Add New Private Page and Grant User Access (login to admin dashboard)
- Add New Role
- Go to Members>Add New Role
- Role name: “Company – Location”
- Click [Add Role] button
- Add New Page
- Go to Pages>Add New
- Title: “Company – Location” (same as in step 1.2)
- Parent page: User Portal Pages
- Template: Blank No Container | Header, Footer
- Assign role permissions for page (check same as in step 1.2)
- Click [Publish] button
- Edit page with Cornerstone
- Choose template – “Users (Clients)”
- Add user’s private content
- Click [Save] button
- Preview page in new window
- Copy the url to your clipboard
- Add New Page to Menu
- Go to Appearance>Menu
- In the Add Menu Items box, find the new page and check its box
- Click [Add to Menu] button
- The new page will appear at the bottom of the menu on the right side of the page
- Drag-and-drop into place under “Docs”
- Click on the down-arrow on the new page
- Make these changes:
- Display Mode: Show
- Target: Logged in Users
- Target Role:
- Check box for new role (same as in step 1.2), and
- Check box for Administrator
- Click on the down-arrow on “Docs” page
- Check box for new role (same as in step 1.2)
- Click the [Save Menu] button
- Redirect Rule – (Optional)
- Go to LoginWP>Redirections
- Click [Add New] button
- Select Condition: User Role
- Select Company – Location from list (same as in step 1.2)
- Login URL: paste page url from above
- Logout URL: /home
- Click [Save Rule] button
- Add New User/Assign Role
- Go to Users>Add New
- Complete form data, including password
- Check box for User Role (same as in step 1.2)
- Click [Add New User] button
- Click on link to Edit new user
- Uncheck box to show toolbar
- Click the [Save] buton
- Logout and go to login page to test correct access with credentials from step #5