Community Forum

Hello,

Sorry for the delay.

Calendar with sessions and events: an informative calendar of sessions and events.

WP Customer Area does not provide any feature regarding events or calendars, sorry.

Legal documentation: a section where different documents can be uploaded and users can download them.

This feature is actually provided within the free base plugin. Even if our addons can extend some functionnalities, we recommend you to first try the free base plugin, check how the private files area work, check our getting started tutorial, our documentations, see if it integrate smoothly with your site, and then check our addons to see what can be extended.

Risk placement: it would consist of a section where a catalog of companies would be displayed, where you can see their logos and contact information for each company.

We do not have any out of the box solution for this, sorry. You would need to develop that yourself.
But, alternatively, you would use WPCA privates pages, create a “companies” category, create a private page for each company, add their info / logo into it, and assign the pages to the users who should have access to.

Agreements and their conditions for the current year: this section would also be a section where users can upload documents and view and download them.

The only section where users can upload documents is the Private Files area. They would be able to upload documents by themselves, if you own the Front Office Publishing add-on. You could create an “Agreements and conditions” category, and upload those kind of files there.

Subsidies: this section can also be used to upload documents and users can view and download them.

Same as above, you could create a “Subsidies” category and upload those kind of files there.

Payment certificates: section where payment certificates can be uploaded and users can download them.

Same as above, you could create a “Payment certificates” category and upload those kind of files there.

Chat: it would be in two ways, on the one hand it works as a forum where everyone can talk to everyone, but we must also have the ability to create groups for the various existing delegations.

There is a Conversations add-on, but this is not a chat. The Conversations add-on allows you to create new private posts, which will create a conversation between the users, or the users from the group(s), assigned to that post. Those users will be able to talk to each others, but you should see this feature as a private commenting system, between some selected users. This is not a real-time live chat.
You can also use the Additional Owner Types add-on, and be allowed to assign the page to any registered user from the site, so you’ll actually create a conversations between all your users.

Regards.

Hello,

Sorry you are experiencing such an issue after updating WP.

Currently we cannot filter the Files by Visibility of a User.

What do you mean? What is the actual behavior? Do you receive any error?

Is something happening when you validate the forms? Is the page refreshing?

Could you please open the chrome dev tools and see if you see any red output error?

Do not hesitate to provide screenshots if necessarry.

Regards.

 

Hello,

the 100 Mb is the approximate size of the total files that the client’s private space will contain

So there’s anything to worry about. It is a pretty standard usage. You’ll just need enough storage on your hosting provider and a few RAM.

If so, the problem is that administrators are not advanced users with technical skills.

Yes, the Bulk Import add-on would first need that you prepare the JSON file for those technicians. If you’re using an external software, like an invoice generator, or whataver, you could probably develop a script for your software, to generate such a file when exporting your documents / invoices, so it can then be imported in one shot in WordPress.

Regards.

Hello,

Are you actually sure that the add-on is actually activated?

It should work like others, and you should be allowed to enter a license code from the settings like any other add-on.

Regards.

Hello,

For the design extras can we add a table in the description for the client new page here

Sorry but I am not sure I understand your request. From the shown video, I do not see anything related to the Design Extras add-on. However, if you’d like to create a simple table from the WP TinyMCE editor, you’ll probably need to extend its functions, but this is not related to WPCA itself, it is related to WP.

However, by using the Front Office Publishing add-on, you’ll be able to use, from the frontend, another editor than TinyMCE, called Summernote, for which we added a button to easily create a table.

If we add anything in the description for the client new page can clients get notification here

Video link is the same there.

However, to let your clients get notifications, you’ll need the Notifications add-on. However, Notifications are being sent when a post is published. From the admin side, when not using the Front Office Publishing add-on, you’ll need to check a box to send the notification, or you’ll need to add a code snippet to your site to check this box by default. Note that those notifications might not be sent when the post is updated (published only). So you’ll probably want to unpublish and publish the post again, and update the notification template, to send the appropriate email.

For smart groups- can we add users in the same smart group but when we send them content here.

Video link is the same there.

I definitely don’t understand your request, sorry.

can we send it to each client so they dont see each others content?

When you assign a post to a group (standard, smart, managed), it will be a single post, and anyone from that group will be able to see that single post. If the subscriber role is able to edit the post (from Settings > WP Customer Area > Capabilities), and if users from that groups are subscribers, they’ll all be able to edit the post. The good thing is that you can create a group including users from differrent roles, so a group of users can include users with differrent permissions.
Like if you create a conversation, assigned to a Smart Group, from the Conversations add-on, they’all be able to talk with each others.
If you create a private file post, assigned to a Smart Group, they’ll all be able to download the same attachment file. If they have the permission to upload attachments, they’ll all be able to add attachment files to the list of attachments.

