The portals our customers run on Gateway today. Each archetype is a different audience and a different access rule — but all built on the same Gateway deployment, the same connector model, the same managed stack.
Archetype 01
SalesforceWhere your customers see their cases, orders, invoices, and shipments — without an internal Salesforce license.
Who uses it
Existing customers, channel buyers, end users
Access rule
Active Contacts on the customer Account
Mocked views
Common industries
B2B Distribution · Manufacturing · Professional Services · SaaS
Archetype 02
SalesforceWhere your channel partners log deals, see commissions, and pull MDF — co-selling without giving them seats.
Who uses it
Resellers, distributors, agents
Access rule
Approved partner Contacts on a partner Account
Mocked views
Common industries
B2B Distribution · Manufacturing · Financial Services
Archetype 03
SAPWhere your authorized dealers place orders, track stock, and pull warranty info — directly into ERP.
Who uses it
Authorized dealers, franchisees
Access rule
Active dealer accounts on the channel network
Mocked views
Common industries
Manufacturing · Construction · Food & Beverage · Property Management
Archetype 04
MixedWhere your field crews and dispatchers pick up assigned work, log completion, and capture customer signatures.
Who uses it
Field technicians, route drivers, dispatchers
Access rule
Active employees with the field-tech role
Mocked views
Common industries
Construction · Property Management · Distribution · Healthcare (home care)
Archetype 05
SalesforceWhere your nonprofit members, donors, or association attendees manage their membership and engagement.
Who uses it
Members, donors, volunteers, registrants
Access rule
Active members on a current membership term
Mocked views
Common industries
Nonprofit · Associations · Higher Education
Archetype 06
SalesforceWhere patients or plan members see claims, authorizations, and benefits — wired into Salesforce Health Cloud.
Who uses it
Patients, plan members, caregivers
Access rule
Active members on an in-force plan
Mocked views
Common industries
Healthcare · Specialty Pharmacy · Health Plans
Yours doesn’t fit?
These six are the most common patterns; they aren’t the only ones. If your portal sits at a different audience, a different system of record, or a different access rule, that’s a configuration — not a custom build.
Thirty minutes. We name the access rule, list the connectors and views, and quote a path to live.