Project Challenge
The client required a private (non-public) portal with strict access control and a very lightweight user experience. Key constraints included:
- No public eCommerce flow or payment gateway — order intake by professionals only.
- Simple, fast registration/approval workflow for verified organisations (file uploads, licence IDs).
- Secure downloadable resources restricted to approved users.
- Low maintenance overhead and easy admin controls for documents, user approvals, and tracking (email + Google Sheet integration).
CnEL India’s Solution
CnEL India proposed and implemented a focused, pragmatic solution that matched the brief exactly — prioritising security, speed and simplicity.
Core approach
- Minimalist public entry page: “Professional Access Portal” homepage with clear CTAs — Request Access & Login to Portal — no marketing clutter or unnecessary animations.
- Lightweight registration: A compact Request Access form (custom or Google Form where preferred) capturing organisation details, licence/certification ID and a PDF upload; submissions emailed to admin and optionally logged to Google Sheets for audit and tracking.
- Admin-driven access control: Manual verification and approval workflow to ensure only authorised professionals gain entry.
- Secure members area: Authenticated sections — Place an Order and Downloadable Resources — restricted to approved users using secure, server-side session management and file-protection techniques.
- Simple order intake: Orders are sent to admin via email and logged in Google Sheets — no cart or payment complexity.
- Document management: Easy admin interface for adding/removing PDFs (product sheets, certificates, safety data, FAQs).
Features Delivered
- Homepage with welcome, About Us, and two CTAs: Request Access & Login to Portal.
- Request Access page with required fields (organisation, contact, licence ID, PDF upload, confirmation checkbox) and email + optional Google Sheet logging.
- Thank You page confirming review timeframe: “We’ll review your details and respond within 1–2 business days.”
- Login & Forgot Password — secure access only for approved users.
- Place an Order (members only) — lightweight order form with product dropdown, quantity, recipient initials, authorising professional, address, urgency, notes; emailed to admin and logged to a tracking sheet.
- Downloadable Resources (members only) — secure PDF library with admin-managed uploads and version control notes.
- Contact / Support page with support email and an FAQ covering registration, ordering, and support response expectations.
- Admin Handover documentation including: how to approve users, update documents, export logs, and basic troubleshooting.
Security & Privacy
- Server-side authentication with secure password reset flow.
- Access control enforced at application level — direct file URLs protected and only served to authenticated users.
- File upload restricted to PDF with file-size limits and antivirus scanning recommendations as an optional add-on.
- Data export and logs (Google Sheet) limited to admin users; email notifications for new registrations and orders configured for timely action.
Admin Capabilities
- Manual user approval and role assignment.
- Simple interface to upload, replace, or archive downloadable PDFs.
- Email alerts for new registrations and orders; optional automated logging to Google Sheets for audit trails.
- Concise handover documentation and a short training session to onboard the admin team.
Results & Benefits
- Fast onboarding: Lightweight forms and manual approval reduced verification friction while maintaining compliance.
- Low overhead: No shopping cart or payment integration, keeping the system performant and simple to maintain.
- Secure resource access: Professionals can reliably access the documents they need without exposing files to the public web.
- Clear audit trail: Email + Google Sheet logging provides simple tracking for registrations and orders.
Client Testimonial
“CnEL India delivered exactly what we needed: a fast, secure portal that makes it easy for verified professionals to access critical resources and place orders. Their pragmatic approach — prioritising functionality and security over bells and whistles — meant we launched quickly and with confidence. The admin handover was crisp and the team remains responsive to follow-up questions. Highly recommended.”
Deliverables
- Fully functioning Professional Access Portal with secure login.
- Request Access and Order forms (configurable as Google Forms or custom-built forms).
- Secure Documents area with admin upload capabilities.
- Email notifications and optional Google Sheet integration for tracking.
- Admin handover documentation and basic training session.
- Optional maintenance & update quote available on request.
Typical Quote & Timeline (example)
Note: final fixed-price quotes are provided after scoping call and confirmation of branding/content assets.
- Estimated fixed-price range: Competitive fixed bids typically depending on chosen stack and integrations. (A formal fixed quote will be supplied after brief scoping.)
- Estimated timeline: 2–4 weeks from kickoff for a standard implementation (requirements and final branding to be supplied at start).
- Optional costs: third-party plugin licences or hosting costs (if applicable) will be listed in the final quote.
Why CnEL India?
- Pragmatic product focus: We build portals that do the job — fast, secure, and maintainable.
- Experience with form-based, access-controlled systems: Proven patterns for manual verification, Google Sheet logging and low-friction UX for professionals.
- Clear handover: We deliver documentation and training so your team can manage users and documents post-launch.
- Responsive support: Quick follow-up and optional maintenance plans to keep your portal current and secure.
