Missing Client Features?

[wolfcry]

Hey all,

Still loving the software!

Not sure if I'm missing something or over-looking an area in FT2, but what happened to the client permissions that were available in the original FT version?

I offer differing plan hosting based on 'client priviledges' such as being able to edit posts, print and download via excel etc etc.

It seems that the clients automatically have full priviledges and admins really don't have any way of restricting them accept for the basic stuff such as themes, language, time and page edits. Unless I'm overlooking something which I am known to do lol.

Not really a huge problem to get around but is there going to be a way to place a "monthly view" cap or something? Something for hosters to 'perk' up hosting plans for those of us who use FT as a method of business?

Thanks all!

[Ben]

Heya,

Good questions!

Other than the "Have a Question?" feature - which I decided to deprecate - and a couple of very minor features, Form Tools 2 has the same permissions as before, only re-structured somewhat.

The old "filters" tab found on the Edit Client pages has been moved to Edit Form » Views » Edit View » Filters. This proved to be a waaaay more logical place for it. Now, you can set permissions for individual forms & their Views - which can then be assigned to one or more client accounts. Before, if you wanted to set up submission filters it would need to be done for each and every client account - which was cumbersome, to say the least!

Likewise, permissions are largely handled by Views themselves. Views determine which fields can be seen, are editable, their order, whether they're grouped in tabs and more. Then, you can just assign that View to one or more clients. There's no limit to the number of Views you can create for a form, so you have unlimited control over customizing individual permissions for each form (since Views are associated with a single form).

See here for more info:
http://docs.formtools.org/userdoc/?page=view_filters

I offer differing plan hosting based on 'client priviledges' such as being able to edit posts, print and download via excel etc etc.

Sure, no problem! For this, take a look in the Export Manager module. There, each "export group" (e.g. Printer-friendly, Excel, CSV) lets you set the permissions there. The "Access Type" setting lets you associate the export group (and any sub-options, like Printer-friendly has with "table format", "one by one" and "one submission per page") with any combination of client accounts. For convenience, there are three settings: administrator only, all clients and a specific list of clients.

Not really a huge problem to get around but is there going to be a way to place a "monthly view" cap or something? Something for hosters to 'perk' up hosting plans for those of us who use FT as a method of business?

Interesting one... No, there's no monthly cap, but you could certainly set up a View filter to limit the submissions for a particular date range. e.g. only show the first 2 weeks of submissions. So, you could create five form Views with the following names:
2 weeks
4 weeks
2 months
6 months
1 year

Then, depending on what the client has paid, assign them to the appropriate View. Each View would have the necessary filter set up to limit the submissions returned.

Not sure if this is useful for your case... but I hope the other info above helps a bit!

Ben