[Resolved] multi layer memrbeship where top layer can create users and both manage same CPT

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[davidZ-4]

Tell us what you are trying to do? build a membership site where the top tier membership can create their own client base ( create a users with lower membership privilege). both tiers can create or edit CPT using CRED. the top tier can create and view CPT for all their clients and only view information on their clients (not other top tier member clients). each lower tier client have a few different CPT they can create and edit using CRED and view. CPT have one to many relationship in a waterfall model i.e. 3 parent CPT with children which have children as well . Top tier can create, view and edit their client CPT including children.

Is there any documentation that you are following?
https://toolset.com/documentation/user-guides/creating-repeatable-field-groups-and-post-types-relationships-with-types-beta
https://toolset.com/documentation/user-guides/creating-post-type-relationships/
https://toolset.com/learn/create-membership-site-wordpress-using-toolset-plugins/
https://toolset.com/documentation/user-guides/using-a-child-view-in-a-taxonomy-view-layout/
https://toolset.com/learn/create-membership-site-wordpress-using-toolset-plugins/
https://toolset.com/documentation/user-guides/displaying-related-child-posts/
https://toolset.com/documentation/user-guides/conditional-html-output-in-views/
https://toolset.com/documentation/user-guides/#cred-topics
https://toolset.com/documentation/user-guides/setting-access-control/

Is there a similar example that we can see
No

What is the link to your site?
hidden link

[davidZ-4]

uploading a diagram to describe the relationships.
also, tier 2 user can be an orphan and create his own account and be associated to one tier 1 user if he choose to later on.

[Minesh]

Hello. Thank you for contacting the Toolset support.

Well - By looking at the requirement you shared it looks complex but most of the work will be done using CRED + Views + Access plugin but at some point it may needs custom programming.

To answer your question:
build a membership site where the top tier membership can create their own client base ( create a users with lower membership privilege).
==> Well - you can use CRED plugin for login, registration and use access to create custom role.

both tiers can create or edit CPT using CRED. the top tier can create and view CPT for all their clients and only view information on their clients (not other top tier member clients).
==> Editing CPT with CRED is fine but to group users by Tier I think you need to use custom user field or may be different role.

each lower tier client have a few different CPT they can create and edit using CRED and view. CPT have one to many relationship in a waterfall model i.e. 3 parent CPT with children which have children as well . Top tier can create, view and edit their client CPT including children.
==> You can use Types + access to create post type and set correct permissions.

However, you need to be well organize first and plan your whole requirement with smaller task and I strongly suggest you should go through our Membership site tutorial that will help you immensely to organize your structure and you will easily identify what task you can do with Toolset plugins and at which point you may need custom programming.
=> https://toolset.com/learn/create-membership-site-wordpress-using-toolset-plugins/
=> https://toolset.com/2016/10/create-membership-site-toolset-new-tutorials-available/

also, tier 2 user can be an orphan and create his own account and be associated to one tier 1 user if he choose to later on.
==> There is no such feature available but you may use custom user field as flag and set appropriate status for user account.