How to create a Client Area - Video Tutorial

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Hi All

We have been trying to create a Client Area for our new website and have came up with a possible solution as I know a few people have requested this.

Watch this video to see how...

http://www.vimeo.com/10894493

Hope it helps and find it useful.

Thanks to Mario for his input!

Cheers

Chris
ps. Hope you understand my Scottish accent. ;-D

senshidigital
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mario replied on at Permalink Reply
mario
excellent, I'll check it out! You beat me to it, lol. I was going to make one too. :P
Shotster replied on at Permalink Reply
Shotster
It would be helpful to know exactly what a "Client Area" is before I decide to spend my time watching a video about it.

Thanks much,

-Steve
bcarone replied on at Permalink Reply
bcarone
No problem with the Accent!!!!

Excellent video tut!!! Very easy to understand and follow (though it did sound a few times where I had to listen really hard because it sounded as though you were getting excited and that brogue really came out)

Great JOB!!!

Bill
senshidigital replied on at Permalink Reply
senshidigital
lol glad you like it and sorry for the rambling! ;-D
senshidigital replied on at Permalink Best Answer Reply
senshidigital
Its simple really. We are a design company who will be letting clients/customers login to the site to view a page with content for them only. It will contain files, pdf proofs and other information just relating to them.

Sometimes proofs are too large to email so using say the Google doc viewer we can place there proof online so they can view it or download it.

Its also a good way to show clients the stage of a project etc (ie project management).

This is a client area.

You could even set up special offers that only your clients would see if they login etc. All helps drive traffic to your site too.

Hope that helps.
Shotster replied on at Permalink Reply
Shotster
Ah, ok. Thanks for the quick reply!

-Steve
andrew replied on at Permalink Reply
andrew
Very nice! I've re-posted this to our how-tos section (with attribution) and I believe franz gave your account some karma.

http://www.concrete5.org/documentation/how-tos/screencast-how-to-cr...
senshidigital replied on at Permalink Reply
senshidigital
Thank you Andrew!
hursey013 replied on at Permalink Reply
hursey013
Thanks for the video.

With the ability to assign permissions to specific file sets in the file manager, this same sort of thing can be accomplished in there by using a combination of advanced permissions and set permissions.

I just set up the same sort of client area to allow clients to log directly into the file manager and see/download only their files. It took a lot of messing around, but I could probably recreate the steps if anyones interested.
senshidigital replied on at Permalink Reply
senshidigital
Go for it. Always good to know how to do things differently.
FatTony1952 replied on at Permalink Reply
FatTony1952
FYI, your link doesn't work anymore Andrew.
senshidigital replied on at Permalink Reply
senshidigital
Hi

I just tried it and it worked fine?!?

http://vimeo.com/10894493

This was also made before the Login Re-direct add-on came out, which helps.
FatTony1952 replied on at Permalink Reply
FatTony1952
Actually, I was talking about the link to the C5 documentation on the video. The video works great!

My bad.

http://www.concrete5.org/documentation/how-tos/screencast-how-to-cr...
okhayat replied on at Permalink Reply
okhayat
Very nice indeed.
One thing though, If you "really" don't want the public to view your /members page, you should remove the read permission from guests.

Thanks for taking the time to make this great simple precise video :)
senshidigital replied on at Permalink Reply
senshidigital
Thans a good point. Cover all bases!
osu replied on at Permalink Reply
osu
Hi dojodesign,

This a good solution for adding files for individual clients that are all within a particular group. But is there any way to do this on an individual user basis?

I've been looking around for a solution for creating a page that offers a specific set of files for an individual user without having to add a new group for each user - particularly as there would be over 300 users!

Nice tutorial by the way, I'll be looking to contribute a few of these soon.

Osu
senshidigital replied on at Permalink Reply
senshidigital
This I am not sure of. I think the permissions within C5 are per group. I might be wrong if someone wants to confirm or if they know of a way to do this?
osu replied on at Permalink Reply
osu
It would be great if someone could confirm if that's possible. Another approach I was considering (although not as quick and flexible as using a block) was to use this block by Tony:

http://www.concrete5.org/marketplace/addons/user-info/...

And create an image/file attribute for each user that would be displayed on their page...

*EDIT*

I just realised that you can activate the image/file attribute for users in Sitewide Settings under 'Attributes' (just needed to check the button).

So, I guess I should be able to add specific files as an attribute for individual clients in the Dashboard end of C5 using this technique and then display those attributes within the member's page view.php file...we shall see.

If I'm successful, there'll be a video tutorial of how to do it coming up.

