Development of a client’s personal account and B2B portal

What can the client decide without correspondence?

A personal account is useful when customers regularly ask for the status of an order, a copy of an invoice, a document or the remaining limit. It's worth starting with a few of the most common requests, and not with a huge portal. If a client logs in once a year, a convenient link to a document can solve the problem easier than a new registration.

A B2B account differs from a regular account: there are several users within one company. The manager sees all the orders of the organization, the accountant receives invoices, and the department employee creates orders within the limit. These roles must be described before development, otherwise the account will turn into a general login without control.

Modules of the first version

• Login and restore access. The user understands how to get into the system and who to contact when changing employees.
• Orders. Status, change history, person responsible and documents for a specific order.
• Finance. Invoices and actual payments from the agreed source, without duplicating accounting.
• Appeals. The question is related to the order and has a status, and is not lost in the manager’s personal mail.
• Organization profile. Details, employees and access rules.

How to connect your account with CRM and accounting

For each field, we select a source: the status comes from CRM, the invoice from accounting, and the client’s comment is saved in the request system. The interface should not show “paid” just because the visitor returned from the payment page. The financial status is confirmed by the server according to an agreed upon process.

If the integration is temporarily unavailable, the account shows the date of the last update and a clear status. The client's request is saved for processing rather than disappearing when the tab is closed. Files are issued with rights verification: guessing the address of a document should not open someone else's account.

What will we check at the reception?

1. An employee of Company A does not receive an order from Company B through a spoofed address or identifier.
2. The accountant downloads permitted documents, but does not change user rights.
3. A terminated employee loses access after being disconnected.
4. Resubmitting an application does not create several identical orders.
5. The office reports outdated data when the external system fails.
6. Forms, tables and documents are accessible from your phone.

Price and materials for evaluation

Direction internal services starts Quote on request. An account with multiple roles and integration is rated based on the number of scenarios and available APIs. We separately discuss hosting, maintenance and transfer of existing users.

For the prototype, we need examples of orders and documents without personal data, a list of roles and answers to two questions: what does the client most often ask the manager and what can he do himself? If the account sells a subscription to its own service, this is already a related task SaaS development.