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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

function my_leco_cp_client_portal_archive() {
	return 'Your Projects With Us';
}
add_filter( 'leco_cp_client_portal_archive', 'my_leco_cp_client_portal_archive' );