Client Portal

The client portal is the front-end experience your clients see when they log in. It runs on your WordPress site under the page you assign in settings (e.g. /portal/).

Access Control

  • Not logged in — redirected to the login page
  • Logged in but not a client — shown the access denied message
  • Banned — shown the access denied message
  • Active client — portal loads with their data

Portal Tabs

Dashboard

The landing page after login. Shows:

  • Welcome message (customizable in settings with merge tags)
  • Quick stats: total files and folders
  • Recent files (last 10)
  • Recent shared notes (last 3)

Files

A file manager where clients can browse, upload, and manage their files and folders. Available actions depend on the permissions configured globally or per-client in settings.

Clients can always download their own shared files. They never see admin-only files or folders.

Notes

A communication channel between clients and admins:

  • Clients can compose and send notes
  • Shared admin notes appear here with a “From admin” badge
  • Notes load in pages (default 20, then “Load More”)
  • Character limit is configurable (default 1500)
  • Clients can delete their own notes if permitted

Profile

Clients can update their personal information:

  • First name, last name, email
  • Password (requires current password)
  • Address fields (if enabled in settings)
  • Custom fields marked as visible
  • Avatar upload (JPEG, PNG, GIF, WEBP — max 2 MB)

Custom avatars replace the default WordPress/Gravatar avatar site-wide.

Authentication

Login

The login page provides:

  • Username/email and password fields
  • “Remember Me” checkbox
  • Forgot password link (toggles an inline form to request a reset email)

After login, clients are redirected to the portal dashboard.

Password Reset

  1. Client enters their email on the forgot password form
  2. A reset email is sent with a secure link
  3. Client clicks the link and sets a new password

Registration

When self-registration is enabled, the registration form collects:

  1. First name, last name, email
  2. Address fields (if configured)
  3. Custom fields (if configured for registration)
  4. Username, password, confirm password

After registration, clients are automatically logged in and redirected to the portal.

Logout

A logout link is always visible in the portal navigation. Clients are redirected to the configured logout URL, or the login page if none is set.