How To – Import Companies 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...
Category: How To
How To View and Test Constellation Client Portal Pages and Lists as a User
Testing Client Portal Lists Filters and Exclusions Understanding how to view Constellation Client Portal pages as a user (a non-WordPress...
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...
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...
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...
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...