01 · SaaS Products

Client Self-Service SaaS

A subscription product that lets client organisations carry out agreed tasks through their own accounts.

Several organisations may need the same self-service process under their own accounts and branding options. This product makes that process repeatable. It suits a validated task that customers can perform directly, with onboarding and support designed as part of the product rather than handled as bespoke projects.

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02

What it manages

The product can manage customer organisations, users, self-service requests and account settings. It is offered to several independent organisations, unlike a portal built only for one company's clients. Each organisation needs a defined boundary around its records and administration.

03

How it works in a business

An organisation opens an account and invites authorised users. Users complete the product's self-service workflow and review their records. Product support handles account issues through restricted access, while subscription changes affect the account under the agreed rules.

04

What SFn can customise

SFn can implement account onboarding, roles and the specified self-service process. Billing or external data connections depend on the product requirements. Isolation tests, recovery, customer exports and support permissions are needed before multiple organisations are onboarded.

05

Related & next step

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