=== Customer Area === Contributors: vprat, marvinlabs Donate link: http://www.marvinlabs.com/donate/ Tags: private files,client area,customer area,user files,secure area,crm Requires at least: 3.5 Tested up to: 3.6 Stable tag: 2.3.2 License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html Give your customers a page on your site where they can access private content (files, notices, ...). == Description == Give your customers a page on your site where they can access private content in a secure and easy way. As of today, private content means files: you upload files for your customer, and only him will be able to view them or download them on his page. You have more information on the [plugin website](http://customer-area.marvinlabs.com) and you can even see a [live demo of the plugin and some of its extensions](http://customer-area.marvinlabs.com/demo). **Current features** * Secure customer area, accessible to logged-in users * Private pages, that can be assigned to a particular user and will get listed in its customer area * Private files, that can be assigned to a particular user and will get listed in its customer area * Show private files grouped by category / by year / ungrouped in the customer area * Comments on private files and pages: the customer/user can send some feedback/observations about it * Customize the plugin appearance using your own themes and templates **Coming soon** * More private content type (messages/...) **Extensions are now available!** Customer Area is available for free and should cover the needs of most users. If you want to encourage us to actively maintain it, or if you need a particular feature not included in the basic plugin, you can buy our premium extensions from [our online shop](http://www.marvinlabs.com/shop): * [Login and registration forms integration](http://www.marvinlabs.com/downloads/customer-area-login-register-forms/) * [Email notifications](http://www.marvinlabs.com/downloads/customer-area-notifications/) * [Extended Permissions](http://www.marvinlabs.com/downloads/customer-area-extended-permissions/) * [Collaboration](http://www.marvinlabs.com/downloads/customer-area-collaboration/) If you like our plugins, you might want to [check our website](http://www.marvinlabs.com) for more. If you want to get updates about our plugins, you can: * [Follow us on Twitter](http://twitter.com/marvinlabs) * [Follow us on Google+](https://plus.google.com/u/0/117677945360605555441) * [Follow us on Facebook](http://www.facebook.com/studio.marvinlabs) All the screenshots where done on a WordPress 3.6 development site, using the base Twenty Thirteen theme. No other customisation has been done to the plugin or to the add-ons. == Upgrade Notice == = Upgrading from 2.x to 2.3.0 = Make sure to backup your database. Some important changes have been made to the ownership system and even though we have tested our upgrade script as much as we could, you might find yourself with owners of posts reset to nobody. 1. Backup your database 2. /!\ IMPORTANT - Update all the Customer Area extensions FIRST 3. Update the Customer Area plugin = Upgrading from 1.x to 2.x = You must also upgrade all the add-ons you are using. == Installation == 1. Nothing special, just upload the files, activate and you can then visit the settings page if you want. Like any other plugin 1. You need then to create a page and insert the [customer-area] shortcode. Your customers will be able to access their private content on that page. 1. Finally, you will need to create content for the users (!): you can start with a private file for instance. Just check out the WordPress menu in your administration panel, you can add new customer files just like any post. Simply upload a file (below the content box), set the owner of that file, publish, and your customer should be able to see it. == Screenshots == 01. The customer area for logged-in customer "Gail". Files are grouped by categories. A click on the category title expands the panel. Currently shown is the "Invoices" category. 02. The customer area for logged-in customer "Gail". Files are grouped by categories. A click on the category title expands the panel. Currently shown is the "Product Samples" category. 03. The detail page for a private file. You can see the title, description and download links. 04. The detail page for a private file. Same page as in the previous screenshot, except that we have scrolled down to show that you can also comment on a private file, you can then have a discussion with your customer about that particular file 05. The private file edition page. You can have a title, description, attach a file and set the owner easily, as in any other WordPress admin screen 06. The main settings screen. 07. The private files settings screen. 08. The login screen when the login form add-on is enabled. 09. The lost password screen when the login form add-on is enabled. Also shows the integration with the Really Simple CAPTCHA plugin. 10. The registration screen when the login form add-on is enabled. Also shows the integration with the Really Simple CAPTCHA plugin. 11. Send a notification to your customer when you create a new private file (see top-right box). You need to enable the notifications add-on. 12. The settings screen when the notifications add-on is enabled. 13. The rest of the settings screen when the notifications add-on is enabled. == Frequently Asked Questions == = Where is the documentation / where to get support / where to see a demo ? = You have all the information on the [plugin website](http://customer-area.marvinlabs.com) = How can I forbid direct download of user files? = If someone knows the URL of a particular user file, he can download it without restriction. You can however secure this by copying the file "protect-downloads.htaccess" included in our plugin's extras folder to the plugin's upload folder (it should be /wp-content/customer-area). Then you will need to rename that file ".htaccess" so that your server takes it into account. = How do I create a private file? = 1. Log in the WordPress admin panel 1. Go to Customer Area 1. Select Private Files > Add new 1. Give it a title 1. (optional) write a description 1. (optional) assign a category to it 1. Choose the file owner (the user who will see it in his customer area) 1. Upload the associated file (box below the description) = How can I create my own theme? = The plugin allows you to create your own theme. The easiest way to start is to copy the default themes folder to either your theme's folder or your WordPress' content folder. You should endup with a folder structure similar to: * wp-content/customer-area/themes/admin/default * wp-content/customer-area/themes/frontend/default or if you chose to copy to the WordPress TwentyThirteen's theme folder: * wp-content/themes/twentythirteen/customer-area/themes/admin/default * wp-content/themes/twentythirteen/customer-area/themes/frontend/default Once you have copied the folders, you simply need to rename the default folder to a name of your choice, and start editing the style.css stylesheet. > *Hint: If you are using a theme that could be upgraded in the future, we recommend to put your customer area themes in the WordPress content directory.