Creating Customer Portal in WordPress
The Secure Client Zone Plugin support creating a secure customer portal area on your site where users can easily manage their files.
Your visitors have the capability to view, upload, and download their files, while administrators retain the ability to track what kind of files were added.
This WordPress customer portal plugin comes with the premium version of our Download Manager plugin which makes it a robust solution for managing files.
WordPress Customer Area Notifications
|
The WordPress download area plugin notifies both administrators and users when new files are uploaded to the customer’s dashboard. Users can upload files to individual WordPress client zones or to a group of users. |
Admin Dashboard with the view of Controls |
User-Friendly WordPress Customer Area
Complete download zone |
This customer portal plugin for WordPress makes it simple to manage the user-friendly client area on an exclusive dashboard and simplify actions like document transfers, videos, or payments. All customer file downloads are secure and access to them is completely manageable. |
WordPress Customer Area Dashboard
|
The customer dashboard includes a secure clients-only area where each client can only see their own files. This private files section of the WordPress customer dashboard acts as a secure customer portal for file sharing, and more. |
User Dashboard |
Statistics and Reporting in Secure WordPress Customer Portal Plugin
The WordPress client zone plugin not only offers comprehensive file management but also boasts an extensive stats management console available exclusively for administrators.
Dashboard showing log files with users downloads | This console provides detailed insights, allowing admins to track users who have uploaded files, discern upload times, and gain a nuanced understanding of user activity within the system. |
Using the WordPress Customer Portal Plugin
|
Learn how to set up a WordPress customer download area from the start. Check our guided tutorial on installing and configuring Secure Client Download Zone.
|
Upload Widget |
WordPress Customer Portal with Download Manager Plugin
Example of the Download Manager Index Page |
When you purchase the Client Download Zone bundle, you receive Download Manager as a base, to be installed on your site and to be used alongside the plugin. To learn more check our online WordPress directory plugin tutorial. |
How to Use the WordPress Plugin for Customer Portal
- Files Exchange Portal – Exchange private files or private content with customers and employees
- Private Files Management – Create a vault for users to exchange files
- Let your Customers Send you Files – Build a box for users to drop files for the site manager to review
- Share With Multiple Users – This easy-to-use plugin allows site managers to share files with specific users or groups of users
Additional Resources for WordPress Plugin for Customer Portals
Secure Client Zone Plugin Features
Please check the user guide to learn more about this plugin.
Secure Client Zone Features
Customer Dashboard
Build a personal download zone for each customer. Each customer can view and download only what is assigned to him. He can also upload document for the admin to view. Admin can also offer the option for the customer to send files and documents to other members.
Send Files to Another User
Admin can enable users to send files and documents to other members.
Customer Groups
Create a group of customers to be able to quickly transfer documents to all customers at once.
Password Protection
Allow the admin to protect downloadable files by restricting the selected files using a password.
Notifications
Supports notifications so customers and admin will be aware of new files added to the download zone.
Admin Dashboard
Allow site admin to transfer files to a specific user or to a group of customers.
Upload and Send Files to Admin
Users can upload files for the admin view only.
Privacy
Each customer can only see their own files and files which admin transferred to them at their ”personally restricted customer area”. They can upload and download files according to the permissions they have been given.
Categories
Files can be placed within categories.
Reports and Statistics
Manage statistics on downloads by customers. Using the reports you can track downloads made by each customer,
Download and File Manager Plugin Features
Download and File Manager Plugin is bundled with Secure Client Area Download Zone Plugin.
Download File Management
Multiple File Upload
Each download page can contain multiple files. File can be downloaded separately or using a zip to download all.
File Categories
Organize files with multiple levels of categories.
FTP or Local Storage
You can choose if to store the files on local storage or on your FTP storage.
ZIP File Management
Compress all files or select specific files or file categories to download as a zip file.
Import/Export
You can export or import downloads as a CSV file. The CSV file doesn’t contain files, it only lists information on every file, including their URL addresses.
FTP Storage Sync
Upload your files directly to the folder in your FTP storage and the downloads will be automatically generated in the Download and File Manager.
Visual, Interface and Customization
Shortcodes
Embed a specific download, prefiltered download lists, user dashboard and more using shortcodes on any page or post.
Ajax Search
Users can search for the downloads staying on the same page.
Localization
UTF-8 characters are supported, allowing text translation into multiple languages.
Downloads Moderation and Security
1 – 1 File Access
Restrict access so users can only see their files and the ones the admin shares with them.
