I would like to setup toolset to do the following :
1- Client Areas (Dashboard).
2- Brandable Login/logOut page widget.
3- Clients can update their details from the dashboard.
4- The contain Dashboard alerts for quotes, projects, invoices and support tickets.
5- Ability to view all quotes, invoices, projects, tasks and support tickets.
6- Client account password reset.
Thanks you,
arabsworks
1- Client Areas (Dashboard).
3- Clients can update their details from the dashboard.
Okay sure, you can create a dashboard page and display a user's information on that page. You can also include a CRED form that allows the User to edit his or her own information.
2- Brandable Login/logOut page widget.
6- Client account password reset.
We offer a login widget that you can place on a custom designed page using a shortcode, and a logout link you can place using a shortcode. We also have shortcodes for reset or change password.
4- The contain Dashboard alerts for quotes, projects, invoices and support tickets.
I'm not exactly sure what this means, but you can create Views of custom post types (like quotes, projects, invoices, etc) with filters (for instance, whether or not the item is assigned to someone), and show each matching result in a notification somehow on the Dashboard screen. If this isn't what you had in mind, I will need a bit more information about what you would like to achieve.
5- Ability to view all quotes, invoices, projects, tasks and support tickets.
Sure, this sounds like something Views can help you accomplish. Each of your custom post types will receive its own page on the site. You can create a View of any custom post type, and show the User a list or table of results that are sortable and filterable. Long lists can be paginated, and include links to each single post's page.
Let me know if you have additional questions about how to set up your site. I recommend following our Getting Started Guide for a general overview:
https://toolset.com/documentation/getting-started-with-toolset/
Dear Christian,
As usual thanks for the excellent support,I do appreciate if you can elaborate in more detail:
Q1 and Q3
How I can create a dashboard page and display a user's information with CRED also how we can restrict certain sources for a particular user in the Client Areas with Access add-on.
Q2 and Q6
Got it thanks.
Q4
How to show each matching result in the Dashboard screen still I need more help!!!.
Q6
How we can create a View of any custom post type, and show the User a list or table of results
(if the results ONLY related to a particular user).
How I can create a dashboard page and display a user's information with CRED
- Create a custom page called "Dashboard"
- Create a new Edit User CRED form, which allows you to edit the current User
- Place the Edit User CRED form on the Dashboard using a CRED form shortcode
Here is some more information about User CRED forms:
https://toolset.com/documentation/user-guides/cred-user-forms/
also how we can restrict certain sources for a particular user in the Client Areas with Access add-on.
There are several ways to restrict content in Client Areas. You can limit access to entire pages using Post Groups and User Roles. You can use Access Control shortcodes to limit access to parts of a page's content, and you can filter the results of Views using author, user ID, or some other custom field criteria.
https://toolset.com/documentation/user-guides/setting-access-control/
https://toolset.com/documentation/user-guides/limiting-read-access-specific-content/
https://toolset.com/documentation/user-guides/access-control-texts-inside-page-content/
https://toolset.com/documentation/user-guides/filtering-views-query-by-author/
https://toolset.com/documentation/user-guides/filtering-views-by-custom-fields/
How to show each matching result in the Dashboard screen
Let's assume you use Access, Post Groups and User Roles to limit access to certain Quotes. Each User can be assigned a custom User Role. Each Quote can be assigned to a Post Group. In Access Controls, you will set permissions for each Post Group based on User Role. When you create a View of Quotes, each User will only see the Quotes that are in Post Groups that his or her User Role can access.
Or, you can set each user as the Author of a post, and restrict access to each post to only its own Author.
Or, you can create a repeating custom field on each post that is used to hold User IDs. Then you can test the value of this custom field and compare it to the current User, and determine whether or not to show a post's content using Access Control Shortcodes.
So there are several ways to do this, and I think the links I posted above may help you decide what is best for your needs.
How we can create a View of any custom post type, and show the User a list or table of results
(if the results ONLY related to a particular user).
As I mentioned above, if you use User Roles and Post Groups, these rules will be automatically applied to a View of any custom post type. Or you can filter by post Author or Custom Field.
Christian,well explained definitely I will follow your explanation and maybe if I need more help I will send to you here.Thanks
Okay that's fine. I will mark this ticket as pending an update from you. No need to reply right now. The ticket will remain open for 30 days, or you can create a new ticket any time.
