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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
- Using Templates
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- Customizing the Client Portal login page
- Change the error message for a failed login attempt
- Redirect to a different page after logging out
- How to change the slug/permalink
Troubleshooting
- I’m not getting Client Portal updates
- 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?
- Using multiple or different roles
- 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
Legacy Documentation
Customizing the login page
Client Portal comes with a beautiful, branded login page out of the box. This is the page your clients will use to log into their portals. The URL will be yourdomain.com/client-portal-login
To find your login page, simply navigate to Pages - Client Portal Login.
You can change the title of this page, add a short welcome message, or anything else you would like to have on your login page.
To update the branding on your login page, navigate to Client Portal - Client Portal Settings and you can change the logo and colors displayed.
Putting the Client Portal login form on an existing page
If you would like to use the Client Portal login form on an existing page in your WordPress website, navigate to Pages - All Pages and find the page you would like to use.
Then you can add a new block and choose the Client Portal Login block to display the form anywhere on your page.
