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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
- Pages refreshing with nothing happening
- Forgot password isn't working
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
Integrations
How do I customise the project status modules?
Follow the steps below if you want to customise the text in the project status section:
- 1
- Switch the "General Information" editor to the "Text" mode, and paste the below snippet at the end of the content.
- 2
- Change the {TEXT} and {PHASE} in the content accordingly.
Paste this snippet into your General Information editor:
<div class="project-status vertical-padding completed-no">
<div class="inner-width">
<div class="column current">
<span class="value">{TEXT}</span>
<span class="label">{PHASE}</span>
</div>
<div class="column next">
<span class="value">{TEXT}</span>
<span class="label">{PHASE}</span>
</div>
<div class="column completion-date">
<span class="value">{TEXT}</span>
<span class="label">{PHASE}</span>
</div>
</div>
</div>