WP-Client Wordpress Client Documentation

WP-Client is a Wordpress Client Web Portal that allows you to manage your clients at a high level. You can add, import, edit, and delete your clients from this menu section. You can also create and assign Staff accounts if you’re dealing with a large client.

PDF

Document

WP-Client Wordpress Client

Web Portal Documentation

Version 2.7.9

Last Revised: 10/2012

WP-Client Documentation | v2.7.9

Allowing Clients to Register Themselves

Approving Clients

Clients Staff

Approve Clients Staff

Manager Menu

What is an Admin Manager?

What is a Client Page?

Editing Client Pages

Setting Permissions for Client Pages

Sending Email Updates to Client Pages

Add Client Page Menu

How to Create a New Client Page

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Selecting Client/Group Permissions

Selecting Page Template

Templates Menu

How Templates Work

Do template changes affect Hub/Client Pages that are already created?

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Using Placeholders in Email Templates

Re-arranging Categories

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Clients Menu

The Clients menu allows you to manage your clients at a high level. You can Add, Import, Edit and Delete your clients from this menu section. You can also create and assign Staff accounts if you’re dealing with a large client and have multiple persons within the client organization that you will be working with.

Client List

Menu: Clients > Clients tab

The first tab in the Clients menu displays all of your existing clients

(See Figure 1).

From this tab you will be able to manage client files, private messages, edit client details, or delete a client. Each client is listed in their own row with a selection of menu options under the Action section

(See Figure 2)

at the end of each row.

Figure 1: The Client List Figure 2: The Action Menu

Import Clients

Menu: Clients > Clients tab

If you already have a list of clients, WP-Client makes it fast and easy to import them. You can do this from the Clients tab under the Clients menu.

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To import, you must first have a list of clients in a CSV format file. You can create this format from any spreadsheet application such as Microsoft Excel or OpenOffice Calc. Your CSV file should be formatted to look like the following:

Username Password Contact Name Business Name alpha pass123 Andy Alpha, Inc.

bravo pass123 charlie pass123 delta pass123

Billy

Chuck

Dean

Bravo, Inc.

Charlie, Inc.

Delta, Inc.

Email [email protected]

Phone

800-867-5309 [email protected]

800-867-5309

SendEmail?

Important Notes: Just before importing, delete the top row with the row titles. For the ‘SendEmail?’ column: 1 = Send

New Client email, 0 = Don’t send New Client email.

If you need a template to help you with your client import, you can download one here: http://wp-client.com/

98hj49238hrjo/wpclient-import-demo.csv

From the Clients tab under the Clients menu, select the ‘Choose File’ button (See Figure 3) and navigate to your CSV file and select it. Click the button labeled “Import!” to import you file into WP-Client. Once the import completes, you will see each of your clients in the client list. Respective Hub and Client pages have also been created for each as well and can be found under the Hub Pages and Client Pages menu items.

Figure 3: The Import Form

Add Clients

Menu: Clients > Add Clients tab

Adding clients is very simple but there are a few key things to keep in mind:

●

All fields are required.

Clients are created in the User table of the

WordPress database, which means that Client usernames and email addresses must be unique.

No duplicates.

Figure 4: The Add Client Form

●

The Business Name field will be used to generate the title of the client Hub Page.

If you check the “Send this password to the new user by email” option it will use the email template as defined in the Templates>Email

Templates section. It’s a good idea to customize and test these templates before sending emails to your clients. Once you’ve filled out all of the required fields

(See Figure 4)

, click the ‘Add

Client’ button at the bottom. The new client will be created along with their Hub and Client pages.

You will also be able to see the new client under the Clients tab of the Clients menu.

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Private Messaging

Menu: Messages

Think of the Private Messaging feature as a secure email system built right into WP-Client. This feature allows you to read and reply to messages sent from your clients from their secure Hub and Client pages.

Messages are sorted by date/time stamp and can be kept for later reference or manually deleted if no longer needed.

Figure 5: The Messages Menu Screen

Permitting Clients to Register Themselves

Menu: Settings > General tab

If you’d like to be able to allow you’re the ability clients to create their own login, you can enable Open Client Registration in the

Figure 6: Enabling Open Client Registration

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WP-Client settings.

