WordPress Client Zone - Use Case - How to Let Users Transfer Files Between Each Other


Use Case - How to Let Users Transfer Files Between Each Other

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Note

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

Please refer to the WordPress File Manager plugin documentation for an overview of relevant settings. 

This document uses version 1.4.5 of the WordPress Client Zone add-on.

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

Simple way to send a file:

Simple way of sending files - Customer Portal WordPress
Simple way of sending files

Advanced way to send files:

Advanced way of sending files - WordPress Customer Portal Plugin
Advanced way of sending files
Searching for users to send files - WordPress Plugin for Customer Portal
Searching for users to send files
Choosing users from the full list - Secure Customer Portal WordPress
Choosing users from the full list

Use Case Assumptions

In this example use case guide, we'll cover how to configure a secure download zone for your users to let them transfer files between each other.

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.

1) Use Shortcode or Default Page

You can generate the client zone page using the shortcode  [client-download-zone]  or use the default CM Download page created by the plugin when it's installed and activated.

2) Add Two Widgets To The Sidebar

You also need to go to the plugin widgets area and add the following widgets to your defined sidebar container:

  • Admin Menu for CM Client Download Zone
  • Client Menu for CM Client Download Zone

Both widgets are needed as they include the client zone navigation tools.

Navigate to Admin Dashboard → Appearance → Widgets

Navigations to the widgets dashboard - WordPress Customer Area
Navigations to the widgets dashboard

Add the widgets to the sidebar and click the button Update to save the changes. 

Enabling Client Download Zone widgets - Client Portal Plugin WordPress
Enabling 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 Zone widget areas - WordPress Download Area
Client Zone widget areas

Setting Up 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 Admin Dashboard → CM Downloads Pro → Settings → General tab.

Navigation to the plugin settings - WordPress Client Portal Plugin
Navigation to the plugin settings

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

Dashboard permalink option - WordPress Client Zone
Dashboard permalink option

Using the User Dashboard

On their dashboard, users can search, view, preview, download 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

User Dashboard - Customer Portal WordPress
User Dashboard

All files will appear directly on user dashboard, where users can easily download them by clicking the Download button. 

Button for downloading files - WordPress Customer Portal Plugin
Button for downloading files

Users can also upload files to share with other users directly from their dashboard by clicking on the button Upload file.

Button for uploading files - WordPress Plugin for Customer Portal
Button for uploading files

Allowing Users to Send Files to Specific Users

Now we need to configure a few important settings to let users upload and send files to each other.

First, in plugin settings, navigate to the Client Download Zone section under the Index Page tab. Find there and turn on the option Enable form for sending files among users.

Enabling form for sending files among users - Secure Customer Portal WordPress
Enabling form for sending files among users

Note: This option is needed to enable the form for sending files in the Clients widget:

Dashboard for sending files to users - WordPress Customer Area
Dashboard for sending files to users

Next, head to the Access and moderation tab. We need two options under the Access section:

  • Who can add new downloads - Choose here Logged-in users. It is needed to let users have access to the dashboard.
  • Who can view downloads - Choose here Let download author decide. It is needed to make users be able to send files to specific users.
Access settings - Client Portal Plugin WordPress
Access settings

Now, click the button Save settings under settings or in the floating window.

Saving settings - WordPress Download Area
Saving settings

Sending Files to Specific Users

Users can send files to specific users using the form in the widget in their dashboard.

There are two methods to assign a download to specific users:

  1. Advanced
  2. Simple

1) Advanced Method

First way is to find the user to whom the files will be sent and click the Upload icon next to his username.

Choosing a user for sending files - WordPress Client Portal Plugin
Choosing a user for sending files

A file upload form will open. The user needs to fill all needed data and upload files. Learn more about Upload Form. The most important option for sending files to other users is placed at the bottom of the form - Allowed Users. As you can see, the user that we chose in the example above is already added to the list of users for sending files:

List of allowed users - WordPress Client Zone
List of allowed users

The user can add some more users to send files. There are two options for this:

  • Find user - Write needed username in the search bar and click add next to it.

    Searching for users to send files - Customer Portal WordPress
    Searching for users to send files
  • Show all users - Click this button and choose users from the list. To add more than one, hold the button CTRL/CMD and click on needed users. Then click the button Add selected.

    Choosing users from the full list - WordPress Customer Portal Plugin
    Choosing users from the full list

Then click the button Add under the uploading form to send the files.

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

Result: the uploading is visible only for the sender, for the admin and for the users that this uploading was sent to.

A download created only for specific users - Secure Customer Portal WordPress
A download created only for specific users

2) Simple Method

There is also a simple method of sending files to another user. Using this method the user can send only one file to one user at a time. 

This method demands a little configuring of the Client widget. Navigate to the widget area and click on the added Client Menu for CM Client Download Zone widget. You need to enable there the option Use simple form? and then click the Update button to save the changes.

Enabling simple form for sending files to specific users - WordPress Customer Area
Enabling simple form for sending files to specific users

New option will appear in the Client widget:

Simple form for sending files - Client Portal Plugin WordPress
Simple form for sending files
  • Title - Enter here the name of uploading.
  • Select file - Click this button to upload the file.

When the title is written and the file is chosen, choose the user you want to send the file to and click on the Upload icon.

Quick method to send a file to the specific user - WordPress Download Area
Quick method to send a file to the specific user

Result: this file is visible only for the sender, for the admin and for the user that the file was sent to.

A download created for a specific user - WordPress Client Portal Plugin
A download created for a specific user

Enabling Notification for New Downloads

The user that receives a file gets an email notification that someone has sent him a file. You can customize this email. To do this, navigate to Admin Dashboard → CM Downloads Pro → Settings Index Page tab → Client Download Zone section.

Cliend Download Zone settings - WordPress Client Zone
Cliend Download Zone settings

There are three options for the email notification:

  • Enable notification - Turn on this option to send email notification to the user every time when somebody sends him a file.
  • Subject for "Simple user to user" form - Customize the subject of the email.
  • Body for "Simple user to user" form - Customize the body of the email.
Email notification template - Customer Portal WordPress
Email notification template

There are a few shortcodes that you can use to customize an email text:

  • [blogname] - name of the blog
  • [title] - new download title
  • [link] - link to download page
  • [author] - uploader name
  • [author_email] - uploader email
  • [moderate_link] - link to moderation

Translating the Zone Interface

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

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

Labels settings - WordPress Customer Portal Plugin
Labels settings

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 Plugin for Customer Portal
Client Download Zone label

Learn more: Settings - Labels

End Result

Following instructions found in the plugin and guides, you should be able to configure a secure download zone for your users to let them transfer files between each other.

Use Case Front-End

Simple way to send a file:

Simple way of sending files - Secure Customer Portal WordPress
Simple way of sending files

Advanced way to send files:

Advanced way of sending files - WordPress Customer Area
Advanced way of sending files
Searching for users to send files - Client Portal Plugin WordPress
Searching for users to send files
Choosing users from the full list - WordPress Download Area
Choosing users from the full list

More information about the WordPress Client Zone plugin

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