Wp Client

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  1. The Client Area extension allows you to create a portal on your site where your clients can login and view the status of the projects, tasks, campaigns, and invoices. you are working on for them.
  2. The MainWP Client Reports extension combines the power of the free MainWP Child Reports plugin with a fully customizable reporting engine to allow you to create the type of report you are proud to send to your clients.
  1. Wp Client Shortcodes
  2. Wp Client Plugin
  3. Wp Client Pricing Client Management Portal

The WP-Client Setting s menu has a huge amount of options. I always try to minimise the settings changes and keep these to just the most essential especially whilst in development. Its much easier to tweak a few things later on than to have to do a complete reset to all the defaults because you got carried away early on. WordPress client portals are mainly used to provide certain services to the users of a website, but only the registered ones. The client portal can be accessed only by logging in to the site and it can provide both support and extra functionalities. The main advantages of a WordPress client portal are.

Wp Client Shortcodes

Client Portal for sharing files and updates in WordPress

WP Client Portal is a great tool for sharing updates and files with others. It allows you to create a user, then upload many kinds of updates to their Client Area for them to retrieve later.

What can you do with this plugin? You can share numerous types of content, sorted into folders, and even categorize them into custom categories. We designed the plugin to be as flexible as possible. The text areas supports html, which means you can leave a simple text description, embed images or YouTube videos, and more. Types of files you can share are PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, GIF, PNG, RAR, and ZIP. Here are some sample ways to use the plugin:

  • > Construction companies can share files with sub-contractors and employees
  • > Property Management companies can share updates and financials with clients
  • > Auto Body shops can share updates with their customers with pictures
  • > Project managers can post updates and files for clients to access
  • > IT companies can share software updates with clients and staff

The possibilities are endless! If you have a cool use for the plugin, let us know.

Screen Shots

Installation

  1. Download WP Client Portal
  2. Upload contents of compressed file (wp-client-portal) to the `/wp-content/plugins/` directory.
  3. Activate the plugin through the `Plugins` menu in WordPress admin.
  4. Go into settings for WP Client Portal and configure the plugin.
Wp client logo

How To Use

Setup

Using either the PHP fuction in your theme files or the shortcode in a content page, the plugin will output the client portal where to tell it to do so. If the user is not currently logged in, they will be presented with a login box.
Function: You can echo wp_client_portal_show(); inside one of your theme template files.
Shortcode: [WPCPORTAL_SHOW] is available for you to use in the content area on any page/post. Simply include [WPCPORTAL_SHOW] in the content of the post where you would like the client portal to be displayed.

Usage To ADD a New Client:

  1. First, add the client as a WordPress User
  2. Go to WP Client Portal >> Users, and click Add New
  3. Fill out the necessary info. Fill out the required fields, and choose * Client as the Role. This is critical for the tool to work.
  4. When done, click Add New User
  5. On the left menu, under WP Client Portal, click Clients
  6. Click Add New
  7. Select the Username of the user you created
  8. Add any useful links you want to appear for that user, or leave it blank. This is useful if you want provide links to common sites.
  9. Locations is option and allows you to further categorize updates or files by location. You can change this to say anything you want by boing to WP Client Portal >> Settings
  10. When done, click on Publish. You changes will NOT be live until you do (common error).

Keep your updates tidy by adding Folders. For example, you can put plans in one folder, weekly updates in another, and financials in yet another. Here’s how:

  1. Go to WP Client Portal >> Folders, and click Add New
  2. Simply add the name of your folder
  3. To Add Updates or Files
  4. Go to WP Client Portal >> Updates and click Add New
  5. Select the Client
  6. Select the Folder
  7. Select the Optional field if you set one up (We created “Location” for you, which can be changed in WP Client Portal >> Settings)
  8. Add a text note if you wish
  9. Choose your file, then click Publish on the right

Clients or other Users can login by going to /wp-admin and logging in. To make it easy on your users, consider adding a menu item to that page. You can also install a login plugin like Theme My Login to integrate your login with your theme.

Support Options

Free support is available via ONLY the WP Client Portal Support Forum. We understand that each user might have a specific feature in mind that would work for their website. We have created the plugin that would work well for the general audience. Before leaving negative comments, please keep in mind that we spent our time, money and resources creating this plugin and offering it to everyone for free.

Wp Client Plugin

Donations

We work very diligently on this plugin. If you find this plugin useful, and wish to donate toward the future development of this plugin, you may do so here.

Changelog

Wp Client Pricing Client Management Portal

The latest changelog is available here: WP Client Portal Changelog

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