Support
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Back to Project
Getting Started
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How to install Client Portal
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Can I use it without WordPress?
1. General
Setting up your first portal
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Using content pages
3. Communication
Questionnaires with Contact Form 7
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Importing and Exporting Portals
Customisation
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How do I edit 'Phase 1, 2, 3' text?
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Can I customise project status modules?
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How to change the fonts in Client Portal?
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How do I make a portal public?
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How to change the 'Client Portal Archive' text
1. General
How to change the "Client Portal Login" text on the login page
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Change Error Message on the Login Screen
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How do I add or move Phases
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How do I redirect clients to the homepage after logged out
Troubleshooting
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I’m not getting Client Portal updates.
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Client Portal isn’t working.
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I can't find my Client Portal Login page!
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I'm getting a 404 error message
Security
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Financial
Are my files safe in Client Portal?
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How do I hide Client Portal from search results?
Users & roles
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Can I assign a client a different role?
3. Communication
How can I assign multiple users to Client Portal?
3. Communication
How do I add a new user to Client Portal?
Working with clients
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Introducing Client Portal to your clients
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How clients can mark as complete
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Accepting file uploads with Contact Form 7
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Accepting file uploads with Gravity Forms
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Create a to-do list with Google Sheets
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