Project background

The project consists of two parts: a client side and an administrative side. It was necessary to create a secure system in which each client can see only the pages and documents assigned to them. The platform needed to provide the ability to view materials, download PDF files, complete questionnaires, and centrally manage content.

Main project objectives

  • Create a closed platform for working with clients

    1

    Ensure personalized access to pages, documents, and questionnaires only for authorized users.

  • Organize a convenient structure of pages and materials

    2

    Implement the logic for creating personal and general pages with the ability to attach PDF files and questionnaires.

  • Automate interaction with documents and questionnaires

    3

    Provide clients with the ability to independently view materials, download documents, and complete questionnaires in their personal account.

  • Optimize overall system administration

    4

    Ensure full control over clients, pages, access rights, and document types through a user-friendly administrative panel.

Project stages

  • Stage 1

    Requirements and business logic analysis

    Defined client access scenarios, page structure, document types, and access control logic.

  • Stage 2

    System architecture design

    Developed a model of interaction between clients, pages, documents, and questionnaires with scalability in mind.

  • Stage 3

    Authorization system development

    Implemented registration, login functionality, and personalized access to pages according to user permissions.

  • Stage 4

    Client-side implementation

    Created a dashboard displaying a list of pages, with the ability to view materials, download PDF files, and complete questionnaires.

  • Stage 5

    Administrative panel development

    Configured management of clients, pages, document types, questionnaires, and access permissions.

  • Stage 6

    Notification system integration

    Prepared integration with an email service to send notifications to clients and administrators.

  • Stage 7

    Testing and launch

    Conducted verification of access scenarios, content display logic, and overall system stability prior to launch.

Client-side functionality

The client side is responsible for user authorization, viewing available pages, completing questionnaires, and downloading documents.

  • Registration and Authorization
  • Page List
  • Page View
  • Work with Documents
  • Questionnaires
  • The user completes registration and authorization within the system. After logging in, they receive access only to the pages assigned to them.

  • The dashboard displays a list of available pages with their titles, client names, and creation dates. Each page opens separately.

  • On the page, the user can complete questionnaires, download attached documents, and view the creation date and structure of materials.

  • The user can download attached PDF files. Documents are displayed with their status and date.

  • The system allows users to complete questionnaires directly within their account. Questionnaires can be linked to a specific page.

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Administrative Panel Functionality

The administrative panel allows management of clients, pages, documents, material types, and access permissions.

  • Client Management
  • Page Management
  • Document Management
  • Document Type Management
  • Questionnaire Management
  • Administrator Management
  • Notifications
  • The administrator can add and edit clients, as well as activate or deactivate access to the account.

  • Ability to create general pages for all users or personal pages for a specific client.

  • The administrator can attach PDF files to pages, as well as delete or update them.

  • The system supports various types of materials such as contracts, invoices, reports, and other documents.

  • The administrator can create questionnaires and link them to relevant pages.

  • The system allows the creation of multiple administrators with defined access permissions.

  • The system includes email notification functionality for clients and administrators. For this purpose, an email service (Mailgun or Brevo) is integrated.

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Results

The company received a secure closed system for centralized work with clients and documents.

  • 100 %

    Personalized access to information has been ensured.

  • 100 %

    The process of uploading and updating documents has been simplified.

  • 95 %

    Administration is carried out without the involvement of developers.

  • 100 %

    The platform is ready for further functional expansion.

Technologies Used

To implement the project, we used a modern technology stack focused on stability and scalability:

  • Backend

    PHP 8.3, framework Symfony 6.4 (LTS)

  • Database

    MySQL 8

  • Server infrastructure

    Linux Ubuntu 22.04

  • Web server

    Nginx

Support

Skylex is the official technical partner of the project and is responsible for the full development cycle, technical support, and further scaling of the website. We ensure stable website operation, implement new functionality, and respond promptly to business needs.

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