Workflow

Get Constellation Client Portal

Overview

This workflow entails creating a home page for each client, then creating additional pages that are assigned to the client.

This method works well if you want to display more information that can be contained on a single page in an organized way.

Company Home Page Client Home Page

Create a client page and assign it to a Company.

Company Home Page Additional Client Pages

Create additional client pages as needed, and assign them to the same company.

File List Shortcodes and Content

Layout your pages, and add the needed shortcode(s) to the pages to display unique client content.

Additional Info

When laying out pages, it might also be helpful to create a custom html menu, which contains the pages assigned to a given company, that you can embed on each client page (optional).

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