Importing users and verifying the details

  • I am trying to set up a site where I will Import users into the site and then have them do the following:

    Reset there password via email and login on first login.
    Verify all personal information: address/phone#/etc
    Then fill out a form which will be dynamic based on the selection throughout the form
    Once it’s submitted, admins are able to go in another form which will allow them to see user submitted day and provide feedback on the forms but selecting name/location/ etc in that group.
    Anyone have an idea how I should get started? Thanks in advance!

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  • Hello, all of this is doable but the ways of doing it may vary depending your knowledge and how you want to deal with it. I can tell you the ‘idea’ of it and you can proceed as you like.

    First of all about the ‘first login’, the easiest way is to set up an extra user meta as a flag for that you could use add_user_meta(), get_user_meta(), and update_user_meta() on the process to read if it’s the 1 login or not and if not update it as they logged in already.

    So let’s say I’m login in for the 1st time, if yes you wp_redirect() me to the page with the form, or the page that I have to deal with changing my password etc ( usually the profile page ).

    Now for the forms themselves there are various plugins out there so you’ll have to do a search on your own to see exactly what fits your needs.

    Make sure though to do all these functions / checks / redirects on a custom plugin that you will built because that’s where they belong, they shouldn’t be bundled in the themes files.

    I hope this helps a bit at least with the broad idea of how it could be done.

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