{"id":1021,"date":"2026-05-20T18:31:38","date_gmt":"2026-05-20T16:31:38","guid":{"rendered":"https:\/\/rewolucjaai.pl\/?page_id=1021"},"modified":"2026-05-20T18:31:39","modified_gmt":"2026-05-20T16:31:39","slug":"pqm-customer-panel-setup-and-implementation","status":"publish","type":"page","link":"https:\/\/rewolucjaai.pl\/?page_id=1021","title":{"rendered":"PQM Customer Panel \u2013 Setup and Implementation"},"content":{"rendered":"<p><!--\nTitle: PQM Customer Panel \u2013 Setup and Implementation\nDescription: Customer panel setup guide with Free shortcode [procuma].\nSuggested URL slug: pqm-customer-panel-setup-and-implementation\nPrepared for: rewolucjaai.pl \/ PQM English documentation\n--><\/p>\n<style>\n.pqm-doc{font-family:Arial,Helvetica,sans-serif;line-height:1.65;color:#1f2937;max-width:1040px;margin:0 auto;padding:24px}\n.pqm-doc h1{font-size:40px;line-height:1.15;margin:0 0 18px;color:#111827}\n.pqm-doc h2{font-size:28px;line-height:1.25;margin:38px 0 14px;color:#111827}\n.pqm-doc h3{font-size:21px;line-height:1.35;margin:26px 0 10px;color:#111827}\n.pqm-doc p{margin:0 0 16px}\n.pqm-doc ul,.pqm-doc ol{margin:0 0 20px 24px;padding:0}\n.pqm-doc li{margin:6px 0}\n.pqm-doc code{background:#f3f4f6;border:1px solid #e5e7eb;padding:2px 6px;border-radius:6px}\n.pqm-doc pre{background:#111827;color:#f9fafb;padding:16px;border-radius:12px;overflow:auto}\n.pqm-doc pre code{background:transparent;border:0;color:inherit;padding:0}\n.pqm-doc .lead{font-size:19px;color:#374151;margin-bottom:24px}\n.pqm-doc .note{background:#f8fafc;border-left:5px solid #2563eb;padding:16px 18px;border-radius:10px;margin:22px 0}\n.pqm-doc .warning{background:#fff7ed;border-left:5px solid #f97316;padding:16px 18px;border-radius:10px;margin:22px 0}\n.pqm-doc .success{background:#f0fdf4;border-left:5px solid #16a34a;padding:16px 18px;border-radius:10px;margin:22px 0}\n.pqm-doc .grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(240px,1fr));gap:16px;margin:22px 0}\n.pqm-doc .card{border:1px solid #e5e7eb;border-radius:16px;padding:18px;background:#fff;box-shadow:0 8px 24px rgba(15,23,42,.06)}\n.pqm-doc .toc{background:#f9fafb;border:1px solid #e5e7eb;border-radius:16px;padding:18px;margin:26px 0}\n.pqm-doc .toc a{color:#2563eb;text-decoration:none}\n.pqm-doc table{width:100%;border-collapse:collapse;margin:20px 0;overflow:hidden;border-radius:12px}\n.pqm-doc th,.pqm-doc td{border:1px solid #e5e7eb;padding:10px;text-align:left;vertical-align:top}\n.pqm-doc th{background:#f3f4f6;color:#111827}\n.pqm-doc .muted{color:#6b7280}\n.pqm-doc .cta{background:#111827;color:#fff;padding:22px;border-radius:18px;margin:32px 0}\n.pqm-doc .cta h2,.pqm-doc .cta h3{color:#fff;margin-top:0}\n.pqm-doc .cta a{color:#bfdbfe}\n<\/style>\n<article class=\"pqm-doc\">\n<h1>PQM Customer Panel \u2013 Setup and Implementation<\/h1>\n<p class=\"lead\">The customer panel lets customers check the status of their production job, view customer-facing messages and follow the progress of their order without contacting support every time they need an update.<\/p>\n<div class=\"toc\">\n<strong>Table of contents<\/strong><\/p>\n<ul>\n<li><a href=\"#purpose\">Purpose of the customer panel<\/a><\/li>\n<li><a href=\"#page\">Creating the panel page<\/a><\/li>\n<li><a href=\"#shortcodes\">Shortcodes: Free and Pro<\/a><\/li>\n<li><a href=\"#access\">Customer access models<\/a><\/li>\n<li><a href=\"#visibility\">Data visibility<\/a><\/li>\n<li><a href=\"#communication\">Customer communication<\/a><\/li>\n<li><a href=\"#testing\">Testing<\/a><\/li>\n<li><a href=\"#security\">Security<\/a><\/li>\n<\/ul>\n<\/div>\n<h2 id=\"purpose\">Purpose of the customer panel<\/h2>\n<p>The customer panel is not an admin area. Its purpose is to show the customer only the information they need: current status, basic job description, deadline if available, customer-facing messages and completion information.<\/p>\n<h2 id=\"page\">Creating the panel page<\/h2>\n<ol>\n<li>Go to <strong>Pages \u2192 Add New<\/strong> in WordPress.<\/li>\n<li>Create a page called <strong>Order Status<\/strong>, <strong>Customer Panel<\/strong> or similar.<\/li>\n<li>Use a clear URL such as <code>\/order-status\/<\/code> or <code>\/customer-panel\/<\/code>.<\/li>\n<li>Insert the proper PQM shortcode for your version.<\/li>\n<li>Publish the page and test it in an incognito browser window.<\/li>\n<\/ol>\n<h2 id=\"shortcodes\">Shortcodes: Free and Pro<\/h2>\n<p>PQM Free and PQM Pro may use different shortcodes for the customer panel. Use the shortcode that matches your installed version.<\/p>\n<table>\n<thead>\n<tr>\n<th>Version<\/th>\n<th>Suggested shortcode in this documentation<\/th>\n<th>Notes<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>PQM Free<\/td>\n<td><code>[procuma]<\/code><\/td>\n<td>Use this Free-version shortcode unless your installed version shows a different one.