Membership

A workspace, not a newsletter.

Membership gives an organisation a signed-in workspace where its own projects, approvals, files and billing live in one place.

The experience

What a member sees.

The layout below is the interface direction set out in the brand specification. It is illustrative: it shows the structure and the information a member is given, not live data.

WellBridge AI Member workspace · Growth Partner
  • Overview
  • Projects
  • Approvals
  • Files
  • Sessions
  • Billing

Member overview

Active projects2
Approvals3
Support1
Website launch programme

Next: homepage design review · 68% complete

Illustrative interface

The panel above is a mock-up built from the design specification. Its figures are examples, not records of any real project.

Production requirements

What a real portal needs before it holds anything.

A member area is the point at which a website stops being a publication and starts holding other people's information. That changes what has to be built.

  • Server-side authentication, not a front-end passcode
  • Role-based permissions, so a member sees only what their role allows
  • Private file storage with access checks on every request
  • Audit logs recording who viewed, changed or approved what
  • Password recovery and account lifecycle handling
  • Documented privacy controls and a retention policy

None of these are optional, and none of them are front-end work. A portal launched without them is not a cheaper portal; it is an unsecured one.

Membership or portal?

They are not the same product.

Membership serves a group of people largely the same gated content at a given tier. A client portal serves a small number of organisations content that must be kept apart from each other.

The two share a login screen and almost nothing else, and choosing wrongly is expensive to undo. If each signed-in party sees material that must be hidden from the others, it is a portal.

Read the full comparison →
Getting in

Client login.

Members reach the workspace from the client login page. It opens for sign-in once there is a server behind it.

Next step

Talk about a member workspace.

Membership and portal work starts with the same question: who signs in, and what must each of them be unable to see?