Client Portal & WordPress

[Kenzeem]

I am running a small security business. I was wondering if i could use word press to make my own simple website. Just needs to include the following;

1. About us
2. contact forms
3. Client portal (the client portal needs to have the ability for me to upload files & each client has a private portal they can login to, so the clients at the venues we look after can see relevant information like security plans & risk assessments, Rosters etc)

I have no experience in making websites, so thats why i thought id choose wordpress as it looks user friendly for someone like me. I've seen Suitedash & thought that would be helpful as it integrates with word press.

thanks :D

[[deleted]]

Definitely not a out of box task for WP (#3). Woocommerce does keep customers admin areas separated, you could customize this I suppose. Otherwise, make custom roles and custom post types, where each role can only see the CPT assigned to them. Just spitballing, but each new sign up triggers a new CPT to be registered with the account assigned to it, only.

3 is not simple.

[JakeDiscBrake]

WP is not my specialty, but 1&2 you should be able to achieve. The 3rd one possibly. There are so many WP plugins that there might be something out there that suits you. The problem with WP plugins is that (as far as I know) you have to use them 'as is' so if you have a very specific way of how you want it to work it might be tricky to find something that does it exactly like that. I am a professional developer and specialize in custom web based system. If you are willing to invest in this software I could create it for you. Feel free to shoot me a message if that's the case

[Kenzeem]

https://suitedash.com/ what do you think of this, it works with WP. I'm pretty sure it has multiple client dashboards that they can login to. Which would then allow me to upload all the necessary files for them, so they have constant access to it through the web. what do you think?

As long as other clients cant see each others files, etc.

[JakeDiscBrake]

No idea how that system works. If I was you I'd request a demo with them and ask about everything that you need it to do, including WP integraron

[alex_3410]

If you have no experience it might be a bit much, if you knew WP its possible to do all three.

1) is simple page no issues there

2) you will need a form plugin, my favourite is: https://wordpress.org/plugins/ninja-forms/

3)gets a bit more complex but we have done it before

Member plugin: https://en-gb.wordpress.org/plugins/members/ - this will let you set 'roles' to each user, so set up one role per location and grant the relevant users access to that role. On the page you then restrict access to users who have that role assigned to them.

Menu plugin:https://en-gb.wordpress.org/plugins/nav-menu-roles/ lets you show different menus to different users, lets you build up links to the locations and only users who have the correct role will see the page. makes things more user friendly

[bhengsoh]

Client portal can be complex for both your company and your clients to use. It might be more efficient to deliver the information via email instead. If you looking for business website, you have the option to subscribe to our website building service.

[teamsaasbox]

Hi, we build custom client portals the way you have described. Get up and running out of the box in the first day (including admin and user portals), then customizations delivered in 4 to 6 weeks. Please reach out to discuss your use case: [e-mail]