Temporary Downloads
You can setup the expiration date for each download. After the specified date the download can be either blocked or deleted.
Log & Statistics
Generate a detailed report from the downloads log with file specific stats based on downloads date, users, and locations.
GDPR Compliant
Let users have full control over their data, assisting the admin with data regulations compliance. Learn more
Geolocation
Track from which location your files are being downloaded via a free Geolocation API key.
File Access Control
Set access settings to grant permissions for individual users or user groups to view or upload files.
User Verification
Choose whether to require users to enter their name and email before downloading a file. This lets you easily track which users download which file, and can also be used to quickly grow your email list.
File Manager Disclaimer
Include a disclaimer requiring users to agree to your terms when visiting a download page for the first time.
User Moderation
Moderate user posts and permissions on the download support forum or choose to pre-approve posts and uploads by specific users.
WordPress File Sharing Plugin Integrations
Social Login
Users can login to the file sharing directory with their social media accounts from Facebook, Twitter, LinkedIn or Google.
CM Registration
Send invitation codes for your users to register and login to the Client download zone. Support your own designed user profile details. Requires installing and activating the CM Registration plugin.
CM Site Access Restriction
Support providing users access to member only information once they login to the site which is not available to others. Requires installing and activating the CM Site Access Restriction plugin.
Micropayments Platform
Allow site visitors to earn a virtual currency for file uploads and require visitors to spend their virtual currency to download files. Requires installing the MicroPayments plugin.
CM Restrict User Account
Set an expiration date for the user account based on the user invite or user role or restrict user login to specific days. Requires installing and activating the CM Restrict User Account plugin.
CM Secure Login
Protect the login process with two factor authentication. Requires installing and activating the CM Secure Login plugin.
Secure Client Zone Plugin Plans and Pricing
| PLANS | Download Manager (Essential) | Client Zone Solution (Advanced) | Client Zone Solution (Ultimate) |
| Price includes 1 year support/updates. Manual renewal with 40% discount, not a subscription | $49 | $79 | $119 |
| Number of Websites / License Activations | 1 | 3 | 5 |
| BASIC FEATURES | |||
| Customize Plugin Permalink |  | | |
| Multisite Support | | | |
| Log & Statistics | | | |
| Internal Search | | | |
| Import/Export | | | |
| CLIENT ZONE SPECIFIC FEATURES | |||
| Customer Dashboard |  | | |
| Restricted Customer Zone | | | |
| Send and receive files from admin | | | |
| Widgets for sending files | | | |
| Notifications | | | |
| DOWNLOADS FEATURES | |||
| Unlimited Downloads | | | |
| Downloads Categories | | | |
| View Download Count | | | |
| Download Password Protection | | | |
| Require Email | | | |
| Multiple File Upload | | | |
| Automatic Zip Compression | | | |
| Temporary Downloads | | | |
| FTP or Local Storage | | | |
| FTP Storage Sync | | | |
| PERMISSIONS AND NOTIFICATIONS | |||
| User Groups Permissions | | | |
| Admin can define Upload Restriction | | | |
| Admin can define View Restrictions | | | |
| Moderation Support | | | |
| INTERFACE FEATURES | |||
| Second Level Navigation | | | |
| Internal Ajax Search | | | |
| Ajax Search | | | |
| Customize labels | | | |
| Download Shortcodes in Post/Pages | | | |
| Shortcodes for downloads list | | | |
| Disclaimer Support | | | |
| INTEGRATIONS | |||
| Integration with Micropayments | | | |
| Social Media Integration | | | |
| SUPPORT | |||
| Product Knowledge Base |
 |
|
|
| Priority email support |
|
|
|
| Product updates |
|
|
|
| PLANS | Download Manager (Essential) | Client Zone Solution (Advanced) | Client Zone Solution (Ultimate) |
| Number of Websites / License Activations | 1 | 3 | 5 |
| Price includes 1 year support/updates. Manual renewal with 40% discount, not a subscription | $49 | $79 | $119 |
Secure Members-Only Download Zone Additional Addons and Modules
The following is a list of additional modules and addons which when installed together with the Secure Client Download Zone plugin add additional functionality
Secure Client Zone Related Plugins and Integrations
Secure Client Download Zone Image Gallery
-
- Dashboard where users can upload files for the admin to review
-
- Notification settings for new files uploaded
-
- The Admin Dashboard showing the files that have recently been uploaded by users
Back-end Gallery
-
- Client Download Zone settings – Part 1
-
- Client Download Zone settings – Part 2
-
- Client Download Zone settings – Part 3
