- Product
- Custom Portals
Powerful portals built around your processes.
Build secure, branded portals that digitise how clients, staff, or partners interact with your business. Structured forms, approvals, and data logic work behind the scenes.
Your process, without the PDFs.
Still relying on email chains, spreadsheets, or legacy portals that don’t fit your workflow? Exsited lets you deploy custom portals that mirror your actual business logic, including approvals, data capture, and PDFs, all in one place.
- Role-based access (e.g. client vs manager)
- Branded layout with custom fields
- Form-driven logic backed by real-time system data
What makes Exsited portals different
1. Multi-Role Access
Control who sees what by user, company, or account level
2. Custom Form Builders
Create structured data capture flows with validations and conditional logic
3. PDF Generation
Output downloadable documents from submitted data (e.g. declarations, certifications)
4. Sub-Account Visibility
Parent-child portal setups with cross-account permissions
5. Approval Workflows
Route submissions through multi-step logic (e.g. manager → compliance → finance)
6. Embedded Actions
Trigger syncs, create records, or notify staff when portal forms are submitted
Built for onboarding, compliance, and customer-facing processes.
Some portals are for self-service. Others power critical workflows. Exsited supports both.
- Client onboarding forms for health/compliance
- ICA55 export workflow with field validation + PDF output
- Internal approvals for job requests, quote submissions, or license renewals
- Partner portals with document upload + request tracking
Your portal. Your rules.
Whether we build it for you or you configure it yourself, Exsited portals adapt to your brand, data model, and user experience.
