WordPress Client Zone - Use Case - Sharing Files With Individuals and Groups in Secure Client Zone


Use Case - WordPress Client Zone

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Back to Download and File Manager plugin User Guides

Note

When you purchase the WordPress Client Zone add-on, you receive the WP 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 WP Download and File Manager apply to the WordPress Client Zone add-on.

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

This document uses version 1.4.0 of the WordPress Client Zone.

Video Use-Case


Introduction

The WordPress Client Zone add-on creates a safe portal to transfer files to and from your customers.

Use Case Front-End

Example of the index page - Secure Customer Portal WordPress
Example of the index page

Use Case Assumptions

In this example use case guide, we'll cover how to create a secure client download zone from bottom up. You can apply the same idea to the topic of your site, be it finances or kid toys.

We consider that you have already bought the plugin, but not installed it. 

It follows:

Installing the Plugin

The process is the same for all CM plugins.

CreativeMinds Customer Account Dashboard - Downloads tab
CreativeMinds Customer Account Dashboard
  • Download the plugin from your customer dashboard.
  • Log in to WordPress and navigate to the WordPress Admin → Plugins settings.
  • Click on Add New.
  • Activate it and add the license.

Adding Sidebar

1) Use Shortcode or Default Page

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

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.

There are two ways to do this.

First option (Front-End)

From the admin bar, click on Theme Customizer.

Theme customizer - WordPress Customer Area
Theme customizer

Add the sidebar widgets.

Setting up the widgets in the theme customizer - Client Portal Plugin WordPress
Setting up the widgets in the theme customizer
Second Option (Back-End)

Head to WP Admins → Appearance → Widgets. Add the widgets to the sidebar

Adding Client Download Zone widgets - WordPress Download Area
Adding Client Download Zone widgets

With the plugin ready to go, it's time to start creating content.

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 add-on 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 Download Zone widget areas - WordPress Client Portal Plugin
Client Download Zone widget areas

Learn more: Getting Started - General Plugin Settings


Setting Up Dashboard

a) Admin Dashboard

You can access the admin dashboard by clicking on the link to the downloads frontend list found under the plugin settings.

Index page permalink - WordPress Client Zone
Index page permalink

The admin can view and download all of the files in the download zone from his/her dashboard. 

You can also easily transfer files to specific users or user groups directly from the dashboard. Admins also have access to a list of recently uploaded files

Front-End Example

Example of the index page - Customer Portal WordPress
Example of the index page

b) User Dashboard

Users can have access to their own dashboard, where they can upload files and manage files that have been shared with them or with user groups to which they belong.

Setting up and Accessing the User Dashboard

Users can access their dashboard at the permalink setting that you define in the plugin settings. First, navigate to the General tab of the WP Download and File Manager plugin settings.

Navigation to the plugin settings - WordPress Customer Portal Plugin
Navigation to the plugin settings
General settings - WordPress Plugin for Customer Portal
General settings

Under the Navigation section, the admin can define the permalink at which logged-in users can access their user dashboard.

Setting up the dashboard page permalink part - Secure Customer Portal WordPress
Setting up the dashboard page permalink part
Using the User Dashboard

On their dashboard, users can search, view, preview, download and delete files that have been shared exclusively with them, or that have been shared with user groups to which they belong. Users can also manage and edit their own uploads. 

Example

Index page example - WordPress Customer Area
Index page example

All files will appear directly on their dashboard, where users can easily download them by clicking on the "open" button and then the "download" button. 

'Download' button - Client Portal Plugin WordPress
'Download' button

Users can also upload files to share exclusively with the admin directly from their dashboard by clicking on "upload file."

'Upload File' button - WordPress Download Area
'Upload File' button

Limit User Groups

Create groups to easily distribute downloads among group of users. He can also assign upload permission based on user groups.

Creating User Groups

First, navigate to User Groups from the CM Downloads dashboard.

Managing user groups - WordPress Client Portal Plugin
Managing user groups

Under Add group, the admin can create a new user group by giving it a name and assigning group members. To add existing users to the group, you can either search by their name or show all existing users and select which ones you would like to join the new user group.

Creating a user group - WordPress Client Zone
Creating a user group

Remember to click the add>> button to make sure the users you selected appear as group members. 

Adding users to the group - Customer Portal WordPress
Adding users to the group

Finally, click the blue "Add" button at the bottom of the form to create the new user group.

'Add' button - WordPress Customer Portal Plugin
'Add' button

You will receive a message indicating that your group was added successfully and you will be able to view the group you just created in the list of User Groups. The list includes the name of the user group. the number of users in the group, and action buttons that let you easily edit or delete the group.

