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[Resolved] Need to create a website for the managment of clients in a Lawyer office

This support ticket is created 6 years, 2 months ago. There's a good chance that you are reading advice that it now obsolete.

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#453471

I need to create a website for the management of clients in a Lawyer office.

The administrators will create the users (customers) Each customer will have his own area where to download pdf’s and other documents that the administrators will upload to each customer’s area. Everytime an administrator uploads information, the system will have to send an email to the customer advising that he has new documents to download.

On the other hand, customers will have to be able to upload invoices or other documents in pdf to their customer area and then, the system will have to send an email advising the administrator that customer “x” has uploaded files to his area.

How could I achieve this with Toolset, please?

#453879

1. The administrators will create the users (customers)

This could be done with CRED User Forms.
You can create Forms that add new users. If the Admin who creates those users has the Email, name and so on of the users, he can do that himself, and the notification system of CRED will help to send notifications to the new users.
Also, the Visitor (prospect) can create the new user himself, by using the same form.

The DOC for this is here:
https://toolset.com/documentation/user-guides/cred-user-forms/
https://toolset.com/documentation/user-guides/cred-user-forms-email-notifications/

If you need specific Help with CRED User forms, please ask for it in a singular Ticket, so we can keep all issues separated and on the topic.

2. Each customer will have his area where to download pdf’s and other documents that the administrators will upload to each client’s area.

This is a little tricky.

WordPress does not provide a Front End Profile, and neither does Toolset.
What you can use here is either several user Fields, where you (the visitor or the admin) can upload several things to the User Profile itself.
This User Data can then be displayed with Toolset as an example on a Page, where the current logged in user information is displayed.
That means, also a file (uploaded to the particular logged in user) would be visible there, and only visible to the given user.

An email notification can be sent with the same principles as in the DOC above linked elaborated.

Here is elaborated how to create and display User Fields:
https://toolset.com/documentation/user-guides/user-fields/
https://toolset.com/documentation/user-guides/displaying-wordpress-user-fields/

Also here, if you need specific on topic info or help, a separate ticket would be the way to go

3. Every time an administrator uploads information, the system will have to send an email to the customer advising that he has new documents to download.

This can be done as above mentioned, by sending an email to the User when the Edit User Form is submitted.
You can also trigger this Email only if some Fields are edited.
The details are in the DOC above linked, here again for reference:
https://toolset.com/documentation/user-guides/cred-user-forms-email-notifications/

4. On the other hand, customers will have to be able to upload invoices or other documents in pdf to their customer area and then, the system will have to send an email advising the administrator that customer “x” has uploaded files to his area.

This is possible in the same way, it just needs a second User Edit Form, that the user will use when editing his profile (uploading the data)
In CRED there is a particular Email setting "Send notification to a WordPress user:", where you can define the User to receive the notification, in your case this will be the Site's Admin.

#454769

Thank you so much Beda.

I have another question ... the customers will be divided into 3 groups (Legal, Attorney and Labour) What is the best way to treat this in the website from your point of view, please?

#454774

I would have a look at Access Plugin, there you can set User Roles (also Custom Roles) and control who can see and do what on the site.

The DOC For Access is here:
https://toolset.com/documentation/user-guides/#access

I think this is the best way to "divide" your customers into groups, it also gives you the control over their capacities.

#454831

Thank you Beda.

But, considering there will be customers who can belong to one, two or even the three roles, could all roles be applied to a single customer?

#454838

No, Toolset does not allow several Roles per user.

In the case you need several (same) attributes per user, I would consider adding a user Field to the Users, with Types.

You could then somehow mimic a user Role with this field.

Of course, this will not be a Role, but just an identifier to use when you need to check the user for a certain value (like Legal, Attorney and Labour)

User fields are explained here:
https://toolset.com/documentation/user-guides/user-fields/

You can then use this as example in wpv-conditionals:
https://toolset.com/documentation/user-guides/conditional-html-output-in-views/

So you can check for a user value and display certain things only if the Current Logged user matches the condition

#456652

Thank you so much for your valuable support Beda.