Support Documentation

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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

Google Sheets
Trello
Calendar Tools
Contact Form 7
WooCommerce
Google reCaptcha

Hide the project status in all portals

To hide the project status section in all portals, you can navigate to Projects -> Client Portal Settings and select No in the Show Project Status drop down:

Hide the project status in an individual portal

To hide the project phases section in an individual portal, navigate to your portal and under the Project Information tab, select No in the Show Project Status drop down: