[Resolved] Split: Multi-level user environment

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[maiS]

Aah I see, thank you!

I'm sorry for all the questions but I have another one. I think Toolset is really great so I really wanna make it all work for my client!

As mentioned earlier, there's 2 types of users on our site: Hosts of events, that creates their events by filling out information - and users that buy the events (customers).

This question is regarding the hosts.

Is it possible to create a nice frontend template where they fill in all their information, so they don't have to use the backend? I imagined this:
1) The host creates a host-user
2) The host will now be re-directed to a page where they fill out some fields with the necessary information (created and chosen by admin)
3) The host press "Publish" or "upload" or something, and they are done.

We want to take as much work and responsibility away from the host. They basically just have to inform us about their event. They shall not be allowed to change layouts or anything, because then we will have a different layout for every host - and some are good at creating and some are not. So we want to be in charge.

Here an URL with an example of what I imagine with the frontend template for the hosts:
hidden link

[maiS]

Okay cool, I'll wait for your reply here 🙂

[Waqar]

Hi,

Thank you for waiting and sorry about the delay in getting back on this.

These questions are mostly covered in a separate reply ( ref: https://toolset.com/forums/topic/split-pre-made-template-and-split-up-sign-up-process/#post-1589953 ), but I'll add some further notes here.

Your website basically will need three types or level of users:

1. Administrators
2. Event hosts
3. Event participants/customers

The users with the "Administrator" role (which is available in WordPress out-of-the-box) will be able to access the admin area and perform all actions.

The users with the "Event hosts" role (which will be a custom user role), will be able to fill out a form on the front-end to enter his/her event's details.

The users with the "Event participants/customers" role (which will also be a custom user role), will have the least access and would only be able to sign up on the website and browse for the available events.

I'll recommend to check out the guides mentioned in the other reply, to get familiar with custom user roles, access restrictions, and content templates.

If any step or point is not clear, you're welcome to reach us anytime.

regards,
Waqar

[maiS]

Yes exactly!
I am so happy it can be done!

And about the template in the frontend itself - does this guide also cover how to set up that template, so the "event host" does not have to access the back end to fill out the form with the event's details?

[Waqar]

Hi,

Thanks for writing back.

The guide on the content templates will only cover how to create them.

The content restriction part will be covered by a different plugin Toolset Access:
https://toolset.com/documentation/user-guides/access-control/managing-wordpress-admin-capabilities-access/#creating-custom-roles
https://toolset.com/documentation/user-guides/limiting-read-access-specific-content/

Also, it is important to note that based on the user's role he/she will see limited options in the back-end admin area.
( ref: hidden link )

The Toolset plugins don't include any built-in option to completely disable the back-end admin area access for specific user roles, but there are other third-party plugins available for this, for example:
https://wordpress.org/plugins/remove-dashboard-access-for-non-admins/

regards,
Waqar

[maiS]

Hi Waqar,

Thanks for your answer!

The most important thing is, that the template for filling out event information can be accessed on the frontend for the host, so they can fill it out and press "publish" or something like that 🙂 When they login or create a user we will try and redirect them directly to the frontend template where they fill in the Informations and then that's it for them 🙂

[maiS]

Hi again,

I now looked at the guides, and I am still unsure on how I create the template / page where the host just has to fill in the information in the frontend without using the backend.

I guess I need to use some dynamic fields, but it needs to be fields where the host can type information in directly in the frontend and then the system creates / saves this info as a event in the backend.

sorry for all the questions.

[Waqar]

Hi,

Sorry about the delay in getting back on this.

To help you better understand the roles and workflow, here is a brief summary of who will do what:

1. An Administrator user will create a custom post type "Events" in the backend, where information about each event will be saved.
https://toolset.com/documentation/user-guides/getting-starting-with-types/#create-custom-post-types-from-the-toolset-dashboard

2. Suppose that you need to collect the following information about an individual Event from the event's host:
a). Event Title
b). Event Location
c). Event Start Date
d). Event End

For the title, event post's Title field can be used and for the other three items, the Administrator user will add custom fields with the "Events" post type in the backend:
https://toolset.com/documentation/user-guides/using-custom-fields/

3. The Administrator user will also create a content template for an Individual "Event" post in the backend, that will show the event's title and the custom fields that are mentioned above:
https://toolset.com/documentation/user-guides/view-templates/

When a visitor will see a single Event post on the frontend, the design or layout would be based on this content template.

4. The Administrator user will create a user registration form in the backend, so that "Event hosts" users can register on the website, from the frontend:
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-registering-users/

5. The Administrator user will also create a form in the backend so that the information about a new "Event" post and its fields can be entered from the frontend:
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-creating-content/

6. Now let's move to the "Event hosts" users. He/she will first register as an "Event host" user using the frontend form created in step 4.

7. After registering and logging in to the website's frontend, he/she will be able to create a new "Event" using the frontend form created in step 5.

As a result, event hosts users will keep on adding their Events using only the frontend, while those events will be shown on the frontend using the content template created in step 3.

To avoid any confusion, my recommendation would be to practice with the components mentioned above on a test website and once you've become familiar with these concepts, move to more advanced topics like content restriction.

If you haven't already tried it, we also offer a free demo library, to learn and explore Toolset plugin features at:
https://discover-wp.com/

You can create demo websites there and explore how different features are used in pre-built referenced sites:
https://discover-wp.com/site-templates/

For example, the "Membership site" can be a good and relevant example of the components that you'll need on your website:
https://discover-wp.com/site-types/membership-layouts/

I hope this helps and please let me know if any point or step is not clear.

regards,
Waqar

[maiS]

hi there,

I have been working with the above described elements and I need some more help.

So on the website it has to be possible to buy a ticket for the event. So when the host create the event through the frontend template that I created following the above guide, it should also be possible to enter a price and there should be an add to cart button.

I don't know if this means that I need to involve WooCommerce, but I imagine that it does.

So:
The host types in the information about the event including the price.
The template automatically creates a listing / product with an add to cart button, so the customer can buy a ticket.

How do I make this happen?

Thanks 🙂

New threads created by Waqar and linked to this one are listed below:

https://toolset.com/forums/topic/split-how-to-link-events-and-products/

[maiS]

Oh and also the host has to chose between different product categories that fit their event. So that has to be in the "create event" template too.

[Waqar]

Hi,

I've created a separate ticket for your new question and will reply to it shortly.
( ref: https://toolset.com/forums/topic/split-how-to-link-events-and-products/ )

For future reference, please open a new ticket for each new question or concern, for more efficient and timely support.

regards,
Waqar

[maiS]

Hi there,

I have a question to the above guide.

The title of the event is different from event to event - how do i add a custom field, that will look like a header element on the Event template, with my customized settings but in the signup template it is a field where the host type in the title of the event?

Thanks

[maiS]

And also - how do i connect the custom field: "Address" to the Google map element? So that when the host types in the address in the signup template this custom field will connect to the google map element that i add on the event template?

Or does the custom address field already create a google map itself?

[maiS]

And another question, i forgot:

I created a custom field called Dates - so the host can type in the date in the signup template

1) how to i make it possible to type in the start AND end date, and not only the start date?
2) when i want to add the custom field to the event template, i can see and chose all other custom fields, but not the date? It doesn't pop up in the drop down i can chose from.