Constellation Client Portal: Secure Documents & Projects for WordPress

No. This is a WordPress plugin that is designed to be installed on a WordPress site. So, it must be used on a site that has WordPress intalled.

Yes. WooCommerce is not required, but the plugin does integrate with WooCommerce to allow payments to be processed for invoices. You can, however, choose not to use this functionality, or implement a custom workflow to suit your needs.

Yes. WooCommerce is required if your payment processing workflow utitlizes WooCommerce to process payments. However, if you have implemented a custom workflow that does not rely on WooCommerce for payment processing, it may not be necessary in your operation.

Yes. The client pages are custom post types that work concurrently with standard WordPress pages and posts. So, you can have both private client pages (invoices and files) and standard Wordpress pages and posts on the same site. Your client pages will only be accessible to those that are logged in, and have been granted access, while your public pages and posts will be publicly accessible.

Yes. Constellation Client Portal is designed to allow you to post files and documents for your clients that only a specific client has access to. Anyone who has not been granted access to a specific client page or file will not be able to view that asset.

Yes. The client files and invoices allow you to upload/attach files (optional), as well as post freeform content via a WYSIWYG post editor.

Yes. By default only users that are logged in have access to client pages and files. Further, only users that have been added to a specific company, are able to view pages and files for that company.

Yes. You can enable automatic login redirection and choose to redirect clients to their respective client page when they log in. This option should only be enabled if you do not already have login redirection enabled through another plugin.

Yes. You can enable functionality that automatically changes an invoice status to paid when it is paid in WooCommerce, or when the WooCommerce order status changes to "completed" (depending on your preference).

Yes. Paid versions of the plugin allow you to restrict access to client pages, client files, client invoices, file categories, and invoice categories, by specific user or role. So, while you might assign a client page to a specific company, you can adjust access to specific assets for specific users and roles within that company, to suit your needs.

1. Navigate to WordPress Admin -> Plugins.
2. Locate the “Constellation Client Portal” plugin in the list (the basic version) and click “Deactivate.”
3. Once the basic version of “Constellation Client Portal” is deactivated, install and activate Constellation Client Portal Pro by following the installation instructions here.

Note: There is no need to uninstall the basic plugin, and your existing data will not be lost. Also, multiple versions of the Constellation Client Portal plugin (example the Basic and Pro versions) should never be active at the same time.

Your plugin license is set to auto renew every year by default, but you can disable this at any time by going to My Account -> Subscriptions and clicking "cancel". This will prevent your subscription from renewing at the end of the current term (you will still have access to updates until the end of your current term).

However, maintaining an active license each year ensures that you receive regular plugin updates throughout the year, which is important for ensuring compatibility with new versions of WordPress (and popular plugins). An active license also ensures that you receive critical patches, as well as new features, as they are released.

Yes! You can lock in your renewal price forever, as long as you maintain an active subscription and have auto-renew enabled. This means that your renewal price will not change when the plugin price increases in the future.

If the subscription lapses, or the subscription is set to renew manually (i.e. auto-renew is disabled), the subscription will renew at the current price at the time of the renewal.

Yes. At its core, Constellation Client Portal is a business and/or organizational tool that can be applied in any setting that requires organizing people and information. Most any business, organization, or operation needs this and can benefit from implementing a centralized portal that members can access for information, documents, files, and billing and payment rources (if needed).

View the Use Cases for more information.

Yes. The Pro version allows you to customize the look of each list independently. The pro version also allows you to display post lists in list or grid layouts.