Understanding Client Portal Access Controls
One of the first steps in implementing your client portal is understanding and planning your approach to access control, or...
Blog
How To – Utilize Global Files
Global file posts (and global attachments) can now be created in Constellation Client Portal Pro as of version 1.8.0. Global...
Upload File Attachments to a Company Directory via SFTP
If you have existing files that need to be uploaded to a company’s directory you can do so as follows....
How to Add a User to a Company
Users can be assigned to existing Constellation Client Portal companies within a user’s profile in the WordPress Admin dashboard, as...
What is a Client Portal
Overview A client portal, in essence, is a virtual space, where people, resources, and information come together in order to...
How to Redirect the WordPress Home Page to a Client Page
There are certain circumstances in which you may want to redirect the WordPress home page to a user’s respective client...
How to Change the URL Base Name for Client Pages in Your Client Portal
Change the Client Page URL Base Name The default URL structure for client pages in the Constellation Client Portal plugin...
How to Create a Client Portal in WordPress
Steps for Creating a Client Portal in WordPress Client portals have wide ranging applications for businesses, organizations, groups, and teams...
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....
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...