Home Forums Plugin Support WP Project Manager Pro Client as top of users

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This topic contains 6 replies, has 3 voices, and was last updated by  Sekander Badsha 4 years, 3 months ago.

Viewing 7 posts - 1 through 7 (of 7 total)
  • Author
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  • #30368

    Mikael
    Member
    Post count: 3

    Hi,

    We are new users of this plugin and we wonder about client set up. As we understand it clients are registered one by one and not by company assignment. Is it possible to create a catagory for each customer and assign clients to that company? We would like to add company info etc and then add different users to that customer?

    Thanks!

    /Mikael

    #30457

    towhid
    Participant
    Post count: 4505

    Hello Mikael,

    Currently we have not this feature right now. We have plan to implement this feature in near future.

    Thank You. ๐Ÿ™‚

    #30476

    Mikael
    Member
    Post count: 3

    Hi,

    Ok thanks , but can you develop what you mean by near future, is it in a couple of moths, year?

    /Mikael

    #30962

    Sekander Badsha
    Member
    Post count: 2067

    Hello Mikael,

    Can you please describe your idea a bit more? Are you asking for additional fields in the profile and make a company profile (group) and assign users to that?
    If yes, this might be similar to BuddyPress. Please have a look at this docs and let me know.

    http://wedevs.com/plugin/wp-user-frontend-pro/buddypress-profile-integration-add-on/

    thank you?

    #31592

    Mikael
    Member
    Post count: 3

    Hi,

    We have different clients (companies) with diferent contact persons. If I create an invoice in wp-proj I would like to be able to select a pre defined client. And the best thing would be if I could assign client when making the project and that this then is reflected when creating an invoice.

    This way we can collect client information, address, etc for a given client and assign project members within that client etc.

    #31620

    Mikael
    Member
    Post count: 3

    Also we are working with different clients and we need each client to have an admin who should be able to see all projects belonging to that client. As project members can only see their own projects.

    This could also be solved if we had a client item and that each project belongs to a client.

    #32138

    Sekander Badsha
    Member
    Post count: 2067

    Hello Mikael,

    You can make a project template = a project, that you can copy for future use.

    Like- make a project named “Lorem Ipsome”
    Now assign 3 co-worker “John, Doe, Rose” and a client “Sean”; nothing more.

    After that you can always copy that project (Lorem Ipsome) to get the same format and co-workers every time.

    If the above soltion does not fit for you, you have to hire a developer to make this feature for you.

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