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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
Private File Uploads
This is a new feature introduced in CP version 4.6. This allows you to select Private file upload when selecting the module type. This support doc will explain how to use it and some notes to be aware of.
What is the difference between the physical and virtual URLs of my private files?
Every time right after you upload your files to a Private Files module, you can get your physical URL from the right side of the modal, and you can simply copy and paste it to your browser URL to see if you can view or download the file. This is the test to make sure it's loaded correctly to be private.
It’s very important that you NOT be able to view or download it with the physical URL. If the file is still accessible, and you have done the server config (if you are on Nginx), that means your private files folder is not locked down correctly. Please contact our support team right away, and we’ll ask for your WordPress and FTP access to check things out for you.
On the contrary to physical URLs, virtual URLs are URLs we create for all your private files. They are encoded in a certain way, and with such URLs, when people try to access them, we can also check if they have the correct permissions (if they are the clients of the project or an administrator) to download them.
If they don’t have permissions, they’ll see the following screen and cannot download it.
Known limits
- We don’t support images (jpeg, jpg, png, and gif) and audio files (mp3 and ogg) in Private Files module. There is a technical reason that we find it’s still possible to access those file types with their physical URLs in some cases, so we decided not to support them. If you’d like to have them as private files, please ZIP them first so you can upload to the system.
- Currently, Private Files CANNOT be exported and imported correctly. That means that if you’d like to export a portal that has Private Files, there will be errors thrown when you try to import them. We hope to make it work in a future release.