Back to Project
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
How to install Client Portal
To install the Client Portal Plugin onto your WordPress website, navigate to Plugins, then click 'Add New'.
Then select 'Upload Plugin'.
You'll be asked to choose a file.
This is the zip file that you would have received in your purchase receipt email. It looks something like this:
Just upload the zip file as it is. Then you'll click 'Install Now', and 'Activate'.
Activate your license
Once you've installed the plugin, you'll need to enter your license key. This will give you access to our support and updates.
To do this, navigate to Client Portal, then Client Portal License, and add the license key which was also in your purchase receipt.
Finally, click 'Save Changes' and you're ready to create your first portal.