[Resolved] Understanding setting up a page to be managed by each user

[Author]

Posts

[randomblink]

Tell us what you are trying to do?
I would like to setup a page, let's call it 'CharacterPage,' for certain user types.
If a user is of a CharacterCreator type then they can create a CharacterPage and edit that CharacterPage.
I want to charge OTHER users to be able to view an individuals CharacterPage, but I can use RestrictContentPro (a plugin) for that.
I would like to figure out how to allow the CharacterCreator to create Blog posts that show up on the CharacterPage and ONLY on the CharacterPage so that ONLY people who are paying for that CharacterPage can see those posts.

I know that I would need Toolset Access to create a user role of CharacterCreator.
I know that I would need to create a CPT of CharacterPage.
I know that I would need to create a Form to Create a CharacterPage.
I know that I would need to create a Form to Edit a CharacterPage.

But I don't remember where any of this information is. I've seen it before, read it before, but I don't remember it at all.

Is there any documentation that you are following?
I can't remember where it's at.

Is there a similar example that we can see?

What is the link to your site?

[Minesh]

Hello. Thank you for contacting the Toolset support.

I suggest you first check our Membership site course where you can find all information about how you can create post types, roles, limiting the access to specific role etc.etc..
=> https://toolset.com/course/wordpress-membership-sites/

You can even check the Directory site course as well:
=> https://toolset.com/course/wordpress-directory-and-classifieds-sites/

I also suggest you to create a test site on our free test platform http://www.discover-wp.com where we offer number of reference sites build on top using Toolset where you should create a test site and play with it to know what is possible and whats not.
=> https://discover-wp.com/site-templates/

[randomblink]

I should have clarified.

I've been using Toolset for years. Many years. I've just never had a usecase like the one I described, specifically, above.

I have PLENTY of experience creating Custom Post Types, Custom Taxonomies, Views and more. I'm unfamiliar with how I would give a user the ability to manage their own custom created object inside of a site as I described in detail above.

[Jamal]

Hello there! Minesh won't be available for a couple of days. If you don't mind, I'll continue with you on this thread.

If I understood well your initial request, you are looking for an answer to the following question, right?
I would like to figure out how to allow the CharacterCreator to create Blog posts that show up on the CharacterPage and ONLY on the CharacterPage so that ONLY people who are paying for that CharacterPage can see those posts.
If that is not the case, please rephrase your question so I can understand it better. If that's the case, you can do that in different ways:
- Either using an additional custom post type for the blog posts instead of the default "Posts" type, or by using the default "Posts" type and setting the posts in a different status than "Published"(either "draft", "pending", "private", or a custom post status). I hope this makes sense! Let me know you questions if it is not clear.

Then, you need to create a one-to-many relationship between the post type and the CharacterPage post type. You will use this relationship in a view inside the CharacterPage content template. This way, you will get only the posts related to the current CharacterPage post. Does it make sense? Please let me know your questions.

Check the following articles on how to create a relationship and how to list the related posts:
- https://toolset.com/course-lesson/how-to-set-up-post-relationships-in-wordpress
- https://toolset.com/course-lesson/creating-a-view/
- https://toolset.com/course-lesson/displaying-related-posts/

I hope this helps. Let me know if you have any questions.

[randomblink]

My biggest concerns aren't those you listed. I'm fairly comfortable with those.
My confusion lies in creating the CharacterPage itself so that the user can manage their own page.

Where do I put the link for them to even create the page? To edit the page?
How do I set up the process for the to request access to BE a CharacterCreator? Do they have to manually ask me? Is there a way I can create a form they can request access? Is there a way I can grant that access via WordPress admin?

These are the questions I am clueless about.

[Jamal]

Well, that will depend on how you want to implement it.

Keep in mind that pages are a default post type called "Pages". And that has a special URL scheme(vs another post type). For example, a page that has a slug contact will have the following URL hidden link and a page that has a slug "my-account" will have the following URL hidden link

However, a post from a custom post type "CharacterPage" that has a slug "dr-house" will have the following URL, assuming that the CPT slug is "characterpage" hidden link

Keep in mind that WordPress has roles and capabilities. Roles such as "Administrator", "Editor", etc. And capabilities such as "edit own", "edit others". Read more about them here https://wordpress.org/support/article/roles-and-capabilities/

This being said, you can use Toolset Access to create a custom role "CharacterCreator" that has the capability "edit own" on the custom post types "CharacterPage", and "Posts" or the custom post type that will be used for articles. This can be done at Toolset->Access Control->Post Types(tab).

You can set the role of a user on registration, using a Toolset user form. And you can let users create "CharacterPage" posts using a post form. That way the user will be allowed to edit only its own posts. You will also need to set some rules at the forms' level in Toolset->Access Control->Forms(tab).

So, you can, for example, create a page "my-account", inside of it, you can create a view that will return only the "CharacterPage" posts of the current user. And inside of this view, you can put the edit URL to let each user edit its own "CharacterPage" posts. Does it make sense?

I'll invite you to check our tutorials, they may give you some inspiration and more insights on how to let users manage their own posts and site areas:
- https://toolset.com/course/wordpress-membership-sites/
- https://toolset.com/course/wordpress-directory-and-classifieds-sites/

I know this may be too much to explain in one forum reply. Please ask me any questions if you still need more clarification about anything.