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White Label Hosting, Role-Based UI, and Admin Panel for FinCEN Advisors’ FilePro

Written By: NextGen Coding Company
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Task

FinCEN Advisors needed a customizable white-label hosting solution for their FilePro compliance platform, enabling enterprise clients to deploy the system under their own domain names while maintaining its core compliance management functionalities. The solution had to provide seamless integration with client infrastructures while allowing businesses to customize branding elements such as logos, color schemes, and UI layouts.

Additionally, the platform required dynamic role-based UI adjustments, ensuring that different user types—including Admins, CPAs, Team Members, Companies, and B2B Clients—had tailored dashboards and access to relevant features. To maintain control over security and system operations, a comprehensive admin panel was also required. This panel would allow administrators to manage users, permissions, system configurations, and compliance settings from a centralized dashboard.

To accomplish this, NextGen Coding Company implemented a scalable, flexible, and secure hosting architecture using Vercel for serverless hosting, Next.js for frontend development, and RBAC for role-based access control. The solution ensured that FilePro could adapt to enterprise branding needs while preserving data security and system integrity.

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Solution

NextGen Coding Company developed a robust white-label platform, complete with role-based UI management and a centralized admin panel to handle system configurations, user access, and branding customization.

White Label Hosting with Custom Branding

  • Custom domain support for white-label deployments
    • Integrated Vercel Custom Domains to allow clients to host FilePro on their own domains, ensuring a seamless branded experience while maintaining platform security.
    • Implemented a multi-tenant architecture, enabling multiple businesses to use FilePro under unique branding without affecting the core platform.
    • Ensured automatic SSL certification for all custom domains using Let’s Encrypt, maintaining secure HTTPS connections for all white-labeled instances.
  • Customizable branding options
    • Developed a white-label configuration dashboard, allowing businesses to modify logos, fonts, colors, and layout settings without requiring developer intervention.
    • Utilized Tailwind CSS to create dynamic themes, enabling instant branding adjustments across all UI components.
    • Allowed organizations to customize email templates for user notifications, ensuring consistent branding in automated communications.
  • Scalable and reliable hosting architecture
    • Deployed on Vercel, ensuring automatic scaling, low-latency access, and high uptime for all clients.
    • Used AWS S3 for secure document storage, ensuring compliance documents remain accessible, encrypted, and protected from unauthorized access.
    • Configured Cloudflare’s CDN to reduce latency, ensuring that users worldwide experienced fast page loads and document retrieval.

Dynamic Role-Based UI with Adaptive Dashboards

  • Role-based UI adjustments for a personalized user experience
    • Integrated RBAC to dynamically adjust UI elements, dashboard layouts, and feature visibility based on assigned user roles.
    • Designed unique dashboard experiences for:
      • Admins: Full system access, user management, billing controls, and compliance monitoring.
      • CPAs: Dedicated tax credit tracking tools and compliance reporting modules.
      • Team members: Access to assigned document processing workflows and compliance tracking dashboards.
      • B2B clients: High-level analytics and customized regulatory compliance insights.
  • Real-time UI adaptation without page reloads
    • Used React Context API and Zustand for global state management, allowing instant UI updates based on user roles without requiring a page refresh.
    • Implemented role-based navigation menus, ensuring users only saw relevant features while reducing UI clutter.
    • Leveraged NextAuth.js for secure authentication, ensuring that users only accessed data and tools authorized for their specific role.
  • Granular role-specific permissions and feature access
    • Integrated role-based API endpoints using tRPC to prevent unauthorized access to restricted features.
    • Developed dynamic feature toggles, allowing businesses to enable or disable certain modules based on their compliance needs.

Comprehensive Admin Panel for Centralized User and System Management

  • User management and access control
    • Built a dedicated admin panel that allowed organization administrators to manage user roles, permissions, and system-wide settings.
    • Implemented real-time activity logs, allowing admins to monitor user actions, detect security threats, and audit compliance-related activities.
    • Provided role delegation, allowing system admins to assign and modify permissions for users at an organizational level.
  • Configurable system settings
    • Designed a configuration dashboard where businesses could adjust compliance workflows, document approval processes, and audit logging settings based on their regulatory needs.
    • Allowed feature toggles, enabling companies to enable or disable specific platform functionalities without requiring technical expertise.
    • Integrated Google Workspace API for single sign-on (SSO) integration, making it easy for enterprise users to log in using their existing credentials.
  • Audit logs and compliance tracking
    • Implemented real-time audit logs to track all system modifications, user role assignments, and feature activations.
    • Allowed admins to export compliance activity reports using TanStack Table, helping organizations analyze role-based activity trends and optimize internal processes.
    • Integrated data encryption policies ensuring all stored logs and compliance reports met GDPR and CCPA regulatory standards.

Outcome

The white-label hosting solution, dynamic role-based UI, and advanced admin panel transformed FilePro into a highly scalable, customizable, and secure compliance platform.

Seamless white-label deployment and customization

  • Multi-tenant support enabled enterprise clients to host FilePro under their own branding, leading to a 35% increase in adoption among large-scale financial organizations.
  • Custom domain integration allowed businesses to deliver a fully branded compliance experience, improving user trust and platform engagement.

Optimized role-based user experience

  • RBAC-driven UI adjustments reduced feature overload by 50%, leading to improved user engagement and more efficient workflows.
  • Adaptive dashboards ensured that users only saw features relevant to their role, enhancing security and usability.

Powerful admin panel for centralized control

  • Organization admins gained full control over user access, feature toggles, and compliance configurations, reducing internal IT support requests by 40%.
  • Comprehensive audit logs improved compliance tracking, ensuring that regulatory transparency was maintained across all user interactions.

By implementing white-label hosting, adaptive role-based UI, and an advanced admin panel, NextGen Coding Company successfully delivered a scalable and customizable compliance platform for FinCEN Advisors. This solution empowered enterprises to deploy FilePro under their own branding while ensuring that compliance operations remained secure, efficient, and tailored to their specific needs.

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