CUSTOMER PORTAL SCOPE WORKSHEET
BringPak | 15 October 2026 | https://www.bringpak.com

Use with any provider. Edit locally; this worksheet submits no information.
Use synthetic records. Do not include passwords or customer documents.

1. CUSTOMER TASK
What does the customer need to find, request or decide?
Which repeated staff conversation does this support?
What stays on the public website?
First release; excluded features:

2. RECORD AND ACCESS MATRIX (copy per record type)
Record type; owner; authoritative system:
Customer can read / upload / change / approve / export:
Assigned staff can:
Administrator can:
Access for additional colleagues from one customer business:
Who grants and removes access:
What happens when staff assignments change:

3. DOCUMENT OR APPROVAL JOURNEY
Draft creator; reviewer; authorised decision maker:
Version reference; status meanings:
What is recorded when a decision is made:
What happens to approval after a revision:
File types, limits, visibility and retention responsibility:
Notification recipient; content permitted in notification:

4. PROPOSED ACCEPTANCE CHECKS (synthetic data only)
Can customer A open customer B's record, file, search result or export?
Does a removed user's old file link still grant access?
Can a former staff member or expired invitation regain access?
Does repeating a request create an unintended duplicate?
Is approval attached to the correct version?
Are failed uploads and undelivered notifications visible to staff?
For each: expected / observed / evidence / issue owner / next check.

5. OPERATIONS AND QUOTE
Existing platform considered; reason for custom scope:
Supported integration access; dependencies still unconfirmed:
Setup scope; hosting; storage; messaging; support; other subscriptions:
Account owners; exports; recovery responsibility:
Support hours; initial response expectation; incident contact:
Staff training; handover; access-removal procedure:
Acceptance owner and decision date:

Planning aid, not a security certification or contractual approval mechanism.
Guide: https://www.bringpak.com/services/customer-portals