I would like to create a Client Portal that can be accessed through a website that would be encrypted for security as sensitive document will be stored here.
Please view the PDF I have included with this proposal
It would start with a basic website to access the storage on a server and a Master Admin Account (See A1 on map)
This would control all business accounts. (See A2 on map)
Each business would have there own personal site that branches off from the Master admin account page, this would be their logon page. (See A3 on map)
When a business logs into their Admin page this is where they will be able to create new clients, upload documents/pdfs/spreadsheets. (see A4 on map)
Once a client file has been created an email with the login is sent and a separate email with the password will be sent to the client, if this is automated that would be good but not essential at first, the client will then be able to login to retrieve documents from their own personal portal (See A5 on map)
In addition Some clients will require Clients to be grouped and so the ability to group clients should be incorporated into the system, not at first but
this should be kept in mind (See A6 on map)
Also files that are added by the business admin account will need linking to an automatic noreply email that will inform the
client that a new document has neen uploaded, this will not be required from the start but may be added later
I would like to keep all Business' separate, They can be on the same File Server but Business A should not be able
to see Business B and both should be accessed by a separate website maybe pointing to each business or they could be on the same website with just a different address e.g.
[login to view URL]
[login to view URL]
These links would then be given to the business to add to their site
Each business would have their own portal underneath the main Admin Each client would have their own login and password and access a store folder that would generally contain pdfs word documents and excel spreadsheets, nothing to large
I would need this for about 100 Logons when it is ready to go live and may need more encrypted sites creating for other clients I have in the future.
Multiple people will need to login to upload file so a lock out if someone is already logged into a client file should be put in place (ie two people can login
but cant change a client folder that someone is uploading to, it would be rare but may happen from time to time.
This system will require space rented from a server that could then store folders that contain documents I would then need a white label setup so I can then sell
this to different businesses, this would essentially be a front end that would have the business logo. underneath remaining the same system
This system would be a bespoke setup rather than jumping onto an existing system
First off would be a test site for 1 Master Login One Business login with 5 Client Logins
Rent space from server
Create Master Admin Page
Create Business login and password for admin accounts to create client accounts
online folder (with sub folders) access to download/print documents/pdfs from
Portal created will need to carry logos and branding of Clients
Admin accounts given ability to group clients into separate folders
Link will be created on the Clients own website directing people to the portal
Clients will need to be able to add new logons and passwords as and when they need to
This system should be available in Mozilla Chrome and Safari
I understand that there would be server costs involved and can purchase space if need be.
I understand that there will be a monthly cost for the server, advise on price per Gig per month would be good
I understand there may be maintenance needed on a monthly basis maybe more frequently
Any questions please ask.
Hello my name is Roman. I represent Webcapitan team. I read your document and I have a couple of idea for you project. Let us discuss your project in the chat.