Managing Clients

Clients List

Go to PortalPress > Clients to see all users marked as PortalPress clients. This is a filtered view of the WordPress Users list. Hover over any client and click “Manage Portal” to open their portal management page.

Creating Clients

From WordPress Admin

  1. Go to Users > Add New
  2. Fill in the user details
  3. Check “Make this user a PortalPress Client”
  4. Optionally check “Send Welcome Email” to notify the client

The welcome email instructs clients to use the password reset flow to set their password — no passwords are sent in plain text.

Client Self-Registration

When self-registration is enabled in settings, clients can sign up at your registration page. The registration form collects:

  • First name, last name, email
  • Address fields (if configured)
  • Custom fields marked for registration
  • Username, password, confirm password

Client Portal Management

The portal management page has five tabs:

Overview

A summary view showing:

  • Quick stats (files, folders, notes)
  • Account info (last login, account created)
  • Starred notes
  • Recent files and notes

Profile

Edit the client’s personal information:

  • Name and email
  • Address fields
  • Custom field values

All fields save inline via AJAX.

Files & Folders

A full file manager for the client’s portal. Admins have all permissions regardless of global or per-client settings. From here you can:

  • Upload files and create folders
  • Rename, move, trash, restore, and permanently delete items
  • Toggle file visibility between “Shared” and “Admin Only”
  • Send email notifications when uploading files
  • View and empty the trash

Notes

Manage notes for this client:

  • Add notes with an option to share with the client
  • Star notes to flag them as important
  • Filter by: All, Admin Only, Shared, Received, Starred, Trashed
  • Trash, restore, or permanently delete notes

When you share a note, the client receives it in their portal Notes tab. When a client sends a note, it appears here with a “Client” badge.

Custom Permissions

Override global file/folder/note permissions for this specific client. Each permission has three states:

  • Default — uses the global setting
  • Allow — grants permission regardless of global setting
  • Deny — revokes permission regardless of global setting

Banning Clients

From the WordPress user edit screen, check the “Ban User” option in the PortalPress section. Banned clients cannot access the portal and see the access denied message.

Banning preserves all client data — it revokes portal access and also prevents the user from self-registering as a client.