Back to Project
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
Google reCaptcha
Version 4.14+
If you use our client_portal_login shortcode or the Gutenberg block to add the login form to your website, any reCaptcha plugin from wordpress.org is automatically supported. This is because our login form is built on top of the WordPress login form.
Starting from 4.14.2, we now support Google reCaptcha in the client_portal_register shortcode and the Gutenberg block, with the reCaptcha by BestWebSoft plugin. You can enable Google reCaptcha for the registration form after activating the reCaptcha by BestWebSoft plugin, and configure the option from reCaptcha - Settings as below. All 3 versions of reCaptcha are supported.
