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Getting Started
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Importing and Exporting Portals
- Icon Cheatsheet
- Using Templates
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- Customizing the Client Portal login page
- Change the error message for a failed login attempt
- Redirect to a different page after logging out
- How to change the slug/permalink
Troubleshooting
- I’m not getting Client Portal updates
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
Users & roles
- How do I add a new user to Client Portal?
- Using multiple or different roles
- How users can self-signup to a portal
Working with Client Portal
- Introducing Client Portal to your clients
- How clients can mark as complete
- Create a to-do list with Google Sheets
- Accepting file uploads in Client Portal
- Collate notifications into digests
- Add due dates and reminders
Integrations
Legacy Documentation
Are my files safe in Client Portal?
By default, Client Portal sits behind a secure login wall. That means any files that you link to are completely hidden to anyone without the login information.
If you enable the public portals, your files will be visible to anyone with the link so it's important to not keep any confidential information in a public portal.
If you use WordPress's Media Library (including the File Upload feature in Client Portal) to host your files, please be aware that there is no way to make these files 100% private. If somebody has access to the direct link to your file, they will be able to view it. For better security, we strongly recommend storing your files in GoogleDrive or other cloud storage systems or using a secure file upload form builder like Gravity Forms.
Private File Uploads is available introduced in Client Portal 4.6
For confidential documents, you now have an option within Client Portal. We recommend using the Private File Uploads option.
Currently, we don't support the following file types in the private file uploads: jpg, jpeg, png, gif, mp3, ogg. See this support doc for more information about Private File Uploads.