Web Portal
Requirement Specifications for a Web Portal
We need a web portal for our users where they can upload files for our employees to process.
This portal will be dedicated to our TAX and Accounting Clients. They’ll upload their bills and invoices and then we work on them offline and upload them back again for their approval.
We need to create users for our clients and for our employees also. The permissions will be role specific.
So We’ll Need the following:
1. Admin Panel for super admin, where he can create logins for employees and clients as well. He can admin the whole site and its all modules.
2. User Login for our clients: Our Main client will be given admin privileges and he can create sub-users under him. Admin will have certain privileges, while his sub-users will be assigned privileges by the admin.
3. User login for employees: Our employees will be given a login and when they sign-in they can see their clients only.
4. We’ll have some folders for different types of files. Like we’ll have Bills, Invoices etc.
The client will upload all its files to an inbox named folder and not to any other folder. That means the users will have read/write permissions to inbox and read only permissions to other folders.
We take files from the inbox work on them and then move the files to their respective folder for approval.
5. When any file is uploaded the employee assigned to it should get a notification and when we change the status of the file, the user (client) should also get a notification for that a file is ready for approval.
6. We need a DashBoard for every user. In the dashboard( FrontPage) the user should see files for him.. Like an employee can see all the clients assigned to him, files uploaded in the inbox, files approved by the client etc.
7. We need the ability of viewing printing and exporting files.
8. Also we need to have the ability of changing status of files with color code, like file not processed, processed, approved etc.
9. We’ll also need to bill the clients to use this web portal. Main account will pay certain amount and certain for each sub-user. Clients can pay us offline and then we can change the membership status. Later on we’ll have a payment gateway but not right now.
These are the general specification but we’ll discuss more after getting in touch with you. Also we should be able to add modules to this project if we need further development from you.
Please send us examples of your work.
Happy Bidding!
