JAN ERP — Separate Investor Access

Purpose: Adds a private investor module. Investor logins cannot access Dashboard, Companies, Orders, Invoices, Payments, Reports or other investors' data.

Install

  1. Back up the current site files and database.
  2. Upload this ZIP to /home2/doctorlabs/public_html/jan.doctorlabs.in and extract with overwrite.
  3. Log in as Admin and open https://jan.doctorlabs.in/upgrade_investors.php.
  4. Click Create + Load Current 2026 Investor Sheet to load Babu, Vinoth, Raj/Mysf and Bhuvan with the 9 investment rows supplied in chat. Use Create / Repair Module Only if you prefer to enter them manually.
  5. Open Investors from the sidebar and verify the payment matrix.
  6. Open Users & Roles. Create a user with role Investor and link it to the correct Investor Profile.
  7. Test the investor login in an incognito/private browser window. It should open only the private Investor Statement page.

Current sheet totals after import

Privacy controls

The restriction is enforced server-side. An Investor role attempting to open operational ERP URLs is redirected to investor_portal.php. The portal filters data by the Investor Profile linked to that user account.