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[Resolved] Creating a portal site with a login

This support ticket is created 4 years, 9 months ago. There's a good chance that you are reading advice that it now obsolete.

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Supporter timezone: America/Jamaica (GMT-05:00)

This topic contains 5 replies, has 2 voices.

Last updated by Shane 4 years, 9 months ago.

Assisted by: Shane.

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#1520915
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Tell us what you are trying to do?
I am trying to create online portals where clients can log in and access their construction qualifications which we will upload and they can just view. The portal will also include a photo, their name, Date of birth. We would also like Managers to be able to view a certain Clients portals which I take is done by a post relationship.

I have attached the stages how it will work so hopefully this helps.

Is there any documentation that you are following?
https://toolset.com/learn/create-membership-site-wordpress-using-toolset-plugins/

Is there a similar example that we can see?
Here is an example site who are doing a similar idea... simply log in to their example portal and check it out.
hidden link

Is there a way of achieving this?

I look forward to hear back from you.

#1521157

Shane
Supporter

Languages: English (English )

Timezone: America/Jamaica (GMT-05:00)

Hi Jack,

This is possible to achieve with our Toolset plugins.
However I would recommend that you create a test site on our discover-wp.com site, particularly the membership site
https://discover-wp.com/site-templates/

This should be able to server as a guide to let you know what is possible to achieve.

You can essentially ignore the styling because you can design the pages any way you like, What is important is viewing the functionality.

Here are some other documentations related to this.
https://toolset.com/documentation/user-guides/front-end-forms/building-the-my-account-page/

Please let mw know if this helps.
Thanks,
Shane

#1521385

Hi Shane,

Thank you for the reply. I will take a look at the membership sites now.

As the portals can only be seen by the individual who has their certificates uploaded to that. Is it possible where if someone logs in they can ONLY VIEW their own portal and not everyones?

Thanks
Jack

#1521569

Shane
Supporter

Languages: English (English )

Timezone: America/Jamaica (GMT-05:00)

Hi Jack,

Yes it is possible for users who are logged in to only view their own portal or own information.

This can be achieved by using our Access plugin.
https://toolset.com/documentation/user-guides/access-control/setting-access-control/#managing-access-control-for-posts-pages-and-custom-post-types

Please let me know if this was able to point you in the right direction as well.

Thanks,
Shane

#1521571

Hi Shane,

Thanks for this!

The last question I had was how do I make it like the screen shots I sent. So you will have the list of qualifications, then you click into one then it opens all the evidence for that qualification. Then when you click into that it goes into the last page with the evidence?

Would you create different post types to achieve this?

Thanks,

#1521617

Shane
Supporter

Languages: English (English )

Timezone: America/Jamaica (GMT-05:00)

Hi Jack,

Based on what I see here you will need to utilize post relationships. So when you click on a single Qualification it will display the related evidence for that qualification.

This can also be done using taxonomies as well given that you won't need any advanced manipulation of the data.
The user can create their qualification post and then select which evidence they have for that qualification. From there you can setup the view to list the users qualifications and when you click to that qualification you can list out the evidence using a taxonomy view.

From there if the user clicks on one of the evidence taxonomy it will take you to the page where you've created a custom template to display that taxonomy.

Thanks,
Shane