SuiteDash Client Portal Setup

I am looking for a SuiteDash specialist to design and implement a client-facing portal for a corporate relocation service company. This portal will be the central hub for employees, managers, vendors, and our internal team to track and coordinate relocations.

The project involves setting up custom dashboards, workflows, and role permissions within SuiteDash (THRIVE plan). Payments will not be processed through the portal — all financial transactions occur directly between clients and vendors.

Scope of Work

Role & Permission Setup:

Relocatee (employee being moved)

Manager (corporate contact overseeing moves)

Vendor (moving companies, housing, auto transport)

Internal Staff

Dashboard Design:

Relocatee dashboard with progress arc, upcoming steps, approved quotes, and communication tools.

Manager dashboard with KPIs (time to quote, vendor performance, satisfaction).

Vendor dashboard to submit documents, upload quotes, and update status.

Internal team dashboard for full workflow management.

Workflow Setup:

Relocation journey template (intake → vendor quotes → approvals → outside payment → completion).

Vendor onboarding forms (licenses, insurance, W9, etc.).

Quote templates with standardized line items and SLA terms.

Messaging/chat setup within SuiteDash.

Scheduling setup for meetings/inspections.

Testing & Training:

Ensure proper visibility by role (no data leakage).

Provide short documentation/training for my team to manage the portal going forward.

Requirements

Proven experience setting up SuiteDash portals (please provide examples).

Strong understanding of role/permission configuration.

Ability to create clean, intuitive dashboards.

Experience in service businesses (bonus: relocation, HR, or logistics).

Deliverables

Fully functional pilot portal (1 relocation journey, 3 vendor categories).

Role-based dashboards configured.

Documentation/training session.