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...
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...