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
Using content pages
Watch this video or read the text below.
You can use content pages for a number of things. You can add videos and forms (I’ll show in another video).
How to find your content pages
To start, look down the left side and you’ll see something that says “All Content Pages.” This is where all of your content pages will live.
From here you can:
- Edit content pages that you’ve already made.
- Create a new one.
How to add a content page to an existing portal
Go to “All Projects.” Select the portal where you want to add a content page. Scroll down and select the module where you want the content page to be added.
You’ll see a drop down menu for “Module Type." Change it to “Content Page.”
Then in the “Content Page” drop down menu, you can select a content page from the list of existing pages, or you can add a new content page by clicking on “Add Now.”
After you add a page, the buttons will change to “Preview” and “Edit”. Select to edit and it will open into a new tab.
All you need to do here is grab your content and paste it directly into the editor. Or you can type in the editor if you're starting from scratch. You can use all of the normal WordPress formatting that you normally use:
- Bullets
- Links
- Block quotes
- Images
Remember to click Update to save it while you’re still in the “Edit Content Page.”
Then go back into the project and you want to click update there as well.
How it looks in your portal
When you preview your content page, you’ll see it here. Notice the new sidebar area on the side where you can see all of the modules in your portal.
At the top, you can click “Back to Project” to get back to your portal’s home page that you might be more familiar with.
