How To Build An Internal Company Website Using Premise

Copyblogger is taking their popular WordPress membership and landing page plugin off the market today … forever! It’s your last chance to buy it for a low one-time fee of $95.

==> Check out the details and buy the plugin here, then, use the steps outlined in my tutorial below to setup your own registration-only content library, your membership site, or your internal company intranet.

If you get stuck, just drop a comment below or shoot me an email and I’ll help you get set up and running!

Mel Wilson & Associates

(Disclosure: Mel Wilson & Associates is a client)

A internal company website, often referred to as an intranet website, is generally used by large companies or organizations to share information internally. It’s like a membership site and can be used for:

  • Communication: You can login to your companies internal website and access a calendar of upcoming events or company announcements/memos.
  • Cost-Effectiveness: Rather than printing and maintaining physical documents, users can login and access documents online and print only what they need.
  • On-Going Training: You can easily record and upload recaps from weekly/monthly company meetings and/or any training videos to the site.

Before you go out and create an internal website you want to determine the purpose and goals of the site. In the case of Mel Wilson & Associates, the purpose and goals was to:

  • Give agents an easier way to access and download all of the documents they need to manage an escrow from one location
  • Increase communication amongst the team without inundating them with constant email reminders
  • Provide a central location for them to get updated on company news and access company training materials

Using the Premise membership plugin for WordPress, I created an internal website for all of the 40+ agents of Mel Wilson & Associates to access their documents, upcoming events, and more. The resulting Agent Portal looks like this:

Agent Dashboard

The calendar page for the office looks like this:

Calendar page

… No more emailing back and forth with individual members of the team to see what’s happening this week or next. Now they can access an updated calendar by logging into their agent portal.

The site is powered by:

In this post, I’m going to show you how to build your own company membership portal using Premise. So roll up those sleeves, grab a cup of coffee, and let’s get to work!

Remember, you can use this process to create your own internal company website or simply create a free content library for your readers to subscribe to. I used these same steps to build the new content library here on the blog. You just have to start by asking yourself: what am I trying to accomplish?

Ready? Let’s get started …

Step #1: Create an access level for your product

To do this perform the following steps:

  1. Log in to your WordPress dashboard
  2. Scroll down to “Member Access” > Click on “Access Levels”

From the “Access Levels” page, you’re simply going to add a new tag. In my case, I called it “Agent Portal” as you can see below: Access Level

Click “Add New Tag” and you’re all set.

Step #2: Create your product in Premise

To do this perform the following steps:

  1. Log in to your WordPress dashboard
  2. Scroll down to “Member Access” > Click on “Products”

From the “Products” page, you’re going to click on “Create New Product” at the top of the page. Then, just proceed to fill in your product details: product description, select a “thank you” page (we’ll complete this in a later step), and add your access level.

Here’s what my new product settings page looks like:

Edit Product

Step #3: Create your login page

To do this I simply created a new page in WordPress and titled it: Agent Portal Login.

[login-form]
[password_recovery_link]

Here’s what the resulting page looks like:

Agent Portal Login Page

Step #4: Create your dashboard page

To do this I simply created a new page in WordPress and titled it: Agent Dashboard.

I used a Premise shortcode to personalize the page and welcome users by name:

Personalization Shortcode

Step #5: Create a member profile page

To do this I simply create a new page in WordPress and titled it: Profile.

I used the following shortcode on the page:

[member_profile]
[logout-link text='Logout']

Here’s what the resulting profile page looks like:

Profile Page

Step #6: Create a checkout page

(Note: In this case, the checkout page is only being used temporarily to have the agents register their account. Still, we need a checkout page to register users.)

To do this I simply created a new page in WordPress and titled it: Checkout.

I used a Premise shortcode to display the checkout form:

Checkout Page

Then, we’ll use the “purchase link” generated when we created our product in step #2 to direct users to checkout.

Step #7: Configure your member access settings

To do this simply perform the following steps:

  1. Log in to your WordPress dashboard
  2. Scroll down to “Member Access” > Click on “Settings”

From the settings page you want to configure your settings for your checkout, login, and member page. My settings look like this:

Member Access Settings

When a user clicks on my “purchase link” they’re directed to the checkout form that I created in step #6. When they login, they’re redirected to the member dashboard page created in step #4. And if they want to edit their password, they can do so by accessing their profile page generated in step #5.

Step #8: Add your links to the link manager

In this case we wanted to create a page where agents could access and download all of the various paperwork needed to manage a transaction. So we created a page called “My Downloads” to manage this and we added the various forms as PDF’s to the Premise “Link Manager” so that un-registered users can’t access the content.

To do this simply perform the following steps:

  1. Login to your WordPress dashboard
  2. Scroll down to “Member Access” > Click on “Link Manager”

From the “Link Manager” page click on “Create New Link.” There, simply upload your files for download and add your access level. Here’s an addendum to the purchase contract that we uploaded as a PDF:

Create New Link

The link URL that is generated is the URL that I’m going to use for users to download their files once they’ve logged into the member dashboard:

My Downloads

Step #9: Let’s edit the login page to display a different message to users that are signed in

Remember the login page that we created in step #3? Signed in users can still access that page. So rather than displaying the same message, I want to display a different message to already logged in users like this:

Agent Portal - already logged in

To accomplish this, I used the following shortcodes to display different messages to users when they’re logged in and not logged in:

[hide_from accesslevel="Agent Portal"]
Insert content here.
[/hide_from]
[show_to accesslevel="Agent Portal"]
Insert content here.
[/show_to]

Test Your Settings!

Once you’ve completed each of these steps, all you have to do is test your settings and you’re all set to go!

Were users able to register their account?

Were they redirected to the proper dashboard page?

Can they access their downloads ok? Are they able to successfully download documents?

Can they access their profile page and change their password/logout ok?

It’s quite a few steps to configure but with a little work, you can have your own internal company website up and running in no time!

Want me to help you create your own internal agent portal for your brokerage site? Get in touch here.

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Comments

  1. says

    I’m not all that familiar with SharePoint to be honest, but I can say this … In this particular case, using Premise, we essentially have two sites rolled into one. You have the front-facing consumer website where they can come and search for homes. And then, using the Premise tools and custom sidebars to create pages and password protect content, we have a private “agent portal” where they can access their downloads, company memos, event calendar, and more. One website. One admin portal. Same, consistent design.

    That said, I think that’s the beauty of Premise. It’s very versatile and if you’re using WordPress, it makes it very easy to create member portals and keep the same look and feel of your website.

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