Comments on: How to create a client portal in WordPress http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/ Helping to empower people with their web presence Thu, 09 Feb 2012 19:26:36 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Jean http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2131 Jean Thu, 12 Jan 2012 17:23:39 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2131 Hi Rahul, I'm sorry, the sites I've set up are private and I haven't had time to create a test site for this. Worth a thought, though! I'll let you know if I have any time to do that and will post it :) Hi Rahul, I’m sorry, the sites I’ve set up are private and I haven’t had time to create a test site for this. Worth a thought, though! I’ll let you know if I have any time to do that and will post it :)

]]> By: Rahul http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2130 Rahul Thu, 12 Jan 2012 16:47:45 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2130 Can you please provide a sample using all the techniques provided above. Can you please provide a sample using all the techniques provided above.

]]> By: Jean http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2127 Jean Thu, 05 Jan 2012 18:28:38 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2127 Hi Motti - I've been pulled in other directions & haven't had time to really explore S2Members, but I'd actually suggest trying that first. In fact, I'll update my post to suggest that. I definitely would have used an out-of-the-box solution if it were available when I needed a protected client area. There just wasn't anything available at the time. Good idea about the client proofing code. Since I'm not really a programmer, I tend to try and think of how to repurpose other people's code. In this case, I'd recommend a <a href="http://wordpress.org/extend/plugins/five-star-rating/screenshots/" rel="nofollow">5-star rating plugin</a> and look to have it applicable to each photo in your gallery. I believe if you upload all the shots to 1 post/page, then feature it as a gallery, each image will click out to the appropriate attachment page. (showing the image larger) and if it can be shown there, it can be rated. Though I know that's a cheap-o work around, I totally "get" that it would be more helpful if you could view the ratings all on the same page and it would be great if the top rated images would float to the top :) Good luck! It's great to see the community work together for the greater good & am glad to help when I can. Hi Motti – I’ve been pulled in other directions & haven’t had time to really explore S2Members, but I’d actually suggest trying that first. In fact, I’ll update my post to suggest that. I definitely would have used an out-of-the-box solution if it were available when I needed a protected client area. There just wasn’t anything available at the time.

Good idea about the client proofing code. Since I’m not really a programmer, I tend to try and think of how to repurpose other people’s code. In this case, I’d recommend a 5-star rating plugin and look to have it applicable to each photo in your gallery.

I believe if you upload all the shots to 1 post/page, then feature it as a gallery, each image will click out to the appropriate attachment page. (showing the image larger) and if it can be shown there, it can be rated. Though I know that’s a cheap-o work around, I totally “get” that it would be more helpful if you could view the ratings all on the same page and it would be great if the top rated images would float to the top :)

Good luck! It’s great to see the community work together for the greater good & am glad to help when I can.

]]> By: Motti http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2126 Motti Tue, 03 Jan 2012 05:51:34 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2126 Oh ya, and if you can come up with a client proofing code (you know, for photographers that want to have their client view and mark their favorites), you will be very popular :-) Cheers, Motti Oh ya, and if you can come up with a client proofing code (you know, for photographers that want to have their client view and mark their favorites), you will be very popular :-)

Cheers,
Motti

]]> By: Motti http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2125 Motti Tue, 03 Jan 2012 05:47:08 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2125 Hi Jean, Thank you very much for sharing your work. I just stumble upon your post and will defenately take a crack at it tomorrow. By the way, any more insights into the S2Member plugin? A question if that's OK, I would like my clients to be able to see the "master" page of all the clients before login into their own page/post. Is that possible with your way? Cheers, Motti Hi Jean,

Thank you very much for sharing your work. I just stumble upon your post and will defenately take a crack at it tomorrow. By the way, any more insights into the S2Member plugin?

A question if that’s OK, I would like my clients to be able to see the “master” page of all the clients before login into their own page/post. Is that possible with your way?

