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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
- Questionnaires with Contact Form 7
- Importing and Exporting Portals
- Icon Cheatsheet
Customisation
- How do I edit 'Phase 1, 2, 3' text?
- Customise project status modules
- Remove the 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
- What is the Legacy theme?
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
- I can't log into a portal
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 Client Portal
- 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
- Accepting file uploads in Client Portal
Integrations
How can I assign multiple users to Client Portal?
To assign more than one user to a portal, the best thing to do is set up a password protected portal instead of adding a new user the traditional way.
- 1
- From your WordPress dashboard, navigate to Projects -> All Projects.
- 2
- Select the portal you want to assign multiple users to.
- 3
- Under Publish -> Visibility, click Password Protected and enter a password to share with your users.
- 4
- Now simply share the URL for your portal and the password with as many different people as you like! (They won't need an email address to log in)
- 1
- From within the project, in the Project Information tab, scroll down to find Client Accounts. Click in the field and a list of your users will appear. Click on the name of the user you want to add.
- 2
- To add another user, click in the field and the list will appear again. You can add unlimited users and they each will access the portal using their own unique login and password. To remove a user, click the "X".
