Clare Posted September 5, 2014 Report 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
Michael Posted September 5, 2014 Report Posted September 5, 2014 On 9/5/2014 at 7:35 PM, Clare said: 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
Tyson Posted September 5, 2014 Report 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.
Clare Posted September 6, 2014 Author Report 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.
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