Steps Prepare your CSV file with the necessary post data. Note: It is recommended that you create a test CSV...
Testing Client Portal Lists Filters and Exclusions Understanding how to view Constellation Client Portal pages as a user (a non-WordPress...
One of the first steps in implementing your client portal is understanding and planning your approach to access control, or...
Global file posts (and global attachments) can now be created in Constellation Client Portal Pro as of version 1.8.0. Global...
If you have existing files that need to be uploaded to a company’s directory you can do so as follows....
Users can be assigned to existing Constellation Client Portal companies within a user’s profile in the WordPress Admin dashboard, as...
There are certain circumstances in which you may want to redirect the WordPress home page to a user’s respective client...
Change the Client Page URL Base Name The default URL structure for client pages in the Constellation Client Portal plugin...
Steps for Creating a Client Portal in WordPress Client portals have wide ranging applications for businesses, organizations, groups, and teams...
This workflow entails creating a home page for each client, then creating additional pages that are assigned to the client....