If you want an user to have its own post, you need to create a separate post for each one of the user.

Please note that the Smart Group add-on is made to create  groups from a dynamic basis. You can for instance create groups that include any user from the database from which the email address ends by @gmail.com

If you want to create statically created groups, you might use the Additional Owners Types add-on, and create groups from members you manually selected.

Regards

Hello,

1.- Each client must have a private space in which they will have their documentation for consultation or download. In principle, clients will not upload documentation

This is actually doable with our free base plugin. We would first recommend you try that, and see if this first expectation fits your needs, and also check if you’re not experiencing any compatibility issue with your theme or any other plugin installed on your site. Do not hesitate, by the way, to check our getting started tutorial.

2.- The system is expected to serve a total of 150 clients with an average document load of 100 Megabytes each.

WP Customer Area uses the WP user system, and does not specifically involves any limit about the number of customers you could have. Any limit you could reach would comes from WP itself, or your server configuration. For instance, if you want your customers to be allowed to download files that are 100mb sized, you should configure PHP from your hosting provider to be able to do so. Since downloading secured private files within WPCA is done through PHP, and not via direct HTTP (for security reasons), it means than an user, downloading a 100mb file, will consume 100mb RAM from PHP, until the download ends up.
It’s up to you to configure PHP, WordPress, and their allowed memory, to be able to handle all the requests from your customers, depending on your website, its size, and the number of download requests you could have.

3.- Documents are considered confidential, so access to the client’s private space must have a double authentication system based on credentials and sending a code to the email associated with the client’s account.

First, to ensure enhanced security and confidentiality about secured files, especially if you run an NGINX server, you should first secure your private files folder.

Then, WP Customer Area does not include any double authentication feature, but the good thing is that WP Customer Area uses the WP users system. Your users will, by default, connect through the standard WP login forms, which means that you could install any security plugin that can handle that feature. You’ll only probably need a few tweaks if you are using our Authentication Forms add-on, because those double authentication feature could probably add extra inputs to the forms, such as Captcha or others forms, that should need to be allowed and correctly displayed.

4.- There will be at least three working users of the company who will act as administrators for both user and file management without distinction of client groups or content types. The three users will manage all clients.

I would recommend that you first check the free base plugin to get familiar about how the permissions work with WP Customer Area. Check Settings > WP Customer Area > Capabilities. As you’ll notice, you can assign permissions on a per role basis. Creating many administrators users might be too much on your case, because it will also grant them access to the whole site. But you can generate new roles on your site, programmatically, or with third party plugins, and grant them the permissions you need for WPCA.

5.- The uploading of the different files is done manually by the administrators.

From the free base plugin, uploading files can be done by the users, from the wp-admin, for whom the role is allowed to do so (as per the default settings, only administrators will be allowed to do so). You can also use the Front Office Publishing add-on to let them do that from the frontend, if required.

6.- The files must be classified by categories and subcategories.

You can add categories, but not sub-categories. This taxonomy has not been made to be hierarchical, sorry. You would need to workaround that by naming your categories accordingly, such as “My cat 1”, and “My cat 1 – Sub cat 1”.

Also, please note that categories are common to any user by default, which means that, any user can, by default, see any created category. You can however configure our Category Widget to only list categories where the currently logged-in users have files assigned to him. However, they’ll still probably be able to see the full categories’ list in some others places.

7.- The language used will be Spanish.

If you just need your site to be a single language, you’re actually good to go. WP Customer Area is actually 90% translated by the community in Spanish, which is huge. You shouldn’t notice that much unstranslated strings from the frontend. You’ll just need to update your site’s plugins languages from wp-admin > Update > Update Languages.

8.- The system must be adaptable to be used from PCs, tablets and mobile phones.

The UI is made to be responsive and adaptive to any device’s size, so it should be ok, but the real user experience mainly depend on your theme, because the private area will be wrapped into your theme. If you have a 300px wide container, created by your theme, and that you wrap WPCA into it, the user’s experience will be bad. Check our theme documentation to learn how to create custom themes templates for WPCA (in case you need a 100% width page for instance)

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1.- Can you recommend a double authentication plugin that you are sure is compatible with WP Customer Area and Authentication forms?

