Community Forum

Area for customers

• • evisole

    Participant

    # 1 year, 11 months ago

    Hi.

    I’d like to know if I can create a scenario like this.

    I’m the administrator, I have for example 3 customers: Antony, Barry, Charles.

    I create 3 areas (like folders) where I upload few PDF document. The folder names are for example: “London”, “Paris”, “Madrid”. Then I create 2 sub-area (like sub-folders) for London folder: “London – Parks” and “London – Monument”

    Now I want to let Antony to see (only see and download) the pdf files in folder “London – Monument”, “Paris”, “Madrid”. Then I want to let Barry to see the pdf files in folder “London – Park” and “Paris” (not “London – Monument” nor “Madrid”). Finally I want to let Charles to see the pdf files in folder “Paris” and “Madrid”.

    So, the first question is: can I let customers to see crossed folders and sub-folders?

    Now, let’s see the second question. I want to let customers to have a personal area (or folder) where only the single customer (and the administrator, obviously) could see, download, upload files, create sub-folders, eliminate sub-folders.

    That’s all.

    I’d like to know if it is possible and whis plugin I have to use.

    Then, is it possible to have a demo area to test before buy? Thanks.

    Thanks a lot.
  • Vincent Mimoun-Prat

    Keymaster

    # 1 year, 11 months ago

    Hi,

    You can install the free plugin and test it to see how that works.

    Regarding your requirement: you could go many ways about it. What I would advise is:

    • Use private file categories as your folders / subfolders
    • Assign each file to a category

    That will handle the classification of each content. Now for the ownership, you could do it like that:

    • Have a user group « london » where you would add user X and Y
    • Have a user group « paris » where you would add Y and Z

    You can now assign individual private files/pages to:

    • User groups london (X and Y will see it, but not Z)
    • User X (only him will see it)
    • All registered users (X, Y and Z will see it)

    Changing the groups will dynamically change who can see what. You will need the additional owner types add-on for that.
  • evisole

    Participant

    # 1 year, 11 months ago

    I hade already installed the free plugin in a demo site https://evisoledemo.it/wpcustomerarea to test it

    Ok, it seems that I could make what you have suggeste using the additional owner types add-on. Is it right?

    I’d like to test it before buy, is it possible?
  • evisole

    Participant

    # 1 year, 11 months ago

    This is the second question (you can find it in the first topic):

    “Now, let’s see the second question. I want to let customers to have a personal area (or folder) where only the single customer (and the administrator, obviously) could see, download, upload files, create sub-folders, eliminate sub-folders.”

    Do you know if it is possible?

    Thanks
  • Vincent Mimoun-Prat

    Keymaster

    # 1 year, 11 months ago

    I’d like to test it before buy, is it possible?

    No, we do not have any trial period. You can have a look at the screenshots though. That addon does not add anything on the UI for your customers. It allows to create groups, assign content to multiple users, all registered users or all users with a given role.

    I want to let customers to have a personal area (or folder) where only the single customer (and the administrator, obviously) could see, download, upload files, create sub-folders, eliminate sub-folders.

    That would be the front-office publishing add-on.

    However as I said, there is no management of folders available in WP Customer Area. You could emulate this with the projects add-on though. Then yes, each customer would be able to create his own projects and put content in there.