(See Figure 6)

Go to the General tab of the Settings menu and switch the ‘Open

Client Registration’ option from Off to On.

All client created logins will require Administrator approval before the account becomes active.

Things to remember:

● First, be sure that you have Client Registration set to Yes - http:/

/screencast.com/t/QofemmgE

● Second, be sure that you're logged out of the site

● Third, use this link: http://yourdomain.com/client-registration

(Replace yourdomain.com with your URL)

● You can also use this link in any navigation item to allow clients to register themselves

Approving Clients

Menu: Clients > Approve Clients tab

If you have enabled Open Client Registration, you must first approve a client created account before it becomes active.

To do this, navigate to the Approve Clients tab of the Clients menu. A number value in the tab will tell you how many requests are pending in addition to receiving a notification email of any pending requests that are submitted.

Clients Staff

Menu: Clients > Clients Staff tab

If you’re working with a large client and have multiple employees or persons within the client organization that you will be working with, you can create Staff accounts that can then be assigned to your existing clients. You can manage Staff entries in the same way you manage Client entries, but they exist solely under the client level. With Staff employees, you now have the ability to send messages to the entire group or to a specific employee only.

To add a new Clients Staff, navigate to the Clients Staff Add tab of the Clients menu. You must assign the new employee to an existing client under the ‘Assign to Client’ section of the Clients Staff Add tab.

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Approve Clients Staff

Menu: Clients > Clients Staff Approve tab

If you have enabled Open Client Registration, you must first approve a Clients Staff created login before it becomes active.

(See Figure 7)

To do this, navigate to the Approve Clients Staff tab of the Clients menu. A number value in the tab will tell you how many requests are pending in addition to receiving a notification email of any pending requests that are submitted.

Figure 7: Client Staff Approval Screen

Custom Fields

Menu: Clients > Custom Fields

If you’d like to collect more information than what is natively done by WP-Client, then you can use the Custom Fields menu to do that by using the Custom Fields component in this tab.

Manager Menu

The Managers menu allows you to create and manage Admin Managers for your WP-Client installation.

What is an Admin Manager?

Admin Managers allow multiple administrators to manage your clients. This is useful if you are working in a team environment, such a design firm, and have multiple people interacting with the client or specific people working on different client projects. You can create managers and assign existing clients to them to provide a more personal experience and greater organization.

When a client uploads a file or a private message is sent, the alert email is sent to that client’s Admin Manager. If no

Admin Manager is set, then those emails will be sent to the default Wordpress administrator.

Managers

Menu: Managers > Managers tab

The first tab in the Managers menu displays all of your existing managers. From this tab you will be able to edit or delete your managers. Each manager is listed in their own row with a selection of menu options under the Action section at the end of each row.

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Add Manager

Menu: Managers > Managers tab

Adding managers is very simple but there are a few key things to keep in mind:

●

All fields are required.

Managers are created in the User table of the

WordPress database, which means that Manager usernames and email addresses must be unique.

No duplicates.

If you check the “Send this password to the new user by email” option it will use the email template as defined in the Templates>Email

Templates section. It’s a good idea to customize and test these templates before sending emails.You can assign clients by checking the box next to the client name or by checking ‘Select all’.

Client names in red indicate a client that is already assigned to the manager. Once you’ve filled out all of the required fields, click the ‘Add new Manager’ button at the bottom.

(See Figure 8)

Figure 8: The Add Manager Form

Hub Pages Menu

What is a Hub Page?

A Hub Page is used to display links to all the content that a client has permissions to view, whether it be several Client

Pages or a set of files.

Editing a Hub Page

Menu: Hub Pages > Client Title > Edit

Hub Pages are automatically created when you create a new Client. To manage Hub Pages, hover your cursor over the

Client Title. You will see a menu appear that allows you to Edit, Quick Edit, Trash, or View the Hub Page for that client.

To edit existing Hub Pages, click on Edit and you be directed to the Edit Hub Page Item page that looks very similar to the post editor built into WordPress.

