Support Documentation
Home
Dashboard
Untitled-27
Support Documentation
Untitled-27
Back to Project
Getting Started
Untitled-27
Untitled-27
Untitled-16
How to install Client Portal
Untitled-13
Can I use it without WordPress?
1. General
Setting up your first portal
Untitled-15
Using content pages
Untitled-15
Importing and Exporting Portals
Untitled-25
Icon Cheatsheet
Customisation
Untitled-27
Untitled-27
Untitled-16
Customise project status modules
3. Communication
Remove the project status modules
Untitled-16
How to change the fonts in Client Portal?
Untitled-15
How to change the 'Client Portal Archive' text
1. General
How to change the 'Client Portal Login' text
Untitled-16
Change Error Message on the Login Screen
Untitled-18
How to add, move, and delete phases
Untitled-24
Redirect to the homepage after logging out
1. General
How to change the slug/permalink
Untitled-13
Edit the "Phase 1, 2, 3" etc. text
Troubleshooting
Untitled-27
Untitled-27
Untitled-18
Troubleshooting problems with Client Portal
Untitled-15
I’m not getting Client Portal updates
Untitled-15
Find and edit the Client Portal Login page
Untitled-23
I'm getting a 404 error message
Untitled-17
I'm getting an Nginx error message
Untitled-24
Excluding Client Portal from your cache
Untitled-17
Forgot password isn't working
Untitled-20
I'm not receiving Email Notifications
Security
Untitled-27
Untitled-27
Financial
Are my files safe in Client Portal?
Untitled-15
How do I hide Client Portal from search results?
Untitled-15
How do private file uploads work
Users & roles
Untitled-27
Untitled-27
3. Communication
How do I add a new user to Client Portal?
Untitled-20
Can I assign a client a different role?
1. General
How users can self-signup to a portal
Working with Client Portal
Untitled-27
Untitled-27
Untitled-16
Introducing Client Portal to your clients
Untitled-15
How clients can mark as complete
Untitled-16
Create a to-do list with Google Sheets
Untitled-15
Accepting file uploads in Client Portal
Untitled-17
Collate notifications into digests
Untitled-18
Add due dates and reminders
Integrations
Untitled-27
Untitled-27
2. Design - Office
Google Sheets
Untitled-13
Trello
Untitled-18
Calendar Tools
3. Communication
Contact Form 7
Financial
WooCommerce
1. General
Google reCaptcha
Add contact
Add
Airplane
Airplay
Alarm
Album
Align Left
Align Center
Align Right
Anchor
Anchor
Apple Watch
Apple
Arrow Down Left
Icon name
Arrow Down
Arrow Left
Arrow Right
Arrow Up Left
Arrow Up Right
Arrow Up
Attachment
Backspace
Balloon
Bandage
Bank
Basketball
Barcode Scan
Bathtub
Battery Charger
Battery Empty
Battery Full
Battery Low
Battery Medium
Beauty
Bed
Bell
Bicycle
Binoculars
Birdhouse
Birthday Cake
Bluetooth
Bold
Book Alt
Book Checked
Book Download
Book Open
Book Search
Book
Bookmark
Bowl
Box Alt
Box Download
Box In
Box Out
Box Upload
Box 2
Box 3
Brain
Bread
Briefcase
Building
Bullets
Bus
Calculator
Calendar Add
Calendar Check
Calendar Delete
Calendar Remve
Calendar
Camera
Car
Carrot
Chair Alt
Chair
Chat
Check All Alt
Check All
Chevron Down
Chevron Left
Chevron Right
Chevron Up
Chip
Clipboard
Clock
Close Quote
Cloud Download
Cloud Upload
Cloud 2
Cloud 3
Cloudy
Cocktail
Codes
Coffee Cup
Coffee
Collapse
Columns
Comb
Comment Alt
