WordPress Client Zone - Getting Started - Setting Up

Setting Up The WordPress Client Zone

Prefer a Complete Step-by-Step?

Check our use case guides:

Download and File Manager Plugin (CMDM) - Use Case - Sharing Files With Individuals and Groups in Secure Client Zone
WordPress Client Zone - Use Case - How to Let Users Transfer Files Between Each Other

Note

For compatibility purposes, while the WordPress Client Zone is active, the Download page from the Download and File Manger plugin is disabled. This also interrupts some features, such as:

Ratings
Integration with the MicroPayments Plugin

Step 1 - Use Shortcode or Default Page

The client zone is generated using the shortcode [client-download-zone] or by going to the default CM Download page created by the plugin once installed.

Step 2 - Add the Two Widgets To The Sidebar

You also need to go to the plugin widgets area and add both the Client and Admin widgets to your defined sidebar container. Both widgets are needed as they includes the client zone navigation tools.

Client Zone widgets - Customer Portal WordPress — Client Zone widgets

And What If My Theme Doesn't Have a Sidebar?

Some themes may not provide a sidebar to place widgets on. That is not a problem. The WordPress Client Zone provides new widget areas called "CMCDZ before content" and "CMCDZ after content" so, even if there's no sidebar, the admin can add those widgets to these areas in order to display the upload options.

Client zone widget areas - WordPress Customer Portal Plugin — Client zone widget areas

Important Note

When you purchase this plugin, you receive the Download and File Manager plugin as a base, to be installed on your site and be used alongside the plugin. Many of the settings for the Download and File Manager plugin apply to the WordPress Client Zone.

Please refer to the Downloads documentation for an overview of relevant settings.

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