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...
Blog
How To – Import Posts by CSV – Constellation Client Portal
Steps Each company referenced in the CSV file must be created (or exist) before attempting to import the CSV file....
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,...