I am trying to:
Build a client portal where clients can create orders for our document courier services, view all their pending orders, and track the updated status of those orders.
I have spend a half dozen days familuarizing myself with wp-types toolset and many of the case studies.
I bought types to build a client portal. I’ve been planning the structure and workflow of the Client portal for 2 weeks off and on. Wrapping my head around the structure that registers users, allows users to create orders for services, tracks the workflow of those services in terms of statuses, posts, etc. , displays lists of active jobs and job details.
User registers
User Creates order
Team receives order
Order is in cms and has workflow lifetime
Order is amended, noted, messaged, searched, listed and archived.
User views list of orders
User views order page with everything related to order
Team views all orders.
Team views all client orders
Orders are linked to clients, case numbers, addresses, names, etc.
Clients can be a custom post type and they also can be a taxonomy?
I need to be able to have client profile built into user profile so fields can populate based on login user info.
I need to display info based on login user info
Access must only be granted to client users who own the record. Basically clients can only see their own records not other clients records.
I share this back story because i have been trying to plan the structure of the site. I'm halfway into building a from scratch portal and i have 2 other demo installs that i'm toying with to try and modify to suite.
whats your advice on this? do you have any freference sites or guides that closely model the goal i'm after here?