List of user groups - WordPress Plugin for Customer Portal
List of user groups

When you click on the "Edit" link, you can easily change the group name and add or delete users from the group. Make sure you click the blue "Update" button when you are done making changes. 

Editing the user group - Secure Customer Portal WordPress
Editing the user group

User Group Settings

After creating user groups, admins can then set the permissions for each of these groups. The admin can decide which user groups have permission to upload their own files.

Navigate to the Access tab under the plugin settings. 

Navigation to the plugin settings - WordPress Customer Area
Navigation to the plugin settings
Access settings - Client Portal Plugin WordPress
Access settings

The admin can restrict adding and viewing downloads to specific user groups. If you choose this option from the dropdown menu, you can then select which user groups have that specific permission.

Setting up the permissions for user groups - WordPress Download Area
Setting up the permissions for user groups

Administrators can also grant download authors the option to define which groups are allowed to view individual downloads. 

Letting download authors decide who can view downloads - WordPress Client Portal Plugin
Letting download authors decide who can view downloads

In this case, the download author can set the visibility of the download to specific user groups on the "New Download" form.

Choosing user groups that are allowed to download files - WordPress Client Zone
Choosing user groups that are allowed to download files

Learn more: Settings - Access Control


Admin - Sending Files to Specific Users

When a client uploads a file, by default it is only viewed by the admin. 

There are two ways to assign a download to a specific user:

1. From the admin dashboard, simply click on the upload sign next to the name of the user you would like to send the file to. 

Sending files to the specific user - Customer Portal WordPress
Sending files to the specific user

2. From the Download Manager dashboard, click on Add New. On the New Download form, change the visibility settings to specify the users you would like to transfer the download to. You can select users from a list of all users or search for users.

Adding new download from the back-end - WordPress Customer Portal Plugin
Adding new download from the back-end
Adding new download - WordPress Plugin for Customer Portal
Adding new download
Choosing users that are allowed to download files - Secure Customer Portal WordPress
Choosing users that are allowed to download files

Enabling Notification for New Downloads

To adjust the notification settings, first navigate to the Notifications tab under the plugins settings.

Notifications settings - WordPress Customer Area
Notifications settings

Under the Download section, the admin can create the email template for notifications about new downloads using our supported shortcodes.

Email template for notifying about uploading new files - Client Portal Plugin WordPress
Email template for notifying about uploading new files

Here are several examples of shortcodes that you can use to customize an email message’s content:

New Download Email Notification Shortcodes:
  • [blogname] - name of the blog
  • [title] - new download title
  • [link] - link to download page
  • [author] - uploader name

TIP: Who will Receive New Download Notifications?

Next, the admin can choose who will receive email notifications about new downloads. If the new download has access restricted to chosen groups, chosen users, or the download's category has restricted access to some groups, then you can notify these users about the new download.

  • Choose "Groups' members" if you want to notify the restricted groups members.
  • Choose "Users assigned directly" to notify users assigned directly to downloads.
Sending additional email to relevant users - WordPress Download Area
Sending additional email to relevant users

Learn moreNotifications - User Notifications


Translating the zone interface

If your site is not in English, that's ok. You can translate the Front-End text (also called labels).

Translated Labels Example

Example of the front-end labels - WordPress Client Portal Plugin
Example of the front-end labels

Settings

Navigate to the Admin Dashboard → CM Downloads Pro → Settings.

Navigation to the plugin settings - WordPress Client Zone
Navigation to the plugin settings

Click on the Labels tab.

Labels settings - Customer Portal WordPress
Labels settings

In here you can edit all important labels of the plugin, from buttons to headers.

Client Download Zone Label

Under the Client Download Zone section there is only one label: Access Denied.

Client Download Zone label - WordPress Customer Portal Plugin
Client Download Zone label

Learn more: Settings - Labels


Extra - Adding a Disclaimer

A download disclaimer is a short text that states the terms and conditions for using your site’s download area. 

The admin can control the visibility and functionality of their WordPress download area disclaimer, and add the text of both the disclaimer itself and the accept/reject buttons.

Settings 

Navigate to the General tab and the Disclaimer section in the Download and File Manager plugin settings.

Disclaimer settings - WordPress Plugin for Customer Portal
Disclaimer settings

What should I include in my Download disclaimer?

A download area disclaimer is a short text that states the terms and conditions for using your site’s download area. Users need to accept your terms before downloading files.

You can include terms of use information, and also additional information about the type of information you provide and collect in your download area. It's important to use a clear language to ensure your audience understands all the implications of utilizing your service.


More information about the WordPress Client Zone plugin

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