From the editor, you can fully customize how your Hub Pages appears to your clients. WP-Client comes with an extensive set of shortcodes to help you do this.

Using Shortcodes

Shortcodes can be used to quickly add snippets of code without having any coding experience.

These shortcodes can be mixed and matched according to your needs, and this is one of the main features of WP-Client that makes it so flexible.

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Some shortcodes have attributes that permit you to further customize their output, and you’ll find some examples of those listed below the Shortcode Key

Below is a table of available shortcodes used in the WP-Client plugin.

Shortcode Key

Shortcode

[wpc_client_theme][/wpc_client_theme]/your_pages.png

[wpc_client_pagel][/wpc_client_pagel]

[wpc_client_theme][/wpc_client_theme]/upload_files.png

[wpc_client_uploadf][/wpc_client_uploadf]

[wpc_client_theme][/wpc_client_theme]/uploaded_files.png

[wpc_client_fileslu][/wpc_client_fileslu]

[wpc_client_theme][/wpc_client_theme]/your_files.png

[wpc_client_filesla][/wpc_client_filesla]

[wpc_client][/wpc_client]

[wpc_client_private for="username"][/wpc_client_private]

[wpc_client_com][/wpc_client_com]

[wpc_client_graphic][/wpc_client_graphic]

[wpc_client_loginf]

Description

Produces the graphics skin that you have selected in the

Settings Menu | "Pages you have access to"

Outputs the pages that the logged in user has permissions to view

Produces the graphics skin that you have selected in the

Settings Menu | "Upload files here"

Outputs a file upload form that the user can use to upload files

Produces the graphics skin that you have selected in the

Settings Menu | "Files you have uploaded"

Outputs a hyperlinked list of the files that the user has uploaded

Produces the graphics skin that you have selected in the

Settings Menu | "Files you have access to"

Outputs a hyperlinked list of files that the user has access to -

See Attribute Notes below for even more options.

For 'Client Pages', anything between these two shortcodes is only viewable by a logged in user with the proper permissions. 'Client Pages' can be permissioned to multiple users.

Can be used anywhere in the site. Allows you to publish private information that is client specific anywhere on the site. Just place the private content between these two shortcodes, and replace username with the username of the appropriate client

Can be used on Hub Pages and/or Client Pages. Displays

Private Messaging interface and any messages to client.

Displays a logo or graphic (ex. your business logo) wherever this shortcode is placed

Insert login form into page or post

[wpc_client_logoutb] Logout Link

Shortcode Attribute Examples

Files:

Example: [wpc_client_filesla category='cat1' show_size='no' show_sort='no'][/wpc_client_filesla]

● Category: Set the value between the ‘ marks to the slug of the file category you want to show

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● Show Size: Set to ‘yes’ or ‘no’

● Show Sort: Set to ‘yes’ or ‘no’

Private info for just one Client

[wpc_client_private for="username"][/wpc_client_private]

● Set ‘username’ to the username for the client, and place the private information in between the shortcodes

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Client Pages Menu

What is a Client Page?

A Client Page is a page that can be given permissions to one, several, or all of your clients. One client can have permissions to many Client Pages and many clients can have permissions to a single Client Page. This versatility means that no matter how you intend to use WP-Client, you will be able to customize it to fit your needs.

Editing Client Pages

Menu: Client Pages > Client Title > Edit

A Client Page is automatically created when you create a new Client, but you can add as many as you need to for each client or for a group of clients. To manage Client Pages, hover your cursor over the Client PageTitle.

(See Figure 9)

You will see a menu appear that allows you to Edit, Quick Edit, Trash, or View thatClient Page. To edit existing Client Pages, click on Edit and you be directed to the Edit Client Page Item page that looks very similar to the post editor built in to

WordPress.

Figure 9: Menu for the Client Page

From the editor, you can fully customize how Hub Pages appears to your clients. WP-Client comes with an extensive set of shortcodes to help you do this.

(See Pages 10-11 for a List of Available Shortcodes)

Setting Permissions for Client Pages

Menu: Hub Pages > Client Title > Edit

As mentioned before, Client Pages can be used across multiple clients or groups. If you need to set or edit the permissions on a Client Page, click on Edit from the menu beneath the Client Title.

