• Resolved hadean

    (@hadean)


    Is there a way to create a private space for each individual user with your plugin? Like the account page but with the capabilities (for the admin) to add content specific for the user or upload documents (eg estimates, proposals, tax returns etc) for that specific user.

    Thank you

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Support alexandrubodea

    (@alexandrubodea)

    Hi @hadean,

    What you’re describing should be possible with a different plugin that we offer: Client Portal.

    The Client Portal documentation is kind of poor, so I’m going to give a short description here:

    How Client Portal works: a new page is generated for each newly registered user. For already existing users you need to go to?Dashboard -> Users -> Client Portal Settings?and click on the “Generate pages for existing users” button. You may edit the private pages (and then view them) by going to the?Dashboard -> Users -> All Users screen?and hovering with the mouse over a user, you will see a link to edit their private page. On those pages, you can upload notes/documents for each one of your users.

    Best regards,

    Thread Starter hadean

    (@hadean)

    Hi, thank you for your response and guidance. The WordPress plugin repo says the client portal plugin hasn’t been tested for the last 3 major releases of WordPress. Is it still maintained?

    Also, it says client portal can be combined with Profile Builder. Is it possible to combine it with Paid Membership Subscriptions? My use case is of an accounting firm that wishes to sell some services with woocommerce and also have a subscriber only section of the site, with each registered user having the option to buy a subscription plan or a service with registered-only discount. Each registered user should have his/her own private space. Which combination between client portal, paid membership and profile builder would you suggest?

    Just testing the functionality for the time being before moving to the paid versions.

    Thanks again

    Plugin Support alexandrubodea

    (@alexandrubodea)

    The WordPress plugin repo says the client portal plugin hasn’t been tested for the last 3 major releases of WordPress. Is it still maintained?

    -> Unfortunately, Client Portal will no longer receive updates regarding new functionalities, but in case certain high issues arise like security issues then most likely a new update will be released addressing those.

    Note: Still, I want to mention that our other the plugins, Paid Member Subscriptions and Profile Builder, are fully supported for future bug fixes and new functionalities.

    Also, it says client portal can be combined with Profile Builder. Is it possible to combine it with Paid Membership Subscriptions? My use case is of an accounting firm that wishes to sell some services with woocommerce and also have a subscriber only section of the site, with each registered user having the option to buy a subscription plan or a service with registered-only discount. Each registered user should have his/her own private space. Which combination between client portal, paid membership and profile builder would you suggest?

    -> With Paid Member Subscriptions you can sell?subscription plans?on your site while using our?Registration form, through payment gateways like?Stripe,?PayPal, or the?Manual/Offline?payment gateway.

    We also have forms for Login, Account, and Recover Password. You can read more about the available shortcodes?here.

    There is also an integration between PMS and WooCommerce with which you can offer special discount prices (to WooCommerce Products) only to active PMS members. You can read more about this here.

    With PMS, you also have access to the Content Restriction functionality with which you can restrict access to your pages, posts, or custom post types only to active PMS members.

    Besides this, I don’t think there is a problem creating a private page where the content of the page is specific to each user. This needs to be done with the Client Portal plugin. The only thing to mention here is that the private page will be available to those users even if they have their PMS membership expired or have none at all.

    All the functionalities mentioned above can be used and tested with our free version of Paid Member Subscriptions (and Client Portal).

    Best regards,

    Thread Starter hadean

    (@hadean)

    @alexandrubodea thank you, very helpful, I really appreciate your help

    Plugin Support alexandrubodea

    (@alexandrubodea)

    Hi @hadean,

    Glad I could be of help!

    Hope you have a great week ahead!

    Kind regards,

Viewing 5 replies - 1 through 5 (of 5 total)
  • You must be logged in to reply to this topic.