Customizing notifications for individual portals

PYou can override the global notification settings for individual client portals. Each portal can have its own email content, subjects, recipients, and digest schedules.

When to use per-portal notifications

Portal-sepcific notification customization is useful when:

• Different clients need different communication styles or branding

• You want to disable certain notifications for specific portals (e.g., no digest emails for VIP clients)

• A portal requires custom email content that doesn't fit the global template

• You need to send notifications to different recipients for different portals

Setting up portal-specific notifications

Follow these steps to customize notifications for a specific portal:

1. From your WordPress dashboard, go to Portals in the sidebar

2. Click on the portal you want to customize

3. In the sidebar on the right, locate the Notifications panel under Client Portal Settings

4. Uncheck the box labeled Use default notifications

5. Click the Customize notifications button — this opens the per-portal notification settings page in a new tab

Configuring notification sections

The custom settings page has the same sections as the global settings:

• General — Core settings for testing and previews

• Digest — Batch notifications into scheduled emails

• Reminder — Due date reminder settings

• Client Created — Notification when a new client is added

• Portal Created — Notification when the portal is published

• Module Activated — Notification when a module status changes to "Active"

• Module Completed — Notification when a module is marked complete

• New Comment — Notification when a new comment is added on a content page

• Client Uploaded — Notification when a client uploads a file

For each section you want to customize:

1. Navigate to that section's tab (e.g., click Module Activated)

2. Check the box labeled Enable per portal settings for [Section Name]

3. Once enabled, you can edit:

   • Email Subject — Custom subject line for this portal

   • Email Content — Custom message body with template tags

   • Recipients — Choose who receives this notification (admin email, clients, or both)

4. Click Save Changes when done

Customizing digest schedules for individual portals

Each portal can have its own digest schedule, independent of the global settings:

1. Go to the Digest tab in the per-portal settings

2. Check Enable per portal settings for Digest

3. Set your preferences:

   • Schedule on Day — Choose daily, weekly (specific day), or None to disable

   • Schedule on Time — Choose when the digest sends (e.g., 09:00)

4. Configure the email subject, content, and recipients

5. Save changes

The digest will batch notifications for Client Created, Portal Created, Module Activated, Module Completed, and Client Uploaded events. Reminder notifications are always sent immediately and never included in digests.

Managing recipients for individual portals

For each notification type, you can choose different recipients per portal:

• Admin (you) — Sends to your WordPress admin email address (you can change this email address in Client Portal Settings → Notifications → Email settings).

• Client(s) on this portal — Sends to the client(s) assigned to this portal

You can select one, both, or neither. If no recipients are selected, that notification won't send for this portal.

Testing portal-specific notifications

After configuring per-portal settings, test them to verify they work:

1. Navigate to the notification section you customized (e.g., Module Activated)

2. Click Send Test Notification

3. Check your inbox for the test email with your custom content

Test emails use sample data for template tags, so you'll see placeholder values instead of real portal/client names.

Reverting to global settings

To stop using custom notifications and return to global defaults:

1. Edit the portal

2. In the Notifications panel, check the box labeled Use default notifications

3. Update the portal