devmaruf / akij-takaful-frontend

Akij takaful frontend admin panel

Akij Takaful Life Insurance PLG

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Installation

1. Clone repository

https://github.com/WorkFortBD/akij-takaful-frontend.git

2. Go to the folder

cd akij-takaful-frontend

3. Install Node packages

npm i

4. Run Local server with development change watching...

npm run dev

5. Open browser

http://localhost:3000

How to use the System

Login, Authentication

1. Login With Username, Password and OTP [This is for All User (Super Admin, Bank Admin, Bank User, Akij Takaful User, Proposer)]
2. User can reset his password via Email or phone (Incoming feature)
3. There should be some default Designations and Roles

Bank & branch Enlist

1. Admin can create new Bank
   • If selected from default banks, then all of the branches will also be enlisted.
   • Otherwise, just create the bank.
2. For otherwise case, means only one bank is added,
   • User will create branch manually for this bank.

Product & Rate Management

1. Can add some products from configuration
   • Can add rate in bulk according to given CSV

Banca Manager / Officer Management

1. Create new Admin for a bank.
   • Select bank,
   • By default all branch for Bank admin
   • Password auto generated
   • Send Username and password in email / phone
2. Also can create normal agents with some specific branch permission
3. Try login with Banca Admin credential

Banca Admin Features

1. Can create new Agent with specific branch permission

Bank agent features

1. Can Login
2. Proposal Enlist
3. Worksheet list
4. New Worksheet
   • Click on New Worksheet
   • Under the hood, a proposal would be created for him.