Back 9 Setup Starter
A secure client login foundation for the Back 9 portal
This starter is built for a separate client portal, not the internal Back 9 CRM. Use it as the beginning of portal access for dashboard, benefits, organizer, annual reviews, family invitations, and partner offers.
Login shape
- Invite-only clients
- No public sign-up on the public site
- Separate portal from CRM staff login
- Hosted auth flow instead of homemade identity code
Day-one portal areas
- Client Dashboard
- My Benefits
- Organizer / Vault
- Educational Updates
- Annual Review Request
- Family Access
Next implementation work
- Connect signed-in user to Back 9 household data
- Add role checks for family/member/staff
- Add invite workflow
- Add consent and acknowledgment tracking after login