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Does the Portal operate as a B2B or B2C system?

Short answer is “Whatever your business model demands.”

  1. 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.
  2. 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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