Workflow – Create a Client Home Page Along with Additional Client Pages
This workflow entails creating a home page for each client, then creating additional pages that are assigned to the client....
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Workflow – Create a Single Unique Page for Each Client
This workflow entails creating a single Client Page for each client that serves as the client home page and displays...
How To – Manage Product Licenses
Active product licenses can be managed in your account page as follows. Steps Log into your My Account page. Click...
How To – Import Posts by CSV – Constellation Client Portal
Steps Prepare your CSV file with the necessary post data. Note: It is recommended that you create a test CSV...
How To – Utilize Global Pages
Client pages can be created as global pages by selecting the “enable global company access” option within the page. Global...
Workflow – Create a Document Page
The workflow below details the steps for displaying client file lists on company pages.
Workflow – Create a Billing Page
The workflow below details the steps required to create a billing page for clients, in the Constellation Client Portal plugin,...