Cheers,

Osu
binoy replied on at Permalink Reply
binoy
I want to remove the links to "Friends" and "Search members"? from the user profile pages. How to proceed? which file I have to edit? Kindly help. Thank in advance.
Mnkras replied on at Permalink Reply
Mnkras
just delete the 2 pages from the sitemap or don't give the users view access to them and they should disappear
cannonf700 replied on at Permalink Reply
cannonf700
binoy,
the file that controls that area of the profile page is in:
root/concrete/elements/profile/sidebar.php
binoy replied on at Permalink Reply
binoy
Thank you, Mnkras, I could set permission to Friends. But I think it is not possible to do the same with "Search Members".

Thank you, Canon, for guiding me to the location of the files. I could manage the "Search Members" link by editing the file.
pixel8 replied on at Permalink Reply
pixel8
great video :)
senshidigital replied on at Permalink Reply
senshidigital
Thanks!!
WTR5 replied on at Permalink Reply
First, thanks a lot chris! Very useful. But there's one thing I can't figure out. How can I assign a certain user to a certain page, so that when someone logs in he goes to that page instead of the home page (for now, only my admin account goes to the home page, other users don't even go there, the window remains at the login page). Does it maybe have to do something with the code you used at 3.49 minutes? I can't read that, what does it say?
senshidigital replied on at Permalink Reply
senshidigital
With the core system you can only send all users to the same page. You can set this in the dashboard's users and groups section and click on login/registration.

C5 Have just brought out an add-on that will allow you to direct different users to different pages. A little expensive but does the trick.
WTR5 replied on at Permalink Reply
Thnx. I tried a few things but it doesn't work. The first time I enabled public profiles and enabled to send members to member profile and it made a members page and it directed users to there but i have deleted that page. but now I want that again and can't get it workig, I made a new page with the name 'members' but that doesn't do the trick. I now have sent users to a custom page and chose a page but that doesn't work either. (public profiles is still enabled btw). Do you know how to solve this?
senshidigital replied on at Permalink Reply
senshidigital
sounds like deleting the members page has done something to the system.

You may have the original file on your computers site root. try uploading that and see if it works. You may need to add it again into the page styles.

If not you may need to install C5 again. I would ask one of the core members incase they have came across this.
andreyman3d2k replied on at Permalink Reply
Hi,

I followed these instructions to create a Client Area (and disabled 'view' permissions from guest). I believe that there may be a security flaw here, or perhaps I just did something wrong:

If I log in as a user, I get taken to something like this:

/index.php/profile/3/

when I change that last number to another number, I actually get taken to a different user's profile page. I still see the files for the user that I originally signed in as, however I am able to view the username & avatar of the other users. This (relatively easily for a snoopy user) gives away who my other clients are. Is there a way around this?

Thanks,

Andrey
senshidigital replied on at Permalink Reply
senshidigital
Not came across this issue to be honest.

Personally I would not use numbers that people can just change. I use clients names etc which is a little harder. Saying that if the permissions have been set up correctly they no other user should be able to view info on the page.

This may be an issue with the latest C5? The tutorial was from before this release, but it should be the same.

C5 have released a login attribute add-on which does a better job of creating a client area but it is a little expensive.
andreyman3d2k replied on at Permalink Reply
Thanks for the reply. I didn't use the numbers, that's just what the end result was when I followed the instructions... Is it a product of the fact that I am not using Pretty URLs?

Hmm...

Andrey
senshidigital replied on at Permalink Reply
senshidigital
I always use pretty URL's but that should not cause any problems.

What I would do is set up a fresh install of C5 with advance permissions on try again.

Deleting the pages you did not want to delete may have broke C5. If a fresh install does not work then I would speak to C5 if there permissions are not working properly.

I will try and create a test version here and see what happens too.
andreyman3d2k replied on at Permalink Reply
Question -- is it possible to have Guest automatically unchecked when adding block/setting permissions?

Thanks very much, in advance.

Andrey
Mnkras replied on at Permalink Reply
Mnkras
you can use events to set the permissions on a page when its created
berteldk replied on at Permalink Reply
Very nice tut - just what i needed!!! Just 1 thing i cant figure out ... once i log in as a client i come the the client site with the files etc. but then i go and browse some other sites and i cant get back to the client area without manually typing in the adress like :http://www.mysite.com/profil/2 - any ways to add a link to the client area page for that user on sign in?

thanks
Ekko replied on at Permalink Reply
Ekko
If your using the method in the video than you can just use the link yoursite.com/profile/ it will take the user to the profile page, and their profile like profile2