PROFILES, NOTES & CLIENT PORTAL
RICH PROFILES.
SHARED NOTES.
CLIENT ACCESS.
EVERY ENTITY IN SMBSERVICES HAS A STRUCTURED PROFILE, A CUSTOM ATTRIBUTE STORE, A COLLABORATIVE NOTE LOG, AND A CLIENT-FACING PORTAL — ACROSS USERS, BUSINESSES, CLIENTS, AND PRODUCTS.
PROFILE
DOCUMENTS
LOGS
SETTINGS
EMAIL
FIRST NAME
JEAN✓
LAST NAME
LOUIS✓
ROLE
ADMIN✓
LANGUAGE
FRENCH✓
4
ENTITY TYPES
∞
ATTRIBUTES
2-WAY
NOTES
PORTAL
CLIENT ACCESS
STRUCTURED PROFILES
ONE CONSISTENT PROFILE STRUCTURE ACROSS EVERY ENTITY
USERS, BUSINESSES, CLIENTS, AND PRODUCTS EACH HAVE A STRUCTURED PROFILE — NAME, CONTACT DETAILS, ADDRESS, LANGUAGE, ROLE, AND MORE — WITH INLINE VALIDATION, LANGUAGE PREFERENCE, AND A CLEAR RESET / UPDATE WORKFLOW. EVERY PROFILE FOLLOWS THE SAME TABBED LAYOUT FOR FAMILIARITY.
👤 USERS
🧑💼 CLIENTS
🏢 BUSINESSES
📦 PRODUCTS
- CONSISTENT TABBED LAYOUT: PROFILE, DOCUMENTS, LOGS, SETTINGS, EMAIL
- INLINE FIELD VALIDATION WITH LIVE CHECKMARKS
- LANGUAGE PREFERENCE PER ENTITY (FRENCH / ENGLISH)
- LAST LOGIN, ACTIVATION TOKEN, AND SESSION DATA FOR USERS
- ADD NOTE SHORTCUT AVAILABLE FROM THE PROFILE BANNER
PROFILE
DOCUMENTS
LOGS
SETTINGS
EMAIL
PROFILE
LAST LOGIN
2026-04-23
ROLE
ADMIN
FIRST NAME
JEAN
LAST NAME
LOUIS
LANGUAGE
FRENCH
PROVINCE
QUEBEC
RESET
UPDATE
+ATTRIBUTES
API KEY
●●●●●●●●●●
✎
✕
PORTAL PASSWORD
●●●●●●●●●●
✎
◉
✕
ACCOUNT REF
4519036800389991
✎
✕
WIFI PASSWORD
●●●●●●●●●●
✎
◉
✕
SERVICE TOKEN
●●●●●●●●●●
✎
◉
✕
CUSTOM ATTRIBUTES STORE ANY VALUE— PLAIN TEXT, MASKED SECRETS, API KEYS, ACCOUNT REFERENCES, PASSWORDS. MASKED VALUES REQUIRE AN EXPLICIT REVEAL ACTION TO VIEW.
NOTES, LOGS & CLIENT PORTAL
A SHARED NOTE LOG WITH DELIBERATE VISIBILITY RULES
EVERY PROFILE HAS A TIMESTAMPED LOG WHERE ADMIN USERS CAN WRITE NOTES FOR CLIENTS TO READ, AND CLIENTS CAN WRITE NOTES BACK. THE RULES ARE INTENTIONAL — CLIENTS OWN THEIR NOTES. ADMIN USERS CAN EDIT THEIR OWN ENTRIES BUT CANNOT DELETE NOTES WRITTEN BY CLIENTS.
YOUR CLIENTS HAVE A VOICE. THEIR NOTES STAY ON RECORD — THEY CANNOT BE ERASED BY YOUR TEAM.
ADMIN / USERS
- WRITE NOTES ON ANY PROFILE
- NOTES VISIBLE TO THE CLIENT
- EDIT THEIR OWN NOTES
- DELETE THEIR OWN NOTES
- CANNOT DELETE CLIENT NOTES
CLIENTS
- VIEW ADMIN NOTES ON THEIR PROFILE
- WRITE THEIR OWN NOTES
- VIEW THEIR OWN FILES
- UPLOAD FILES FOR ADMIN REVIEW
- CANNOT SEE OTHER CLIENTS
LOGS
G
✎
✕
ANNUAL CONTRACT REVIEWED AND RENEWED. WEB HOSTING PLAN UPGRADED TO INCLUDE OFFSITE BACKUP.
LAST MODIFIED 2026-01-15 14:32:00
C
🔒
PLEASE ADD A SECOND EMAIL TO RECEIVE INVOICE COPIES GOING FORWARD.
LAST MODIFIED 2026-02-03 09:11:00
G
✎
✕
SECOND INVOICE EMAIL ADDED TO PROFILE. CLIENT NOTIFIED BY EMAIL.
LAST MODIFIED 2026-03-10 11:20:00
SHOW MORE (7 OF 7)
NOTES
MY FILES
FROM: ADMIN
1 MONTH AGO
SECOND INVOICE EMAIL ADDED TO PROFILE. CLIENT NOTIFIED.
FROM: YOU
2 MONTHS AGO
PLEASE ADD A SECOND EMAIL FOR INVOICE COPIES.
INVOICE Q1 2026.PDF
320 KB
SERVICE AGREEMENT.DOCX
88 KB
⬆ UPLOAD A FILE FOR YOUR ADMIN TEAM
EVERYTHING YOU NEED
BUILT FOR THE FULL RELATIONSHIP — NOT JUST THE TRANSACTION
UNIVERSAL PROFILE STRUCTURE
THE SAME TABBED LAYOUT — PROFILE, DOCUMENTS, LOGS, SETTINGS, EMAIL — APPLIES CONSISTENTLY TO USERS, BUSINESSES, CLIENTS, AND PRODUCTS.
CUSTOM ATTRIBUTE STORE
ADD ANY KEY-VALUE PAIR TO ANY ENTITY — PLAIN TEXT OR MASKED SECRET. API KEYS, PASSWORDS, ACCOUNT REFERENCES, OR ANYTHING YOUR WORKFLOW NEEDS.
TIMESTAMPED NOTE LOGS
EVERY NOTE IS STAMPED, ATTRIBUTED TO ITS AUTHOR, AND SHOWS A LAST MODIFIED TIMESTAMP. NOTES ACCUMULATE A COMPLETE, AUDITABLE HISTORY OF EVERY INTERACTION.
CLIENT PORTAL ACCESS
CLIENTS LOG IN TO A DEDICATED PORTAL TO VIEW THEIR NOTES, BROWSE FILES SHARED WITH THEM, AND UPLOAD DOCUMENTS DIRECTLY TO THEIR ADMIN TEAM.
PROTECTED CLIENT NOTES
NOTES WRITTEN BY CLIENTS CANNOT BE DELETED BY ADMIN USERS. CLIENT FEEDBACK AND REQUESTS STAY PERMANENTLY ON RECORD — EXACTLY AS WRITTEN.
MASKED SECRET STORAGE
SENSITIVE ATTRIBUTES ARE STORED MASKED BY DEFAULT. A DELIBERATE REVEAL ACTION IS REQUIRED TO VIEW THE VALUE — PROTECTING CREDENTIALS STORED ALONGSIDE PROFILES.
