How to create a Client Area - Video Tutorial6 users found helpful
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...
Hope it helps and find it useful.
Thanks to Mario for his input!
ps. Hope you understand my Scottish accent. ;-D
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)
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.
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.
I just tried it and it worked fine?!?
This was also made before the Login Re-direct add-on came out, which helps.
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 :)
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.
And create an image/file attribute for each user that would be displayed on their page...
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.
the file that controls that area of the profile page is in:
Thank you, Canon, for guiding me to the location of the files. I could manage the "Search Members" link by editing the file.
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.
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.
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:
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?
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.
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.
Thanks very much, in advance.