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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
Using Trello with Client Portal
If you use Trello, you can embed your Trello boards directly into Client Portal's content pages. Here's how:
- 1
- From your Trello board that you'd like to embed, change the Privacy settings from Private to Public.
- 2
- Go to the right sidebar in Trello, click Show Menu, then click the More button, and copy the URL at the bottom of the page under "Link to this board"
- 3
- Add .html to the end of your URL, like this:
-
https://trello.com/b/rKYHGixN.html
- 4
- Next use the following iFrame link and make sure you replace the src attribute to your own Trello boards URL:
-
<iframe src="https://trello.com/b/rKYHGixN.html"></iframe>
- 5
- In Client Portal, set up a module with a Content Page, make sure the Text tab is selected and paste in the iframe code.
Change the dimensions of the Trello board
For Client Portal, we recommend the width of embedded elements to be 700px to display correctly. The height can be whatever you like (and will depend on the height of your content). Here's the code you'll need to add to your iFrame link:
width="700px" height="500px"
And here's what your Trello board will look like:
