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....
Active product licenses can be managed in your account page as follows. Steps Log into your My Account page. Click...
Steps Each company referenced in the CSV file must be created (or exist) before attempting to import the CSV file....
Client pages can be created as global pages by selecting the “enable global company access” option within the page. Global...