CM Download (CMDM) - Use Case - Sharing Files With Individuals and Groups in Secure Client Zone
Use Case - Secure Client Zone
When you purchase Secure Client Zone, you receive the Download Manager plugin as a base, to be installed on your site and be used alongside the plugin. Many of the settings for the Download Manager apply to the Client Download Zone plugin.
Please refer to the CM Download documentation for an overview of relevant settings.
This document uses version 1.4.0 of Secure Client Zone
The CM Secure Client Zone creates a safe portal to transfer files to and from your customers.
Secure Client Use Case Front-End
Use Case Assumptions
In this example use case guide, we'll cover how to create a secure 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.
- Installation of the plugin
- Adding sidebar
- Setting up dashboard
- Limit user groups
- Users - Adding a file
- Admin - Sending files to specific users
- Enabling notifications for new downloads
- Translating the zone interface
- Extra - Adding a disclaimer
Installing The Plugin
The process is the same for all CM plugins.
- 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
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.
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.
Add the sidebar widgets.
Second Option (Back-End)
Head to WP Admins → Appearance → Widgets. Add the widgets to the sidebar
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 CM Client Download 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.
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.
The admin can view and download all of the files in the download zone from his/her dashboard.
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 CM Download Manager plugin settings.
Under the Navigation section, the admin can define the permalink at which logged-in users can access their user dashboard.
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.
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.
Users can also upload files to share exclusively with the admin directly from their dashboard by clicking on "upload file."
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 Download Manager dashboard.
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. Remember to click the "add>>" button to make sure the users you selected appear as group members.
Finally, click the blue "Add" button at the bottom of the form to create the new user group.
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.
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.
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.
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.
Administrators can also grant download authors the option to define which groups are allowed to view individual downloads.
In this case, the download author can set the visibility of the download to specific user groups on the " New Download" form.
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:
- 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.
- 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.
Enabling Notification for New Downloads
To adjust the notification settings, first navigate to the Notifications tab under the plugins settings.
Under the Download section, the admin can create the email template for notifications about new downloads using our supported shortcodes.
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.
Learn more: Notifications - User Notifications
If your site is not in English, that's ok. You can translate the Front-End text (also called labels).
Translated Labels Example
Navigate to the Admin Dashboard → CM Downloads Pro → Settings.
Click on the Labels tab.
In here you can edit all important labels of the plugin, from buttons to headers.
Client Download Zone Label
Under Client Download Zone there is only one label: access denied.
Learn more: Settings - Labels
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.
Navigate to the General tab and the Disclaimer section in the CM Download Manager plugin 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.