WordPress Client Zone - Creating User Groups

User Groups

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With the WordPress Client Zone plugin, you can create user groups that you can manage, moderate, and assign permissions to. The admin can 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.

User Groups page - Client Portal Plugin WordPress
User Groups page

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.

Adding new group - WordPress Download Area
Adding new group

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

Adding users to the group - WordPress Client Portal Plugin
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 - Customer Portal WordPress
'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.

Managing user groups - WordPress Customer Portal Plugin
Managing 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 - WordPress Plugin for Customer Portal
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. 

Settings page - Secure Customer Portal WordPress
Settings page
Access settings tab - WordPress Customer Area
Access settings tab

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.

Access settings - Client Portal Plugin WordPress
Access settings

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

Choosing who can view downloads - WordPress Download Area
Choosing 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 - WordPress Client Portal Plugin
Choosing user groups

More information about the WordPress Client Zone plugin

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