Broker & Partner Portal
External access where each partner sees only their own book.
The situation
Partners need to submit and track their own business, and every external door must pass a security review. Tenant isolation makes it a two-quarter build, because getting it wrong once is worse than not shipping.
What you end up with
- Authentication and tenant isolation built in
- Per-partner visibility with no shared surface
- Access changes that take effect immediately
As an xApp
Gives each external partner a signed-in view of their own book and nothing else, on the same backend your internal team works in.
- Replaces
- Partner portal and extranet subscriptions
- Application type
- External Portal
- Typically live in
- 3-5 weeks
- An estimate from this starting point, not a quote.
Out of the box
You set up a partner organization, and the partner manages its own users without raising tickets with you. Isolation is enforced on the server, so nobody reaches another partner's records by editing a link. Partners submit, track and exchange documents where your team works, so there is no second system to reconcile. Removed access ends at once, not at the next sync.
- Partner organizations with their own users
- Tenant isolation enforced on the server
- Submission and tracking for partner business
- Document exchange per partner
- Access changes that take effect immediately
What typically gets tailored
Partner organizations, server-side isolation and document exchange are built and have passed security review. That is the two-quarter part elsewhere, done before your build starts. What is left is your partner hierarchy, what each tier can do, and the identity provider your partners already sign in with.
- Your partner hierarchy and commission model
- What each partner tier can see and do
- Your identity provider or single sign-on
- Per-partner branding where it is required
Frequently asked questions
The BuildPad Broker & Partner Portal template is a production-ready application that gives each external partner a signed-in view of their own book and nothing else, on the same backend your internal team works in. It is a working application rather than a scaffold, and a build starts from it and is tailored to your data, your processes and your rules.
Want this one tailored to you?
We shape this application to your data, process and rules.