No, sorry, we do not recommend third party plugins. It would be up to you to check them out. However, we’re still there if you encouter any integration issue with the Authentication Forms add-on.

2.- If in the future you wanted customers to upload documents, would that be possible?

You’ll just need to use and configure the Front Office Publishing add-on in that case, to let them upload files from the frontend.

3.- The users who will upload the files are administration technicians, they are not experts or computer technicians. Which addon is most recommended for mass uploads, FTP Mass Import or Enhanced files?

What do you mean by “mass uploads”? What are your needs exactly?

The Enhanced Files add-on simply allows you to attach more than one attachment file to a private file post. The FTP Mass Import add-on can be useful when you need to select an attachment file (like, our-new-terms-and-conditions.pdf), and send it to multiple users at once, and by automatically creating a new post for each one of those users. The Bulk Import add-on, is however, for advanced users with technical skills, since its configuration is made from a JSON file, but it allows to import content (not only private files) with an advanced configuration.

4.- Does the Content expiry addon delete files once they expire?

No, it will actually make the private content post unnaccessible for users roles who do not have the permission to bypass the validity date. Attachment files will not be deleted, nor the posts themselves.

5.- Is it already possible to categorize from the front-end?

Yes, by using the Front Office Publishing add-on. This however requires that the user has the permission to edit the given private content type AND the permission to edit the category. It means that the user will be able to edit, at leats, both the post (its title and content), and its category.

Regards.

Hello,

Sorry that you are experiencing issues. We’ll try to investigate that.

message: ‘Still no download available’

Can you please show a screenshot about this message? There is no such string in our plugin or addons. I doubt it comes from our plugin. If you search in files with a code editor in the WPCA’s plugin files, you won’t find any result.

Perhaps it is a cookie-related problem, or something similar.

The only cookie that WPCA is creating is to remember the prefered view for the listings (either grid or list). We’re not relying on cookies for any other feature, I can sware that. Any other cookie created for your site should come from WP, or any other third party plugin.
Also, the incognito mode CANNOT be related to cookies issue. As you might know, the incognito mode does NOT prevent cookies to be created. It just allow cookies to be removed when you’ll close the window.

HOWEVER, in incognito mode, browser’s extensions are NOT activated by default (such as your ad blocker, your password manager, and so on…)

Can you please investigate the problem?

Investigating would require us to be able to reproduce the issue locally.

1. Before we attempt that, I would strongly recommend that you check for a plugin conflict, or theme conflict (disable any other plugin than WPCA and its addons, and see if the issue still occurs. if not, reactivate them one by one, until it occurs again ; do the same for your theme).
2. Could you also open the chrome dev tools (CTRL + shift + i), hit the console tab, and see if you can see any red output error?
3. If the error only occurs in incognito mode, I would bet that a browser’s extension include a javascript function to the page, which actually crashes, and make the JS functions from WPCA unusable.
4. You could also try to temporarily deactivate any browser’s extension and see if the issue still occurs.
   For instance, if you’re still using the old popular AdBlock extension, you should be aware that this extension has been banned from Google for not following their new manifest V3 guidelines. Disabling it could probably fix the issue, since this extension cannot be used anymore on most recent browser’s chromium versions. Firefox, however, did not banned it. If that’s the issue you’re facing, you could find many workarounds by searching on the web, like the new AdBlock Lite version, which follows the manifest V3 guidelines. But we cannot help more about that since it clearly goes outside of our support scope, and since it is not related to WPCA itself.

Regards.

Hi,

You have an issue with your WPML plugin. You could temporarily verify that by disabling WPML, and see if it fixes your issue.

Javascript is crashing on their side, and prevents any Javascript component on the page to properly work (including page saving).

Please contact WPML and send them the attached screenshot.

Regards.

Bonjour,

En effet, il n’y a actuellement pas de notification envoyée lorsqu’un contenu privé est mis à jour, tout comme il n’y a pas de notification envoyée lorsque qu’un fichier est téléversé au sein d’un contenu privé.

Cette amélioration n’est pas prévue pour l’instant. Aussi, n’hésitez pas à publier une requête pour demander cette fonctionnalité si besoin, dans le forum Feature Requests. Cela permettra aux personnes intéressées par une telle fonctionnalité de se manifester également.

Cdlt.

Hello,

There might be a Javascript error on the page.

Could you open the Chrome dev tools (CTRL + SHIFT + i), hit the console tab, and check if you can see any red output error please?

Regards.