Technologies: .NET MVC, Vue.js, Node.js
Software/Tools: Visual Studio/SQL Server
Solution Type: Custom Software Development
Industry: Storage Rental Insurance
Client Challenge:
Client needed ability to run reports ad-hoc from a webpage, while setting specified user permissions.
Solution:
Theoris developed an application that allows the client to generate ad hoc reports on the web and download them as PDFs or Excel spreadsheets. The team prioritized the client’s security by creating custom permissions, enabling different types of users to view data on the dashboard securely.
The reporting dashboard is web based and allows users to access the website anywhere that is convenient with a login. This is beneficial for our client as users are countrywide.
We created an administrative screen that allows the client to easily set up permissions for users. It also allows changing permissions as necessary with the click of a button. The permission layers allowed client operators to view only data relevant to them, maintaining trust between client operators. The user can set permissions to ALL with a drop-down option to easily add other administrators without selecting each individual instance.
By updating the old version of the reporting dashboard, when a screen is updated after a save the site automatically refreshes allowing the user to see changes take immediate effect. The client can now easily review access permissions, generate reports and allow their clients access relevant data without concern of confidential data being visible to unauthorized users.
Result:
- Allowed for client to manage permission access for users on the site.
- Improved accessibility to request rental insurance information across the variety of users.
- Reduced the time the client would spend generating reports for operators that could not access reports previously.
- Allowed for client to retain existing systems which are used for payment processing and reporting. Cost effectiveness.
Enhance your workflow with customized software solutions built for you!
Ready to streamline your operations with secure, user-friendly software? Our team can help you build custom solutions that give you full control over your data and permissions, just like we did for our storage rental insurance client. Let’s discuss how we can tailor a solution for you.