CRM · Employee portals

An employee portal that gives your team one place to work from.

An employee portal is a private, role-based workspace where staff see their tasks, schedules, documents, training material and internal requests. Site & Wire builds employee portals connected to your CRM and projects, with each person seeing only what their role allows.

Employee Portals

Typical features

01

My work

Assigned tasks, jobs and deadlines for the signed-in employee.

02

Documents and SOPs

Handbooks, procedures and forms kept current in one place.

03

Requests

Time-off, purchase and equipment requests with approvals.

04

Roles and permissions

Managers, staff and admins see different things.

Questions

Common questions

Is this the same as a client portal?
No. A client portal is for your customers; an employee portal is for your team. Many businesses use both, connected to the same system.
Can it work as a phone app?
Yes — see employee mobile apps.

Related

Connected services

Most projects combine more than one of these.

Next step

Tell us what you need built.

Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.