Membership Portal

Hi Maurice,

The quickest way to do it is often to try a few ways of arranging the fields and sections. This is what we do when building sites.

>1 if I want documents and files for just 1 member can i just add a upload field in
>the user account and will it than only show for that specific user?

Assuming users login to your membership portal you will have their user account number in $CURRENT_USER['num']. So you could show files by:

A) Loading their user record and listing the uploads there

B) Creating a field to indicate access such as a checkbox called "salesDocuments". Then in another section called "files" you could have the same checkbox and then list files from "files" that had the same things checked as the user:

Usually what I do is set up the fields in a way that will make sense to the user entered data and then figure out how to do the code for it after.

>2 is there a way i can make a category that can only be accessed just for
>one users or just 1 group?

Yes, as above you just would need to create fields to indicate:
- For the category: What users or groups have access to that category
- For the user: What groups they are in

Then write a where query to match them up (only show categories that are selected for the user or for the groups the user is in).

>3 with the Membership addon on I want to make the following security levels.

Yes, as above this is possible and we've done this before. Just create a section called company, then a pulldown in accounts for "companyNum" that uses the num and name from the company section, then create the same pulldowns for sections or records you want to grant access to, and then write the where.

Note that this is usually enforced done through a front-end login system, not CMSB, as CMSB has more limitations on how you can create new security & company roles and rules.

Sometimes it helps to sketch out the sections and fields on paper and draw some lines to figure out how they should all relate.

So, it's all possible, it will just take a bit of custom code and some patience to try different arrangements.

Once you've built something like this once you'll have a much better understanding for the next time and it will really open up a whole new range of sites you can build with CMSB.

Hope that helps!