Can I use s2member to create a client portal

#1

Hi,
Wonder if I can use s2member to create a client portal. I want each user to have his own page where they will find their files (designed for them) and subscription or payment details.
Many thanks,

#2

Hi Rami.

You can create a profile page, and show dynamic content in it.

Here you can find a profile form shortcode you can use there: WP Admin > s2Member > General Options > Member Profile

And there’s the s2Get shortcode to show a bunch of different things: https://s2member.com/kb-article/s2get-shortcode-documentation/

And for personalized file downloads, it’s a bit trickier… Here’s a video that touches on that: https://www.youtube.com/watch?v=BBltDUopo1U

I hope that helps. :slight_smile:

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#3

Thanks Christian :+1:
That looks great.

One more thing, I am trying to give clients access to a form to request translations as long as long as they are active subscribers. Any advice on a form option to give users access to their own submissions?
Thought of a form that creates a custom post type, but will S2Member give users exclusive access to post they create?

#4

You can protect the form’s page with s2Member at the level you require for them. WP Admin > s2Member > Restriction Options

:slight_smile:

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#5

Any advice on a form solution that works well with S2Member pro where I can give users access only to their form submissions , which in turn is posted as custom post type?
In other words, users only able to access (view not edit) the cpt they created.

And does s2Member support Zapier yet?

#6

I don’t have a specific one to recommend. Any form that does that should be fine. Then you’d need to customize the access to it with s2Member somehow, probably with a conditional that checks his access. And if you want their uploads protected by s2Member, they need to go in the s2member-files directory. Try talking with a good WP developer about it to get a quote. Maybe @krumch can help you.

No, no zapier yet.

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#7

Their uploads will be sent to cloud via the form I am using currently. What I want to restrict, is their access auto restricted to a page showing just the posts they created (form will also create a custom post type). Think I will add them manually to their own pages (as a portal) as shown in the video you shared above.

Thanks a million for your in-time reply. I am testing the free plugin and it looks great. Will check the tutorials you sent as I think I am going pro with this.
PS. Just hope Zapier coming soon.
PPS. This plugin rocks.

1 Like
#8

:smiley::+1:

1 Like