Cheers,
Motti

]]> By: Jean http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2128 Jean Sun, 18 Dec 2011 17:04:27 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2128 Hi Linda - It is absolutely possible to have a blog that is only viewable by members only. I'd recommend to anyone to check out the S2Member plugin to set the privacy of most of your site pages to be private except for a sign-in/subscribe page :) Hi Linda – It is absolutely possible to have a blog that is only viewable by members only. I’d recommend to anyone to check out the S2Member plugin to set the privacy of most of your site pages to be private except for a sign-in/subscribe page :)

]]> By: Linda williams http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2100 Linda williams Mon, 05 Dec 2011 23:25:00 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2100 Hi Jean, This is probably a stupid question, however, is it possible to create a blog in Wordpress that is viewable to readers ONLY after they have logged into my secure site? Thank you for any help you will provide! Linda Hi Jean,
This is probably a stupid question, however, is it possible to create a blog in WordPress that is viewable to readers ONLY after they have logged into my secure site? Thank you for any help you will provide!

Linda

]]> By: Jean http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2129 Jean Wed, 30 Nov 2011 17:07:54 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2129 Hi Ryan, The top level "clients" page you created needs to be assigned a template of "clients redirect". Then, it will look at your client sign-in name, and redirect them to the appropriate sub-page that you've created for that client. (which has a template assignment of "clients".) Good luck! Hi Ryan,

The top level “clients” page you created needs to be assigned a template of “clients redirect”. Then, it will look at your client sign-in name, and redirect them to the appropriate sub-page that you’ve created for that client. (which has a template assignment of “clients”.)

Good luck!

]]> By: Ryan http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2082 Ryan Thu, 17 Nov 2011 04:13:18 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2082 First - brilliant post. This is tremendously helpful for someone starting out developing a client portal via Wordpress. I do however, have a question. Towards the end of the tutorial, I create the clients.php and clientsredirect.php and have them saved in the same directory as the page.php file that I based the previously mentioned .php files off of. However, the final step of the tutorial redirects any client with the role "client" to the directory yourdomain.com/clients/. I tested this, and upon logging in using a test client username, I am led to yourdomain.com/clients/ which is currently totally empty. I am not seeing the link between the clientsredirect.php and redirecting a client to the seemingly empty /clients/ directory. Can you clarify how a client is supposed to login and immediately load the clientsredirect.php page? Thank you, Jean. First – brilliant post. This is tremendously helpful for someone starting out developing a client portal via WordPress.

I do however, have a question. Towards the end of the tutorial, I create the clients.php and clientsredirect.php and have them saved in the same directory as the page.php file that I based the previously mentioned .php files off of. However, the final step of the tutorial redirects any client with the role “client” to the directory yourdomain.com/clients/. I tested this, and upon logging in using a test client username, I am led to yourdomain.com/clients/ which is currently totally empty.

I am not seeing the link between the clientsredirect.php and redirecting a client to the seemingly empty /clients/ directory. Can you clarify how a client is supposed to login and immediately load the clientsredirect.php page? Thank you, Jean.

]]> By: Jean http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/comment-page-1/#comment-2071 Jean Mon, 07 Nov 2011 18:08:46 +0000 http://jeanegan.com/2010/02/05/how-to-create-a-client-portal-in-wordpress/#comment-2071 Oh good, Eric! Not sure if you got my email - but glad you figured it out on your own. I'm currently researching the S2Member plugin that Debbie mentioned above. It looks <i><b>very</b></i> promising and even has a LOT of video tutorials to get started. Just finding the time to dig in is difficult! I'm not expanding the functionality on what I've done above, but am checking out S2Member and will write a review on my experience of it. Oh good, Eric! Not sure if you got my email – but glad you figured it out on your own.

I’m currently researching the S2Member plugin that Debbie mentioned above. It looks very promising and even has a LOT of video tutorials to get started. Just finding the time to dig in is difficult! I’m not expanding the functionality on what I’ve done above, but am checking out S2Member and will write a review on my experience of it.

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