* = How can I customize the templates? = The plugin allows to customize how the information is displayed in the customer area. To change that: * Create a folder in your theme named "customer-area" * Create a subfolder in that folder named "templates" * Locate the template file you want to change (hint: look in the plugin folders, they are all named .template.php) * Copy that file to your theme's "customer-area/templates" folder * Do your changes, save the file * You should be able to see the changes immediatly and automatically = How can I change the titles on the Customer Area page? = Simply add this code to your functions.php file: `function my_private_files_title( $original_title ) { // Replace my_theme_domain by the proper domain for your theme return __( 'Your documents', 'my_theme_domain' ); } add_filter( 'cuar_private_files_after_content_title', 'my_private_files_title' ); function my_private_files_single_title( $original_title ) { // Replace my_theme_domain by the proper domain for your theme return __( 'Attached documents', 'my_theme_domain' ); } add_filter( 'cuar_private_files_section_title', 'my_private_files_single_title' ); function my_private_pages_title( $original_title ) { // Replace my_theme_domain by the proper domain for your theme return __( 'Your documents', 'my_theme_domain' ); } add_filter( 'cuar_private_pages_after_content_title', 'my_private_pages_title' );` = That feature is missing, will you implement it? = Open a new topic on the plugin's support forum, I will consider every feature request and all ideas are welcome. = I implemented something, could you integrate it in the plugin? = Contributions are welcome. Additionally, if you wish to participate to development, you can send us an email ([check-out our website](http://www.marvinlabs.com)) and tell us a little bit about you (specially, send us a link to your wordpress.org profile with your other developed plugins. == Changelog == = 2.3.2 (2013/08/21) = * Fix a bug causing the collaboration add-on not to upload files properly = 2.3.1 (2013/08/20) = * Adding translation to Estonian language (Courtesy of R. Huusmann) = 2.3.0 (2013/08/01) = * Update required for the new Extended Permissions features (multiple user selection) * Changed the permalink structure for private posts and pages to make it prettier and to avoid exposing who the owner is = 2.2.2 (2013/07/22) = * Fix corrupted file download on some servers (see http://wordpress.org/support/topic/problems-with-image-files) = 2.2.1 (2013/07/08) = * Added spanish translation (Courtesy of http://e-rgonomy.com) = 2.2.0 (2013/07/02) = * Added some filters to change the titles of the files and pages sections (see FAQ) * Added a FAQ entry = 2.1.0 (2013/06/26) = * New functions for the collaboration addon * Refactored a few functions from "Post Owner" and "Private Files" core add-ons to allow re-use of code * Added an optional action bar on top of the customer area (if any add-on wants to show actions there) * Refined capabilities for private files and private pages (separated "delete" and "edit" capabilities) * Fixed a few other minor bugs = 2.0.2 (2013/06/06) = * Fixed a bug in the private files settings page = 2.0.1 (2013/05/31) = * Added troubleshooting information to the settings page to help support * Refactored all the code controlling the ownership of a post to have less crashes and more possibilities for extensions. * This update will require you to also update all the add-ons if you bought any. = 1.6.4 (2013/05/27) = * Fixed bug: http://wordpress.org/support/topic/how-to-keep-the-submenu-opened-when-editing-a-page-or-file = 1.6.3 (2013/05/20) = * Fixed bug: http://wordpress.org/support/topic/how-to-keep-the-submenu-opened-when-editing-a-page-or-file * Fixed bug: http://wordpress.org/support/topic/wp_debug-notice-for-fileperms = 1.6.2 (2013/05/17) = * Some internal code to allow add-ons to warn if you are running an incompatible version of Customer Area = 1.6.0 (2013/05/16) = * Added a new private content type: private pages * Possibility to disable private files from the settings if that add-on is not required = 1.5.0 (2013/05/16) = * Re-organised the administration menu under a single menu item * Added a quick link to the settings in the plugin list * Added some version upgrade mechanism for the future * Added an indication in the settings to give the path of private files and to say if permissions are correctly set * Added a kind of dashboard page as the plugin entry point, that should be filled later on (feels empty right now, we are waiting for your ideas) = 1.4.0 (2013/05/15) = * Fixed a bug with permalinks (again) * Added contextual help in the settings page * Created an add-on tab in the settings, you can now easily know which add-ons could help you enhance your customer area = 1.3.1 (2013/05/12) = * Fixed a bug with permalinks = 1.3.0 (2013/05/08) = * Added a capability manager for the plugin = 1.2.0 (2013/05/07) = * Added setting to show/hide empty file categories * Added setting to select the theme = 1.1.2 (2013/05/06) = * Added some hooks to customize the login page and the customer area * Added a link to logout of the customer area = 1.1.0 (2013/05/03) = * Added download count * Added support for comments on private files * Added compatibility with PHP 5.2 * Added possibility to show files grouped by category / by year / ungrouped in the customer area * Updated french translation * Don't show register link if registration is disabled anyway * Redirect to login page if accessing directly a private file and not logged-in * Fixed a bug in the permalinks preventing the file downloads = 1.0.1 (2013/05/02) = * Improved settings page * Fixed a bug in the frontend = 1.0.0 (2013/04/25) = * First plugin release * Upload private files for your customer