<\/td>\n<\/tr>\n<tr>\n<td>PQM Pro<\/td>\n<td><code>[pqm_client_panel]<\/code><\/td>\n<td>Example Pro shortcode. Confirm the exact shortcode in your PQM Pro settings.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div class=\"note\">\n<p>If your installed plugin displays a different shortcode in its settings, use the shortcode shown by the plugin. The examples above are documentation defaults.<\/p>\n<\/div>\n<h2 id=\"access\">Customer access models<\/h2>\n<p>Customer access can be implemented in several ways depending on the version and configuration: direct link, task number plus email, customer account login or token-based access.<\/p>\n<table>\n<thead>\n<tr>\n<th>Model<\/th>\n<th>Use case<\/th>\n<th>Notes<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Token link<\/td>\n<td>The customer clicks a link from an email.<\/td>\n<td>Convenient, but the token must be hard to guess.<\/td>\n<\/tr>\n<tr>\n<td>Task number + email<\/td>\n<td>The customer enters a job number and email address.<\/td>\n<td>Good for simple identity verification.<\/td>\n<\/tr>\n<tr>\n<td>Customer account<\/td>\n<td>The customer logs into WordPress or WooCommerce.<\/td>\n<td>Best for recurring customers.<\/td>\n<\/tr>\n<tr>\n<td>Limited public lookup<\/td>\n<td>The customer checks basic status by number.<\/td>\n<td>Use with caution and minimal data exposure.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"visibility\">Data visibility<\/h2>\n<p>The panel should show useful production status information, but never expose internal business data.<\/p>\n<h3>Safe customer-facing data<\/h3>\n<ul>\n<li>task or order number,<\/li>\n<li>task title,<\/li>\n<li>current status,<\/li>\n<li>creation date,<\/li>\n<li>planned deadline,<\/li>\n<li>customer-facing messages,<\/li>\n<li>ready or completed information.<\/li>\n<\/ul>\n<h3>Data that should stay internal<\/h3>\n<ul>\n<li>labor cost,<\/li>\n<li>margin,<\/li>\n<li>internal staff notes,<\/li>\n<li>material costs,<\/li>\n<li>operator names if your company does not want to expose them,<\/li>\n<li>other customers\u2019 tasks,<\/li>\n<li>internal production know-how.<\/li>\n<\/ul>\n<h2 id=\"communication\">Customer communication<\/h2>\n<p>If the customer panel supports messages, decide where customer messages should go. In many companies, messages should go to customer service or a production coordinator first, not directly to the machine operator.<\/p>\n<h3>Example customer-facing text<\/h3>\n<pre><code>You can use this panel to check the current status of your order and send a message to our team.\nWe respond during business hours. This panel displays basic production progress only.<\/code><\/pre>\n<h2 id=\"testing\">Testing<\/h2>\n<ol>\n<li>Create a test task.<\/li>\n<li>Assign a test customer email.<\/li>\n<li>Send a test email with the panel link.<\/li>\n<li>Open the link in an incognito browser.<\/li>\n<li>Verify that only customer-safe data is visible.<\/li>\n<li>Change the task status and check if the panel updates.<\/li>\n<li>Send a test customer message if communication is enabled.<\/li>\n<\/ol>\n<h2 id=\"security\">Security<\/h2>\n<p>The customer panel is a public or semi-public feature. Forms should be protected, input should be validated and every task view should confirm that the visitor is allowed to see that task.<\/p>\n<div class=\"warning\">\n<p>Never test the customer panel only while logged in as a WordPress administrator. Always test the view as a non-admin or test customer.<\/p>\n<\/div>\n<h2>Example WordPress page content<\/h2>\n<h3>PQM Free<\/h3>\n<pre><code>&lt;h1&gt;Order Status&lt;\/h1&gt;\n&lt;p&gt;Enter your job information or use the link received by email.&lt;\/p&gt;\n\n[procuma]\n\n&lt;p&gt;If you have questions, please contact our customer service team.&lt;\/p&gt;<\/code><\/pre>\n<h3>PQM Pro<\/h3>\n<pre><code>&lt;h1&gt;Customer Panel&lt;\/h1&gt;\n&lt;p&gt;Check the current status of your production job.&lt;\/p&gt;\n\n[pqm_client_panel]<\/code><\/pre>\n<div class=\"success\">\n<p>A well-implemented customer panel reduces status questions, improves customer experience and makes production communication more transparent.<\/p>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>PQM Customer Panel \u2013 Setup and Implementation The customer panel lets customers check the status of their production job, view customer-facing messages and follow the progress of their order without contacting support every time they need an update. Table of contents Purpose of the customer panel Creating the panel page Shortcodes: Free and Pro Customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1021","page","type-page","status-publish","hentry"],"blocksy_meta":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1021"}],"version-history":[{"count":1,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1021\/revisions"}],"predecessor-version":[{"id":1022,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1021\/revisions\/1022"}],"wp:attachment":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}