At the bottom of the Client Page editor you will find a set of controls that that will allow you to allow existing clients to view a particular

Client Page.

(See Figure 10)

If you do not see the Client listed, you will first need to create the client in the Add Client section.

Figure 10: Setting the Permissions for Client Pages

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Sending Email Updates to Client Pages

Menu: Hub Pages > Client Title > Edit

To send an email update to the clients who have permission to view a page that has been changed, check the box under the ‘Send Update to Client(s)’ control.

(See Figure 10)

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Add Client Page Menu

How to Create a New Client Page

Menu: Add Client Page

To create a new Client Page, go to the Add Client Page menu and enter a title for your page in the Client Page Title field.

(See Figure 11)

Figure 11: The Add Client Page form

Selecting Client/Group Permissions

From the available list of Clients and Groups, you can select which ones you want to have access to a new page by checking the box beside them.

(See Figure 11, above)

If you don’t see a Client or Group listed, you’ll need to first create one. Any permission settings made here can later be changed using the editing interface for the appropriate Client Page.

Selecting Page Template

Beneath the Client Page Title field is a drop-down field for selecting a Page Template.

(See Figure 11, above)

You create highly customized Client Pages using templates, which will be discussed in the next chapter. It’s important to note that once a template is assigned to a Client Page, making changes to the master template will not affect the Client Page’s template.

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Templates Menu

How Templates Work

Templates allow you to modify the look of your pages using predefined layouts. These layouts can be customized using

HTML and shortcodes and give you the option to make your WP-Client pages match the design of your website.

(See

Pages 10-11 for a List of Available Shortcodes)

Do template changes affect Hub/Client Pages that are already created?

No. Once a Hub or Client page has been assigned a template, that template can only be modified with the Hub or Client

Page editor.

Using Placeholders in Email Templates

Menu: Templates > Email Templates tab

A list of Placeholders has been defined by WP-Client to make setting up Email Templates consistent and easy.

Placeholders function similarly to shortcodes and can be used to create very customized email messages to one or more recipients.

Placeholder

[contact_name ]

{user_name}

{user_password}

{page_id}

{admin_url}

Description

Refers to the client name as defined in the Client List.

The username the client used to login to WP-Client.

The assigned password their account.

The URL (web address) to a Hub or Client page.

The URL (web address) to the Client Portal

An example email template using Placeholders will look like this:

Hello {contact_name}, Your Username is : {user_name} and Password is : {user_password}

Your private and secure Client Portal has been created. You can login by clicking <a href="

{admin_url}">HERE</a>

Thanks, and please contact us if you experience any difficulties,

YOUR COMPANY NAME HERE/p>

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Files Menu

Adding Files

Menu: Files > Files tab

WP-Client makes it easy to add files no matter where they are located. You can upload them from your computer or add them from an external location, such as a web server.

(See Figure 12)

Figure 12: Adding New Files

Adding Categories

Menu: Files > File Categories tab

You can add a new category at the time you add or upload a file,

(See Figure 12, above)

but you can also create categories from the Files > Files Categories tab.

(See Figure 13)

Figure 13: Creating and Managing File Categories

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Editing Categories

Menu: Files > File Categories tab

Next to each category is an Actions Menu

(See Figure 13)

. This allows you to either edit or delete a category. In edit mode, you can change the name of a category. Press Save after making changes to commit them or press Close to cancel any changes.

Assigning Categories

Menu: Files > File Categories tab

If you ever need to reassign all of the items from one category to another category, use the ‘Reassign Files Category’ form at the bottom of the Files > Files Categories tab window.

(See Figure 13)

In the first field, select the category you want to reassign the files from and in the second field select the category you want to reassign the files to. Use caution when performing this task.

Re-arranging Categories

Menu: Files > File Categories tab

To change the order in which categories appear, hover the cursor over the order number of the item you want to reposition. You will see an image appear indicating you can Drag & Drop this item into a new position. To do so, simply left-click your mouse button and hold, dragging the item up or down to reposition it, then release the mouse button to change the position.

