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...
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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...
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.