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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
Customisation
- Customise project status modules
- Remove the project status modules
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- How to change the 'Client Portal Login' text
- Change Error Message on the Login Screen
- How to add, move, and delete phases
- Redirect to the homepage after logging out
- How to change the slug/permalink
- Edit the "Phase 1, 2, 3" etc. text
Troubleshooting
- Troubleshooting problems with Client Portal
- I’m not getting Client Portal updates
- Find and edit the Client Portal Login page
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Trouble with logging into a portal
- Forgot password isn't working
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?
- Can I assign a client a different role?
- 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
Integrations
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.