without checking current access at download time.
Check
Repeat the download request directly from the old session after revocation and inspect the server decision.
Fix
Authorize every download at request time and keep any temporary file URL short-lived and scoped to the permitted record.
One safety model, different services

Client Portals for Ongoing Work and Handoffs

Change the records and states without weakening tenant isolation

Creative Agency

Drafts, approvals, and requests

Give each client one place to review project status, see document states, request changes, and confirm the next launch action.

Accounting or Advisory

Document checklist and review state

Track which records are requested, received, under review, or resolved while keeping each client account and download path isolated.

Consulting Engagement

Deliverables and decisions

Organize milestones, shared decisions, client actions, and final deliverables around one bounded engagement lifecycle.

Field or Property Service

Job status and customer response

Share visit status, controlled photo or report records, open questions, and customer decisions without exposing internal operations.

Picture the client experience

A Project View With Clear Document and Request States

The client sees the current project, document status, open request, and account context without exposing other customers or internal operator controls.

Illustrative Acme Studio client portal showing a website redesign project, document statuses, and an open client request
Illustrative conceptThis is an illustrative client-portal concept with fictional project and approval states, not a Playcode product screenshot or workflow proof. The actual result depends on your client model, project workflow, access rules, and design brief.
The first artifact is specific

One Client, One Project, Five Boundaries

A small complete portal reveals more risk than a large collection of disconnected screens

1 tenant
client account that owns private project records
2 accounts
ordinary users required for a cross-client isolation test
4 paths
list, detail, update, and download checks on the server
1 request
saved once even when notification delivery fails
0 secrets
credentials, invite tokens, and document contents in logs
Choose the right client handoff

A Client Portal Is More Than a Branded File List

The difference appears when accounts, states, or providers fail

Client-work needShared links and emailPlaycode client portal
Account isolationAccess depends on who received a linkServer checks identity, client membership, tenant, record, and action
Project statusRepeated manually across threadsOne database-backed lifecycle with allowed transitions
DocumentsFolder location stands in for authorizationMetadata, storage, validation, retention, and download paths are explicit
NotificationsDelivery failure looks like a failed requestDurable record save and provider delivery have separate states
Support and recoverySearch messages and guess what changedBounded audit events, operator corrections, export, and recovery decisions
The engine

A software team in one agent

Playcode AI runs the same frontier models that power ChatGPT and Claude - and orchestrates them like a team: it plans the work, delegates to sub-agents, runs long jobs in the background, and reviews its own changes.

Every frontier model

The latest models from every major lab, in one picker. Switch anytime.

ClaudeGPTGeminiGrok

Sub-agents

Big jobs split across specialists - one explores your code, one writes, one audits - working in parallel.

Background tasks

Long builds and migrations keep running while you keep talking. They report back when done.

migration - running

It sees your designs

Have a design in Figma? Paste a screenshot - or a page you like, or a bug - and it builds from what it sees.

Tuned by years of iteration to write production software - structured, typed, maintainable - not throwaway prototypes.

Production code

Real code you can open, read, and edit

Under every project is a codebase the agent keeps production-grade. And you are never locked out of it: open the file explorer and edit any file yourself - server included. No AI required.

Quality is the default

Complete states, secure boundaries, structured code - the bar is what a professional agency would ship.

Every file is yours to open

Browse the whole project - frontend, backend, configuration - and edit directly in the built-in editor.

Developers are welcome

Invite your developer with the right role, or export the project code and files. Nothing is trapped in Playcode.

For teams and organizations

Share it like you share a doc

Playcode is built for organizations, not just solo builders. Workspaces hold your projects, people, and billing; roles and teams decide exactly who sees what.

Workspaces with their own billing

Create a workspace per company, client, or department - each with its own members, projects, and subscription.

Three clear roles

Admins manage, editors build, viewers watch. Set roles on the whole workspace, on a team, or on a single project.

Teams that scope access

Group people into teams and give each team its own projects - or a whole folder of them. Private projects stay private, even inside a shared workspace.

Share outside the workspace

Send a project to any email - a client, a contractor - with exactly the access you choose. No extra seat needed.

Share "Inventory tracker"
Acme Ops workspace
Private
client@partner.co
Editor Invite
Operations team
8 people
Editor
MK
Maya Kowalski
maya@acme.co
ADMIN
JR
Jon Reyes
jon@acme.co
EDITOR
LS
Lena Sato
lena@acme.co
VIEWER
Restricted - only people invited can open it
Real-time

Multiplayer by default

Work on one project together. Write in the same AI chat together. Every message, edit, and setting is fully synchronized - live, for everyone, on every device.

acme-launch · Playcode
MKJR
Maya's laptop
Maya
Add a 'Book a call' button to the hero
Jon
And link it to our calendar, please
Playcode AIDone - button added to the hero and linked to your calendar.Preview updated
Describe the next change...
Jon's phone
Maya
Add a 'Book a call' button to the hero
Jon
And link it to our calendar, please
Playcode AIDone - button added to the hero and linked to your calendar.
Message...
Already there. No refresh.

