Requirements
- PHP 8.2 or higher
- WordPress 6.9 or higher
Installation
- Go to Plugins > Add New in your WordPress admin
- Search for “PortalPress” and click Install Now
- Click Activate
Alternatively, download the plugin from wordpress.org/plugins/portalpress/ and upload the .zip file via Plugins > Add New > Upload Plugin.
Initial Setup
1. Set Up Your Pages
Go to PortalPress > Settings > General and assign pages for:
- Portal Page — the main client portal (e.g.
/portal/) - Login Page — where clients log in (e.g.
/portal/login/) - Register Page — client self-registration (e.g.
/portal/register/)
You can search for existing pages or click the Create Page button next to each field to generate one automatically. Pages render plugin content automatically — no additional configuration needed.
2. Configure Registration
Go to PortalPress > Settings > Registration to enable or disable client self-registration.
3. Add Your First Client
There are two ways to add clients:
From WordPress Users:
- Go to Users > Add New
- Fill in user details
- Check “Make this user a PortalPress Client”
- Optionally check “Send Welcome Email”
Client Self-Registration: If enabled, clients can register at your registration page. They’ll be automatically marked as clients and receive a welcome email.
4. Manage Clients
Go to PortalPress > Clients to see all your clients. Hover over any client and click “Manage Portal” to open their portal management page where you can manage files, notes, custom fields, and permissions. You can also reach this from the “Manage Portal” button on any client’s WordPress user edit screen.