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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
Customisation
- Customise project status modules
- Remove the project status modules
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- How to change the 'Client Portal Login' text
- Change Error Message on the Login Screen
- How to add, move, and delete phases
- Redirect to the homepage after logging out
- How to change the slug/permalink
- Edit the "Phase 1, 2, 3" etc. text
Troubleshooting
- Troubleshooting problems with Client Portal
- I’m not getting Client Portal updates
- Find and edit the Client Portal Login page
- 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?
- Can I assign a client a different role?
- 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
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.
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' );
