
Portal for business
- or -
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- Proposals: 42
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- #4523037
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Description
Nasar S.
100% (5)New Proposal
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Hi Nasar,
Will the portal have different user roles or permissions, or will all users have the same access?
Happy to discuss. -

Could you share the current tech stack and roughly how many screens/forms are involved so we can confirm the scope before starting?
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- What types of material records and operational data will the portal manage? Could you clarify the main record types, their fields, relationships, and whether users need to create, edit, delete, search, or filter these records?
- How should the dashboard and operational data be presented? What key information should users see immediately after logging in, such as totals, pending items, recent activity, financial data, or performance metrics?
- What is the required workflow for generating reports and invoices? Should users generate reports/invoices from individual records, selected multiple records, or predefined date ranges?