[Resolved] Automatically link users to others users upon registration

[Author]

Posts

[matthiasV-2]

We would use a wordpress plugin to create a unique link for users. Users can share this link with clients.

Now it should be possible for clients to be automatically linked to the users when they register over a Toolset form.

Can you elaborate precisely how this can be done?

[Shane]

Hi Matthias,

Thank you for getting in touch.

Based on this you want to link one use to another in the form of a Post Relationship ? Unfortunately if the User's doesn't have a Profile in a custom post type then you won't be able to link it to their clients.

This is because Users can't have post relationships.

So you will need to have your Users create a profile under a Profile custom post type and Clients create a Profile under a Client Profile post type and from there they can be linked but not User -> User only Post -> Post.

Here is a quick guide on how you can allow the users to create their profiles.
https://toolset.com/documentation/legacy-features/views-plugin/how-to-create-custom-searches-and-relationships-for-users/

Please let me know if this helps.
Thanks,
Shane

[matthiasV-2]

Shane,

The usecase would be this:

User creates an account on our website
User creates a unique link and shares with a client
Client creates an account on our website over the unique link
Client is automatically linked to the user
This information is being displayed on both the user and the client Toolset form

[matthiasV-2]

My issue is resolved now. Thank you!