Comment
Compas
Compose
Computer
Contacts
Cooking Pot
Copy
Credit Card
Crop
Cross
Crosshair
Crown
Cursor
Danger
Dashboard
Decrease Level
Direction Alt
Direction 2
Direction 3
Disc
Disk
Dislike
Do Not Enter
Download Alt
Drawers
Dumbbell
Eject
Emoji
Envelope
Equalizer
Expand 2
Expand 3
External Link
Eye Dropper
Factory
Fail
File Add
File Checked
File Cloud
File Delete
File Disable
File Download
File Lock
File Music
File Photo
File Remove
File Search
File Upload
File Video
File
Files
Filter
First Aid
Flag Alt
Flag
Flash
Flash Light
Flask
Flow Branch
Flow Cascade
Flow Line
Flow Parallel
Flow Tree
Folder Add
Folder Checked
Folder Cloud
Folder Delete
Folder Disable
Folder Download
Folder Lock
Folder Music
Folder Open
Folder Photo
Folder Remove
Folder Search
Folder Upload
Folder Video
Folder
Font Size
Fork and Knife
Forward Alt
Forward
Gamepad
Gas
Gift
Glasses
Globe
Grape
Grid Alt
Grid
Guard
Hair Dryer
Half Star
Hand Alt
Hand Pointing Down
Hand Pointing Left
Hand pointing Right
Hand pointing Up
Hand
Handbag
Hanger
Headphones
Heart
Help
Hook
House
Ice Cream
Image Alt
Image
Increase Level
Infinite
Information
Italic
Junk Box
Justify
Kettle
Kettle
Key
Keyboard
Keypad
Kiwi
Knob
Lamp
Landing
Laptop
Layers
Layout
Lemon
Lid
Lightbulb
Light
Line Chart
Link
List Alt
List
Lock Rotation
Lock
Loudspeaker
Loupe
Magic Mouse
Magic Wand
Mail
Man
Map
Maximize Alt
Maximize
Medical
Merge
Message Smile
Message
Mic
Microphone
Microwave Oven
Minimize Alt
Minimize
Mobile Phone
Money Alt
Money
Monitor
Moon
More Alt
Move
Mortar Board
Mouse
Move
Movie Alt
Movie
Mug
Music Note Alt
Music Note
News
No
Note
Notebook
Notification
Numbers
Open Quote
Orange
Paint Brush
Paint Bucket
Paint Roller
Partly Cloudy
Paste
Pause
Pen
Pencil
People Female
People
Pharmacy Bowl
Phone Rotate
Phone Shake
Phone
Pie Chart Alt
Pie Chart
Pill
Pillow Chart 1
Pillow Chart 2
Pillow Chart 3
Pin 1
Pin 2
Pin 3
Pixel
Pizza Slicer
Pizza
Planet
Plates
Play
Playback Fast Forward
Playback Next
Playback Previous
Playback Rewind
Playlist
Plug
Podcast
Podium
Power Socket
Power
Printer
Projector Screen
Quill
Radio
Rain
Record
Recycle
Redo
Reference
Refrigerator
Reload 2
Reload 3
Remove
Rename
Repeat
Reply All Alt
Reply All
Reply Alt
Reply
Restore
Retweet
Router
Ruler
Safe
Salt Pepper Mill
Sandglass
Save
Scissors
Security Camera
Send
Server
Settings
Share 1
Share 2
Share 3
Shield
Ship
Shopping Bag
Shopping Basket
Shopping Cart
Shovel
Shower 2
Shower
Shredder
Shuffle
Sign In
Sign Out
Signal Alt
Signal
Sleep
Smart Phone
Smoking
Snowflake
Soap Dispenser
Sofa
Sort
Space Shuttle
Speaker
Spinner
Split
Stacks
Star
Stethoscope
Stop 2
Stop 3
Store
Streaming Music
Street Sign
Strikethrough
Success
Suitcase
Sun
Swap
Switch
Sync
Syringe
Tablet
Tag
Take Off
Target
Technology
Thermometer
Thunder
Tick
Ticket
Timer
Tornado
Towel
Traffic Cone
Train
Trash
Trees
Trophy
Truck
Tshirt
TV
Type
Umbrella
Underline
Undo
Unlink
Unlock
Upload
USB
User Alt
User Female
User
Users
Video Camera
Video
View
Voicemail
Volume Low
Volume Max
Volume Medium
Volume Mute
Wallet
Warning
Washing Machine
Watch
Waterdrop
Watermelon
Water
Wedding Rings
Weight
Wheelchair
Whistle
Whiteboard
Wifi
Wind
Window
Windows
Windsock
Wine Glass
Wine Glass Alt
Wine
Woman
World
Wrench
Zoom In
Zoom Out