“Frontend Onboarding & Login”

  • Resolved lanceny

    (@lanceny)


    1 year ago

    Hello, You package looks really good. I have however had a couple of issues, some of which is likely my own doing.
    The homepage for the plugin states “Frontend Onboarding & Login”. I do see the section in the docs on the password and login. But there is nothing said about the onboarding, ie registration page. Is that not implemented yet? I need online registration.

    The other issue I found is that when I installed it, I do not believe it installed the expected pages automatically. This would not be a big deal IF the documentation told me what pages should have been created, so I can correct it manually. But the docs are vague and scattered on this subject.

    Finally, I think that the Dash and other pages need to be published before certain next steps can be accomplished successfully. Again the docs do not mention this step, I had to stumble on it (if I’m correct about it).

    Thank you Sam, great work!

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author Sam Glover

    (@samglover)

    I’m sorry if “frontend onboarding” seems misleading. I use that to refer to the way clients can accept their password and log in from the front end. I suppose there isn’t much “onboarding” since I implemented passwordless login, though.

    In any case, Client Power Tools doesn’t have frontend registration, although you could implement it fairly easily using a frontend registration plugin. Just make sure new users get the cpt-client user role.

    There are only two pages the plugin tries to create: (1) the client dashboard, and (2) the knowledge base. Both can be customized in the CPT settings. If they weren’t created on your website, just create two new pages, and select them on the CPT settings page. You don’t need to do anything special to the pages, and you can call them whatever you want to.

    • This reply was modified 1 year ago by Sam Glover.
    • This reply was modified 1 year ago by Yui.
    Thread Starter lanceny

    (@lanceny)

    Thank you Sam. I will give it all a whirl.

    While here I have one more question, a confusion on my part. On the Client Dash, which is unique to each client, I would like to display their basic information, projects, purchase options, etc. I’m at a loss as to how to structure the page to show all that. It would seem to need a backend database. Perhaps I should use another (sub) system which is placed on the client dash? WP Forms or some-such?

    Again, very nice project!

    • This reply was modified 1 year ago by lanceny.
    Plugin Author Sam Glover

    (@samglover)

    Sorry for the late reply. I must have missed the notification.

    You can add custom fields to client profiles, which would let you show custom information on their dashboards. For example, I have custom fields for my clients that display links to their website login, hosting admin, and domain admin.

    To do that I use the cpt_custom_fields filter hook (link goes to the documentation, with example code). This filter gives you essentially unlimited options, as long as you are comfortable doing some coding.

    Thread Starter lanceny

    (@lanceny)

    Once again, thank you Sam.

    Best,

    Lance

    Plugin Author Sam Glover

    (@samglover)

    ??

Viewing 5 replies - 1 through 5 (of 5 total)
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