Separate Downloads Area For Each Client

[Clare]

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

 

[Michael]

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/

[Tyson]

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.

[Clare]

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.