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Groups Menu

Groups allow you to bring together several Clients into one Group for greater manageability.

Add Groups

Menu: Groups

To add a new group, click on ‘Create New Group’ from the Groups menu. This will toggle a form into view for creating the group.

(See Figure 14)

Enter a name to assign to the group in the Group Name field. Choosing to “Auto-Select this group…” will make it so any new clients created will, by default, be selected to be assigned to this group. You can also assign all existing clients by checking the respective box. If you’re not ready to assign clients yet or want a more specific selection, click the Add Group button.

Figure 14: Creating a New Group

Edit Group

Next to each group item in the Group List is an Actions Menu

(See Figure 15)

. This allows you to either edit or delete a group. In edit mode, you can change the name of the group. Press Save after making changes to commit them or press

Close to cancel any changes.

Assigning Clients

Click on ‘Assign Clients’ from the Action Menu (

See Figure 15)

lets you assign one, several, or all existing clients to a group.

Figure 15: The Group List

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Settings Menu

General Settings

Menu: Settings > General tab

In the General tab window, you will find various settings that control the functionality of WP-Client. Below is a table that describes each setting and options available.

Notification Settings

Setting

Receive email notification of private messages from clients

Receive email notification of private messages from admin

Create Client/Staff Settings

Setting

Automatically create client page

Hide dashboard/backend

Open Client Registration

Auto-Approve Clients

Description

Enables or disables the feature that sends an email to you when a client sends you a private message.

Enables or disables the feature that sends an email message to you when the admin sends a message to a client.

Description

By default, WP-Client creates a Client Page when you create a client. You can disable that here.

Hides the dashboard/backend from clients and client staff

Allows Clients to register themselves. Will not become active until receiving admin approval.

If checked, Clients who register through the form will be automatically approved.

Allows Clients to register their own Staff Clients. Accounts are not active until receiving admin approval.

Adds or removes the File Categories feature.

Open Staff Registration

Show File Categories

File Display Settings

Setting

Show sort

Show File Categories

Enable category choice for client file upload

Max File Size for Upload (Kb)

Description

Adds or removes the option to sort from the various menu lists.

Adds or removes the File Categories feature.

Show or hide the ability for clients to assign a category to their file uploads.

This allows you to limit the size of files that clients can upload. Leave blank to allow unlimited file size.

NOTE: This setting does not change your server settings. You should change your server settings if you are have trouble.

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Custom Navigation Settings

Setting

Show custom menu on login

Description

Enables the setting that shows a different custom menu depending on the logged state of the current user

Custom menu for logged-in users Select the custom menu that you would like to display to logged-in users

Custom menu for non-logged users Select the custom menu that you would like to display to non logged-in users

Show HUB page link in menu

HUB page link text

Graphic (for shortcode

[wpc_client_graphic])

Custom Login

Menu: Settings > Custom Login tab

Show or hide a dynamic link to the HUB page. Logged out users will be redirected to the

Defines how the HUB page link is worded in the menu on your site.

Defines the graphics that is displayed when the [wpc_client_graphic] shortcode is used.

WP-Client furthers it’s highly customizable platform by allowing you to modify the Login Screen your clients will see when they login to their Hub and Client pages. This gives your site a more professional appearance. You can choose whether or not you want to use this feature, but

WP-Client has it enabled by default.

Figure 16: The Custom Login screen

The first and most important of modifying the appearance of the Login Screen is a custom image. This can be your logo or a specific image related to the client experience. We recommend the image be 312px wide and around 600px tall in order to extend the frame of the login box past the fieldset. You can create your image using Photoshop, Gimp, or whatever image editor you are familiar with. Save it in either PNG or GIF format to preserve transparency. Once you have an image, upload the file using the Media Uploader in WordPress (Media

Menu > Add New). After uploading the image, copy the

URL path that it saves the file to and paste it into the

Background Image URL field of the Custom Login tab window

(See Figure 16)

The next three fields define the colors used in the login screen, namely the background color, text color, and link color. Use the 6-digit hexadecimal color code (without the

#) to set the colors for each.