Same project, same moment

Everyone works in the project at the same time - even in the code editor - without lock-outs or "who has the latest version".

Every device

Start on the laptop, check from your phone: the same live state follows you everywhere you sign in.

Nothing to refresh

Changes arrive over a live connection the instant they happen. Reloading the page is a habit you can drop.

Feels instant

It never makes you wait

Instant

Every click applies immediately on your device. Syncing happens behind you, not in front of you.

Offline

Connection dropped? Your changes queue locally and replay the moment you are back.

Reload-proof

The queue survives closing the tab. Nothing you did is lost while you are away.

Real People. Real Websites Built with AI.

"I built my entire portfolio site in 20 minutes. My clients think I hired a designer. Already got 3 new inquiries this month."
Marcus T. · Freelance Graphic Designer, Austin TX
"We switched from Wix to Playcode. The AI actually understands what we need instead of giving us cookie-cutter templates. Saved us thousands."
Sarah Chen · Owner, Bloom & Petal Floristry
"I update my property listings from my phone while showing apartments. Clients are impressed when I tell them I built the site myself."
David Morales · Real Estate Agent, Miami FL

Simple Pricing

Start small. Upgrade when you're ready.

Starter

$0to start

Try the AI website builder and see results

  • AI credits included to start
  • Publish your site instantly
  • Subdomain included
  • Website hosting included
  • No credit card required
Get Started

Pro

Most Popular
$21/month

Everything you need to build

  • 100 AI credits/month
  • All AI models (12+)
  • Visual editing
  • Custom domains
  • Website hosting included
  • Export your code anytime
  • Private projects
  • Unlimited collaborators
Start Building

Cancel anytime. No hidden fees.

How credits work

Credits are used when AI helps you. Simple edits cost less, complex features cost more.

  • "Change button color" ~0.3-0.5 credits
  • "Add a contact page" ~2-3 credits
  • "Build full landing page" ~5-10 credits

Most users never run out. 100 credits = lots of building.

Client Portal Builder Questions

Yes. Describe the client accounts, project records, document states, requests, roles, and operator actions in plain English. Playcode builds the project as real code while you guide changes through chat and visual editing. Review and test every private path before inviting real clients.

No native secure file vault is claimed here. A portal can use Playcode persistent file storage within current plan limits or a separately configured external provider. In both cases, define server-side authorization, upload validation, retention, download behavior, and recovery for the exact workflow.

Every protected server request should resolve the signed-in identity, active client membership, record tenant, and requested action before returning or changing data. Test the same project and document IDs across two ordinary accounts and while signed out.

The portal can include upload and download workflows. Validate file type, size, filename handling, client scope, storage result, and retention on the server. Authorize each download at request time and do not treat a long-lived file URL as permission.

It can connect to an email provider through its API or SMTP path when you supply the provider account, plan, and server-side credentials. Save the client request first, then track notification delivery separately so an outage does not lose or duplicate the record.

A payment flow requires a separate provider account, plan, credentials, API or checkout path, signed webhook verification, and reconciliation rules. This page does not claim native payments or a tested provider integration. Build the project and authorization workflow first, then add payment only when needed.

Record stable actor, client, project or request IDs, the allowed transition, timestamp, and bounded reason code. Keep credentials, invite tokens, document contents, private descriptions, and full personal payloads out of routine logs and generated screenshots.

The project code can be exported. Treat source-code export, client-record export, file handoff, and whole-app recovery as separate contracts. Confirm the exact data and document migration path before relying on code export as a complete portal backup.

Still have questions? Contact us

Choose the Next Page for Your Portal

Internal Tools Builder Build the protected operator workspace for support, state corrections, audit review, and exceptions.How to Create a Client Portal Follow the tenant, invitation, project, document, request, test, privacy, and recovery guide.All Playcode Builders Compare app, website, bot, and business-workflow paths.Membership Website Builder Build broader membership, invitation, and protected-content access around the portal.AI CRM Builder Connect client records and requests to an owned operating workflow.

Build the Client Portal You Can Explain and Test

Describe the client, project, document, request, and access rules. Playcode builds the first working version, and you can test each boundary before inviting customers.

An agency portal with projects, drafts, approvals, and client requests...Build My Client Portal

No credit card required. AI credits included.