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Client Area Restrictions?


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Perhaps this functionality is available and I'm simply overlooking it but is it possible to restrict what a client sees in the Client Area Portal based on the services/products they have purchased?

 

For example you would only see KB articles and downloads related to the product group or groups you've purchased.

 

If you're selling a few unrelated products/services you don't want your clients seeing information in the portal that is completely unrelated to what they've purchased.

 

I see that I can restrict KB articles to "Clients Only" but to become a "Client" doesn't one only need to complete the registration form?

 

Anyway, I feel like I'm still putting the pieces together on this idea.

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I am also looking for the functionality, if available, to put client wise restrictions.

 

I donot think, there is any delivered navigation to do that.:cry:

 

I'm going to keep exploring this and see if it is available. If not, then I'll move this over to the Feature Requests area and see if it gets any traction there.

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  • 3 months later...

This would be a great addition to the software. At the same time would it really make a difference to your customers if they can see information on other products? If anything it's going to make your company look even more professional as you offer a wider variety of products.

 

Jack

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This would be a great addition to the software. At the same time would it really make a difference to your customers if they can see information on other products? If anything it's going to make your company look even more professional as you offer a wider variety of products.

 

Jack

 

Jack, consider this -

 

If you have explicit instructions on how to change or access features in a hosting account, you don't want every customer to see every instruction. IE: if someone signs up as an affiliate, they now have access to these instructions. If you have downloads, then ANYONE can create an account, and access those downloads.

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  • WHMCS CEO

This is fairly easily achievable. Within the client area product details template, where a client goes to see details of one of the products they've bought you could do something like:

 

{if $pid eq "x"}<p>Show this extra text</p>{/if}

 

And you could do that multiple times for handling different products. Or if you wanted to get more advanced you could just have that display a link to a custom page and then on the custom page check if the user has the required product before allowing access to it.

 

Hope that helps!

 

Matt

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This is fairly easily achievable. Within the client area product details template, where a client goes to see details of one of the products they've bought you could do something like:

 

{if $pid eq "x"}<p>Show this extra text</p>{/if}

 

And you could do that multiple times for handling different products. Or if you wanted to get more advanced you could just have that display a link to a custom page and then on the custom page check if the user has the required product before allowing access to it.

 

Hope that helps!

 

Matt

 

Hi Matt,

 

Thanks for the suggestions - now do you have a version explaining it in plain English? In other words I, personally, would need some more code :oops:

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  • 3 months later...

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