Login/Logout Redirection

Menu: Settings > Login/Logout Redirects tab

This setting allows you to define custom URLs to which different users will be redirected upon successful login and logout. By default, a client is setup with a definition to redirect them to their Hub Page upon successful login. You can change that redirect here (See Figure 17).

Figure 17: Defining the Login/Logout Redirection

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Skins

Menu: Settings > Skins tab

WP-Client comes with two skins, Light and Dark, to integrate the product cleanly into your website. Select the option you prefer from the drop-down box and save.

Login Alerts

Menu: Settings > Login Alerts tab

If you’re in need of login auditing for your website, you can setup email alerts in this section. Enter your email address and turn

Successful or Failed Logins on or off to begin receiving these alerts.

Figure 18: Setting up Login Alerts

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Addons

Menu: Settings > Addons tab

The Addons tab lets you activate/deactivate components of WP-Client according to your needs.

About

Menu: Settings > About tab

The About tab will show you what version of WP-Client you have installed, as well as all of the legal policies, terms, and disclaimers of the product.

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Feedback Wizard Menu

General Concept

The Project Feedback Wizard (PFW) is essentially a unique, professional, secure & efficient method whereby the administrator of the site can bundle together a specific set of images, documents, files or links - and effectively present to a client a simple and easy to follow process that allows them to provide formalized and focused feedback.

Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each

Wizard would represent the entire envelope, and all its’ contents. Each page in the Wizard represents a drawing, image, concept, document or PDF that you’re seeking the client’s opinion on. At the bottom of each page would be a set of options for your client to mark that would let him/her indicate their thoughts on that particular page’s content. There would also be an area for the client to provide more detailed written comments in order to expound on their feedback selection. All the pages together represent the Wizard as a whole.

To create a Project Feedback Wizard (PFW), you will first start by defining which items it will contain, and what type of feedback you would like to see from your client. You can even define the number and content of the feedback choices.

When you have made these choices and configured them, you would then proceed to upload each item that will be contained in the wizard for feedback.

If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE,

DISAPPROVE and LET’S DISCUSS FURTHER ( these choices can be customized by using the Feedback Type interface ). The next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on. Each item would require the client to make a feedback choice, and offer them the option of leaving comments about each individual item.

After they work their way through the slides, they are then able to leave summary feedback about the project as a whole, and then finalize and submit.

Upon final submission, the results are stored in the database, and are emailed to both the admin/manager and the client. The results can be viewed at any time in the admin console of WP-Client.

Activating the Project Feedback Wizard ( PFW )

Menu: Settings > Addons

If you don’t see the menu choice for Feedback Wizard in your dashboard’s WP-Client menu, then you will need to follow these instructions to activate it.

1. Navigate to the Settings menu and find the tab that says Addons

2. Under Feedback Wizard, find and click Activate

Creating your first Wizard

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Feedback Type

Menu: Feedback Wizard > Feedback Type

The first step in customizing and creating your first PFW is to select what type of feedback you’d like to get from your clients, and this is controlled from the Feedback Type tab within the PFW main menu.

Click the Feedback Type tab, and then select Add New Feedback Type to begin creating your first Feedback Type template.

1. FEEDBACK TYPE NAME | Enter the Name by which you will remember this particular template

2. FEEDBACK TYPE TITLE | Enter the text which will show to the client and instruct him/her to make a selection from the feedback options

3. FEEDBACK TYPE | You can select what type of input method you’d like to present to your clients

● Buttons

● Radio Buttons

● Checkboxes

● Select Box

4. FEEDBACK TYPE OPTIONS | You can further customize the presentation by choosing what the client sees

Order by:

● Order entered

● Name - Ascending

● Name - Descending

Align:

● Horizontally

● Vertically

5. FEEDBACK TYPE NUMBER & CONTENT - You can customize both the number and content of the feedback selections

You could have 3 selections:

● Approve

● Disapprove

● Maybe

Or, you could customize to be :

● Love it

● Hate it

● Meh

Or...

● Order 100

● Order 10

● Order 1

● Don’t order any

Add Item(s) to Wizard

Menu: Feedback Wizard > Add Item

A PFW is a collection items, so the next step in creating a PFW is to add your items.

