Customer portal — product brief

Leadership wants a self-serve customer portal shipped as one initiative. The request, as handed down:

• Customers sign in with email/password or company SSO and manage their account and team members.
• Customers pick a plan, enter payment details, and receive monthly invoices; plan changes prorate.
• Customers get email notifications for invoices, payment failures, and team invitations; enterprise customers can register webhooks for the same events.
• Admins see a usage dashboard: seats, API calls, and spend per month.

Constraints gathered so far:

• Billing must know who the customer is, so it depends on account data.
• Notifications fire on billing and account events.
• The dashboard reads from billing and notification delivery records.
• The four areas have different reviewers: platform owns accounts, finance owns billing, and growth owns notifications and the dashboard.
• Each area should be shippable and verifiable on its own; finance wants to sign off on billing without waiting for the dashboard.