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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
- Questionnaires with Contact Form 7
- Importing and Exporting Portals
- Icon Cheatsheet
Customisation
- How do I edit 'Phase 1, 2, 3' text?
- Customise project status modules
- Remove the project status modules
- How to change the fonts in Client Portal?
- How do I make a portal public?
- How to change the 'Client Portal Archive' text
- How to change the "Client Portal Login" text on the login page
- Change Error Message on the Login Screen
- How do I add or move Phases
- How do I redirect clients to the homepage after logged out
- What is the Legacy theme?
Troubleshooting
- I’m not getting Client Portal updates.
- Client Portal isn’t working.
- I can't find my Client Portal Login page!
- I'm getting a 404 error message
- Nginx error message
- I can't log into a portal
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- Private File Uploads
Users & roles
- Can I assign a client a different role?
- How can I assign multiple users to Client Portal?
- How do I add a new user to Client Portal?
Working with clients
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.