User data system that will link to admin data

hello

I am needing to setup a site where we can create user accounts. They will then need to fill out forms or database that will update a master form or database for the admin to see and pull reports from.

For example the users are sales agents who give reports on number of sales, phone calls, customers, etc. The users need to be limited to their data but the admin needs to see all users info

What is the best way to do this??

thanks so much!

  • Rupok

    Hi Cody

    Hope you had a wonderful day.

    They will then need to fill out forms or database that will update a master form or database for the admin to see and pull reports from

    It can be done with Gravity Forms. You can check this page for details: http://www.gravityforms.com/features/order-forms/

    And you can check Gravity Form responses from your Dashboard.

    Please NOTE: Gravity Form is a third party paid plugin, we have no access in their coding. My suggestion is completely based on search results. So please communicate with them well before you make any purchase. We won't be liable if it doesn't serve your purpose completely.

    The users need to be limited to their data but the admin needs to see all users info

    You can do this with User Role Editor plugin. With this plugin, you can create different user roles and limit their capabilities in WordPress Dashboard.

    And you should use "Membership 2 Pro" plugin from us for creating different membership levels of your users, in your case, sales agents.

    So final plan can be, you will create multiple forms with Gravity Forms for different levels of sales agents. You will protect those forms with Membership 2 Pro for different levels of sales agents. And you will use User Role Editor to restrict their access in WordPress Dashboard.

    Definitely this is not a final plan, but this should give you some idea to start at least.

    Please let us know if you have any confusion. We will be glad to help.

    Have a nice day. Cheers!
    Rupok

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