Section 01 · Hero

🎬 Screen recording: portal dashboard navigation, document download, calendar updates

Planner portal

Your control center for every activation detail.

Manage timelines, approvals, staffing, compliance docs, communications, and recaps in one secure workspace built for experiential planners.

Request Live Demo Preview Compliance Pack

Layout: Portal hero with interface footage and dual CTAs.
Interaction: Video loops with overlay; CTAs animate on hover.
Mobile: Poster frame fallback and stacked CTAs.

Section 02 · Why Planners Love It

Single Source of Truth

Production calendar, deliverables, and notes synced to your workflow tools (Asana, Trello, Monday, Slack).

Frictionless Approvals

Approve flash, staffing, compliance, and comms templates inside the portal—no email chains required.

Live Status Visibility

Dashboards show permit progress, waiver counts, crew arrival times, and real-time queue metrics.

Layout: Three benefit cards introducing portal value.
Interaction: Cards highlight on hover with icon reveal.
Mobile: Cards stack with increased spacing.

Section 03 · Dashboard Preview

Command center

Everything you need lives on the dashboard.

Customize widgets based on your priorities—compliance deadlines, staffing roster, template downloads, or daily KPI summaries.

Widgets: Production calendar, compliance tracker, task assignments, queue metrics.
Controls: Drag-and-drop modules, filter by event, assign viewer permissions.
Alerts: Email, SMS, or Slack notifications for overdue tasks or approvals.

🖥️ PORTAL DASHBOARD PLACEHOLDER
planner-portal-dashboard.png
1920 × 1080

Layout: Copy + dashboard preview placeholder.
Interaction: Media converts to interactive Figma embed for demo.
Mobile: Media stacks above copy; checklist collapses optionally.

Section 04 · Core Modules

Production Calendar

Timeline with key milestones, owners, dependencies, and status tags syncable with your PM tools.

Milestone assignments
Dependency alerts
Export to PDF/ICS

Document Library

Central repository for contracts, permits, waivers, floor plans, brand assets, and hospitality playbooks.

Version history
Per-item permissions
Bulk download support

Staffing Roster

Meet the crew, confirm call times, view credentials, and track travel itineraries.

Role-based contacts
Credential status
Travel & lodging notes

Comms Center

Email and SMS templates, push notifications, and approval workflow for guest messaging.

Editable template library
Approval routing
Analytics on send performance

Layout: Four cards representing main portal modules.
Interaction: Hover reveals “View sample” link to teaser modal.
Mobile: Cards stack; checklists convert to bullet text.

Section 05 · Collaboration Features

Multi-tier Access

Different views for internal planners, clients, venues, and vendors with granular permissions.

Live Notifications

Receive Slack, email, or SMS alerts for approvals, uploads, or approaching deadlines.

Analytics & KPIs

Track waiver completion, queue timing, guest feedback, and aftercare follow-up rates.

Integrations

Connect to Asana, Trello, Monday, Google Drive, Dropbox, Slack, and HubSpot.

Layout: Four feature cards detailing collaboration tools.
Interaction: Cards present screenshot thumbnails on hover.
Mobile: Cards stack vertical.

Section 06 · Access Levels

User Type	Permissions	Approvals	Notifications
Planner (Owner)	Full edit, invite manage, integration management	Final approval on flash, staffing, comms	Email + Slack + SMS
Client Stakeholder	View, comment, approve selected modules	Optional flash & comms approval	Email digest + portal notifications
Venue Operations	Read-only access to compliance docs & schedules	N/A	Email for updates relevant to venue
LATP Crew	Access staffing details, schedules, run-of-show	N/A	SMS for call sheet updates

Layout: Table summarizing role-based access and notifications.
Interaction: Consider toggle to show/hide advanced roles.
Mobile: Table scrolls horizontally.

Section 07 · Security & Compliance

Secure Access

SSO support, two-factor authentication, and role-based permissions protect sensitive data.

Audit Trails

Every action logged with timestamp and user; exportable for compliance audits.

Data Residency

US-based encrypted servers; GDPR/CCPA compliant with optional EU storage.

Layout: Security cards emphasizing trust and compliance.
Interaction: Cards link to security whitepaper download.
Mobile: Cards stack with minimal padding.

Section 08 · CTA

Want portal access for your next activation?

Schedule a walkthrough and we’ll set up your portal, migrate assets, and align it with your team’s workflow in under 48 hours.

Request Portal Setup Preview Templates View Document Library

Layout: CTA panel encouraging demos and highlighting related resources.
Interaction: Primary CTA opens scheduling form with portal-specific questions.
Mobile: Buttons stack with 1rem spacing.