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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
- Using Templates
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- Customizing the Client Portal login page
- Change the error message for a failed login attempt
- Redirect to a different page after logging out
- How to change the slug/permalink
Troubleshooting
- I’m not getting Client Portal updates
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
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?
- Using multiple or different roles
- 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
- Collate notifications into digests
- Add due dates and reminders
Integrations
Legacy Documentation
The forgot password is not working on the Client Portal login page
If the forgot password functionality is not working for you or your clients, the first thing to do is check whether it is working on other login forms on your website. For example, if you go to yourwebsite.com/wp-login.php - test the forgot password functionality there to see if it works.
If it does not work, this is likely an issue on your website rather than the Client Portal plugin so you will need to involve your IT person to help.
If it does work, you may need to contact your hosting provider support to make sure the correct cookies are being set. WPEngine in particular seems to disables most cookies from their hosting to implement caches to speed up websites.
Here's a sample message you can send to them:
Hello there,
Our site runs with the Client Portal plugin and their forgot password function needs a cookie name starts with "wp-resetpass" to be working on their plugin login page, the URL is https://mysite.com/client-portal-login/.
Can you help us to set up this caching exclusion? Thanks.
Still need help? You can submit a support ticket here anytime.