FinTech CRM Solution: Role-Based Access And ACL User Management
Overview
VendorVault, an online fintech solution, is tailored to assist vendors in accepting online payments across various channels. Our interactions primarily focused on their front-end developer portal and back-end management panel, accessible solely to admin users, including master and vendor admins. These users can log in and oversee responsibilities such as managing sub-admins, customers, sub-domains, white labeling, API documentation, access control, and other related functionalities.
Technical Stack
Industry
Fintech
Region
Australia
Project Size
Non- Disclosable
Highlights
Guide for CRM and Developer Portal
Sub-domain and White-Label Management
Management API Documentation and Testing Tool
User Management with Access Control
Challenges & Solutions
Access Control & Content Accessibility Based on Sub-Domains:
- Solution: Implemented an additional layer beyond standard user and role-based access control in CRM or back-office management, achieving enhanced privacy and sub-domain customization.
API Documentation and Testing Tool:
- Solution: Implemented backend API document management exclusively for a designated subdomain, with a user-friendly frontend API docs explorer and testing capabilities for format requirements.
User Management with ACL:
- Solution: Enhanced User access control using Access Control Lists (ACL), enabling users with comparable roles to access content authorized by their specific permissions.
White Labeling - Customizing Sub-Domains for a Tailored View:
- Solution: The sub-domain addition with white-labeling offered extensive frontend customization, allowing comprehensive re-branding of elements like URL, logo, theme colors, and overrideable CSS.
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Experience
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employees
Core Features
- White label and sub-domain administration
- Roles and access control management
- API documentation with sub-domain-based access control
- API testing utilizing dummy request and response format validation
- Developer portal theme customization linked to sub-domains
- Administration of admin, sub-admins, and customers
- CMS for additional pages and blog management
No. of Developers
01
Time Frame
June 2022 - December 2022
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