Back to Project

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?
• Can I customise 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

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

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

• Introducing Client Portal to your clients
• How clients can mark as complete
• Accepting file uploads with Contact Form 7
• Accepting file uploads with Gravity Forms
• Create a to-do list with Google Sheets