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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 do I assign users who have a different role to a portal?
The easiest way to assign users multiple roles is to install this free plugin: https://wordpress.org/plugins/multiple-roles/.
When you use this plugin, you'll be presented with a list of roles and you can select multiple roles for a user. This is the easier method and what we would recommend for any skill level!
Advanced method
If you would like to assign users to a portal who are on your WordPress website in a role other than the default 'Client', follow the below steps:
- 1
- After you've backed up your website, navigate to Appearance -> Editor.
- 2
- Find Theme Functions (functions.php) on the right hand side.
- 3
- Paste the following code at the bottom of your functions.php file:
function my_leco_cp_client_roles( $roles ) { $roles = array_merge( $roles, array( 'subscriber' ) ); return $roles; } add_filter( 'leco_cp_client_roles', 'my_leco_cp_client_roles' );
- 4
- Change the role to what you would like Client Portal to work with. (In the code example, we've set the role to 'Subscriber').
Allowing Client Portal to use multiple roles
If you'd like to use multiple roles with Client Portal, simply paste the following code at the bottom of your functions.php file and separate each role with a comma:
function my_leco_cp_client_roles( $roles ) { $roles = array_merge( $roles, array( 'administrator', 'editor', 'subscriber' ) ); return $roles; } add_filter( 'leco_cp_client_roles', 'my_leco_cp_client_roles' );
