All settings are found under PortalPress > Settings in your WordPress admin.
General
| Setting | Description |
|---|---|
| Portal Page | The main client portal page. Clients are redirected here after login. |
| Login Page | Front-end login page. Unauthenticated portal visitors are sent here. |
| Register Page | Client self-registration page. Only used when registration is enabled. |
| After Logout Redirect | Where clients go after logging out. Defaults to the login page, or / if no login page is set. |
Messages:
- Dashboard Welcome Message — shown on the client dashboard. Supports merge tags:
{{first_name}},{{last_name}},{{email}},{{site_name}},{{portal_url}},{{login_url}}. - Access Denied Message — shown to logged-in users who are not clients.
- Registration Disabled Message — shown when self-registration is turned off.
Registration
| Setting | Description |
|---|---|
| Allow Registration | Enable or disable client self-registration. |
Custom Fields
See Custom Fields for details.
Address Fields:
| Setting | Options | Default |
|---|---|---|
| Address Visibility | Admin Only, Profile, Registration | Admin Only |
| Address Required | On/Off | Off |
When set to “Registration”, address fields appear on both the registration form and the client profile. When set to “Profile”, they appear only on the profile. Admins always see address fields on the backend regardless of this setting.
Files
Client Permissions (global defaults):
| Permission | Default | Description |
|---|---|---|
| Upload Files | On | Clients can upload files |
| Create Folders | Off | Clients can create subfolders |
| Rename Files | On | Clients can rename their files |
| Rename Folders | Off | Clients can rename their folders |
| Move Files | Off | Clients can move files between folders |
| Move Folders | Off | Clients can move folders |
| Trash Files | Off | Clients can move files to trash |
| Trash Folders | Off | Clients can move folders to trash |
| View Trash | Off | Clients can see trashed items |
| Restore Items | Off | Clients can restore from trash |
| Delete Notes | Off | Clients can delete their own notes |
All of these can be overridden per-client from their portal management page.
Upload Settings:
| Setting | Default | Description |
|---|---|---|
| Max File Size | 2 MB | Maximum upload size — choose from 0.5, 1, 1.5, or 2 MB (capped by your server’s limits) |
| Max Folder Depth | 3 | How many levels deep folders can nest (0-5) |
| Allowed File Types | All categories | Which file type groups clients can upload |
| Upload Notification | Ask each time | Email client when admin uploads a file: Always, Never, or Ask |
File Type Categories:
| Category | Extensions |
|---|---|
| Documents | PDF, DOC, DOCX, TXT, RTF, ODT |
| Images | JPG, JPEG, PNG, GIF, WEBP |
| Spreadsheets | XLS, XLSX, CSV, ODS |
| Presentations | PPT, PPTX |
| Archives | ZIP |
| Audio | MP3, WAV, M4A |
Dangerous file types (EXE, PHP, JS, HTML, SVG, BAT, etc.) are always blocked regardless of settings.
Emails
See Email Notifications for details.