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Click the Add Item tab, and then select from the choices:

● Image | Can be any JPG, PNG OR GIF

● PDF | PDF format only

● Attachment | Can be any attachment ( Client will have to download and open/view from the link provided, and then give feedback

You can the Name the item, and provide a description for your client to read.

Create Wizard

Menu: Feedback Wizard > Create Wizard

After the Items have been added, you can the create your first PFW by clicking the Create Wizard tab.

On the right hand column, you can give the Wizard a unique name, specify the Feedback Type, and then set the version number.

Then, simply find the items you want to add in the Available Items window and drag/drop them into the right hand sidebar. You can drag/drop the items into the order that you’d like them to appear.

When the items have been dragged and sorted, and the name/version/feedback type are correct, simply click Create

Wizard

Assigning the Wizard to your client(s)

Menu: Feedback Wizard > Feedback Wizards > Assign

After the PFW is created, you will be taken to the list of Wizards, and for each PFW, you are given the option to assign to

Client(s) and/or Group(s)

Emailing the Wizard to your Client(s)

Menu: Feedback Wizard > Feedback Wizards > Email to Client(s)

WP-Client Documentation | v2.7.9

Frequently Addressed Questions

I have weird things showing up on my HUB Pages & Client Pages?

>> By default, WP-Client uses the single.php page template from your activated theme. Often, this page template can contain extra components that are undesirable. You should follow the instructions above for using Custom Page

Templates with WP-Client. This will permit you to customize the page templates that WP-Client uses.

Custom Page Templates

Using FTP, go into your theme's folder, and download page.php to your computer.

Then rename to single-hubpage.php and upload into same folder.

Now, download another copy of page.php to your computer.

Then rename that copy to single-clientspage.php and upload into same folder.

In the end, you will have all three in your theme folder.... page.php, plus the two new renamed copies.

WP-Client will then start using the new copies as the page templates for all WP-Client components, and those can be customized to fit your needs.

* You can use any page template in your theme to copy. It doesn't have to be page.php, but that typically is the page template with the fewest added components ( next & previous post links, social media, etc... )

I am unable to add clients? Does this thing work?

>> You are most likely trying to add a client with an email address that is already in use by another user in your

Wordpress installation.

How do I allow Clients to register themselves?

First, be sure that you have Client Registration set to Yes - http://screencast.com/t/QofemmgE

Second, be sure that you're logged out of the site

Third, use this link: http://yourdomain.com/client-registration (Replace yourdomain.com with your URL)

You can also use this link in any navigation item to allow clients to register themselves

I get an error when trying to activate | "Plugin could not be activated because it triggered a fatal error. Sorry cURL is not installed!"

>> If you're on local, then you'll want to remove the ; before php_curl, and then restart apache. If you're on live hosting, then you'll want to ask your hosting to install cURL... this is typically installed on 98% of hosting servers.

Why isn't private messaging working in my HUB Pages and/or Client Pages?

Be sure you have the private messaging shortcode in your template.

WP-Client Documentation | v2.7.9

>> Also, any HUBs/Client Pages that have already been created, you'll need to manually add the shortcode to them. See the Help file in the plugin navigation for a shortcode key. And, attached are the latest templates that ship with WP-Client

( if you installed earlier versions, the newer releases do NOT overwrite your templates so that any customizations are preserved. This is why you are not seeing the private messaging, because the shortcode is not in your template )

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Key features

Manage clients
Import clients
Create Staff accounts
Private messaging
Feedback Wizard

Frequently asked questions

You can add clients from the Clients Menu by clicking the Add Clients tab. All fields are required. Clients are created in the User table of the WordPress database, which means that Client usernames and email addresses must be unique. You must also assign the new employee to an existing client under the ‘Assign to Client’ section of the Clients Staff Add tab.

The Feedback Wizard is a unique and efficient method that allows the administrator of the site to bundle together a specific set of images, documents, files or links - and effectively present to a client a simple and easy to follow process that allows them to provide formalized and focused feedback.

A Hub Page is used to display links to all the content that a client has permissions to view, whether it be several Client Pages or a set of files.