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Are my files safe in Client Portal?

By default, Client Portal sits behind a secure log in wall. That means, any files that you link to are completely hidden to anyone without the log in 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. We strongly recommend storing your files in GoogleDrive or other cloud storage systems or using a secure file upload form builder like Gravity Forms.

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