Clare Posted September 5, 2014 Report Share Posted September 5, 2014 Hi, Is it possible to give each client access to their own "Downloads" after they log in? I want to add separate PDF reports for each client, but not have my other clients see reports that aren't theirs. This would be a major feature for me. Is this already a feature? Is it possible? What should I do? ****I love Blesta!**** Thank you, Clare Quote Link to comment Share on other sites More sharing options...
Michael Posted September 5, 2014 Report Share Posted September 5, 2014 Hi, Is it possible to give each client access to their own "Downloads" after they log in? I want to add separate PDF reports for each client, but not have my other clients see reports that aren't theirs. This would be a major feature for me. Is this already a feature? Is it possible? What should I do? ****I love Blesta!**** Thank you, Clare Download the Documents plugin (It should be in the latest Blesta downloads) If you don't have it in 3.2.2 You can get it from here: http://www.blesta.com/forums/index.php?/topic/1930-client-documents-plugin/ PauloV 1 Quote Link to comment Share on other sites More sharing options...
Tyson Posted September 5, 2014 Report Share Posted September 5, 2014 As LicenseCart already mentioned, a plugin already exists that will handle this for you. In Blesta, head over to [settings] -> [Company] -> [Plugins] -> [Available], and enable the "Client Documents" plugin. Then head over to a client's profile page. Under the "Actions" section in the left sidebar, click to "Show All Actions", and finally the "Documents" link, where you can upload a file for them. Quote Link to comment Share on other sites More sharing options...
Clare Posted September 6, 2014 Author Report Share Posted September 6, 2014 That is so great! Thank you thank you! Now I need to actually upgrade to 3.2. I have 3.1.1 installed. What's the easiest way to upgrade properly? Thank you, Clare Edit: I'll ask in the Support Forum. Quote Link to comment Share on other sites More sharing options...
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