Using the settings within the plugin at WP-Client-->Settings-->Capabilities, you can set what kinds of permissions/access you would like your Clients, Staff, Managers, and WPC-Admins to have.

WPC-Managers


Add Clients

Check this box to allow WPC-Managers to add new clients in the installation. All clients added by a WPC-Manager will be automatically assigned to that WPC-Manager.


Approve Pending Self-Registered Clients

Check this box to allow WPC-Managers to approve any Clients who self-register using the frontend Client Registration Form, and are awaiting account approval.


Add Staff

Check this box to allow WPC-Managers to create new Client's Staff users.


Approve Pending Registered by Client Staff

Check this box to allow WPC-Managers to approve any Client's Staff users who have been registered by Clients, and are awaiting account approval.


Edit Clients

Check this box to allow WPC-Managers to edit the details/profiles of their assigned clients.


Edit Individual Capabilities for Clients

Check this box to allow WPC-Managers to modify the individual capability permissions of their assigned Clients.


Archive Clients

Check this box to allow WPC-Managers to "archive" any of their assigned clients.

NOTE: When viewing the "Archive" tab, WPC-Managers will see all clients that have been archived, not just archived clients that were assigned to them.


Restore Clients

Check this box to allow WPC-Managers to restore clients from the Archive.

NOTE: When viewing the "Archive" tab, WPC-Managers will see all clients that have been archived, not just archived clients that were assigned to them.


Delete Clients

Check this box to allow WPC-Managers to delete clients. This will allow WPC-Managers to delete active clients who are currently assigned to them, as well as the ability to delete any clients who are currently archived.

NOTE: This capability will need to be granted in conjunction with the "Archive Clients" capability in order to allow a WPC-Manager to delete clients, as the two functions are linked.


View Client Details (Without Edit)

Check this box to allow WPC-Managers to "view" client details for their assigned clients, without being able to edit these details.


Add/Edit Internal Notes

Check this box to allow WPC-Managers to view/add/edit "Internal Notes" for their assigned clients. 


View Internal Notes (Without Edit)

Check this box to allow WPC-Managers to view "Internal Notes" for their assigned clients, without add/edit capability.


View Client's HUB Pages

Check this box to allow WPC-Managers to view the HUBs of their assigned Clients.


Add HUB Pages

Check this box to allow WPC-Managers to create new HUBs.


Edit Client's HUB Pages

Check this box to allow WPC-Managers to edit the HUBs of their assigned Clients.


View Client's Portal Pages

Check this box to allow WPC-Managers to view the Portal Pages of their assigned Clients.


Edit Client's Portal Pages

Check this box to allow WPC-Managers to to edit the Portal Pages that are assigned to their assigned clients.

NOTE: WPC-Managers will be able to edit all Portal Pages assigned to their clients, not just necessarily Portal Pages that are only assigned to those clients. For instance, let's say Manager A is assigned to Client B. Client B is assigned to Portal Page C. Additionally, Portal Page C is also assigned to Client Z, who is unrelated to Manager A. In this case, Manager A will be able to edit Portal Page C, even though Portal Page C is assigned to an unrelated client (Client Z), in addition to their assigned client (Client B)


View Email Pages

Check this box to allow WPC-Managers to view the WP-Client Email Templates menu.


Edit Email Pages

Check this box to allow WPC-Managers to edit the WP-Client Email Templates.


View Shortcode Templates

Check this box to allow WPC-Managers to view the WP-Client Shortcode Templates menu.


Edit Shortcode Templates

Check this box to allow WPC-Managers to edit the WP-Client Shortcode Templates.


View Admin & Managers Files

Check this box to allow WPC-Managers to view/download files that have been uploaded by admins and other WPC-Managers. This will include files that are not assigned or related to any of the WPC-Manager's assigned clients.


Delete Admin & Managers Files

Check this box to allow WPC-Managers to delete files that have been uploaded by admins and other WPC-Managers. This will include files that are not assigned or related to any of the WPC-Manager's assigned clients.

NOTE: To give WPC-Managers the ability to delete admin/manager files, you will want to make sure the "view admin/manager files" capability is also checked.


Upload Media Files

Check this box to allow WPC-Managers to upload files to the WordPress Media Library in your installation.

NOTE: WPC-Managers will only be able to upload new files, and view existing files in the Media Library. They will not be able to edit or delete any files in the Media Library.


Show All File Categories

Check this box to allow WPC-Managers to view all File Categories within the File Sharing menu.


Show File Categories Page

Check this box to allow WPC-Managers to view the File Categories menu within the File Sharing menu.


Show File Tags Page

Check this box to allow WPC-Managers to view the "File Tags" menu in WP-Client File Sharing.


Add File Tags

Check this box to allow WPC-Managers to add new File Tags when uploading/editing files.


Delete File Tags

Check this box to allow WPC-Managers to delete existing File Tags.


Show Files Download Log

Check this box to allow WPC-Managers to view the File Sharing Download Log.

NOTE: WPC-Managers will only be able to see entries in the Download Log related to their assigned clients.


Show FTP Sync

Check this box to allow WPC-Managers to use the FTP Sync functionality within the File Sharing menu.


View Private Post Types

Check this box to allow WPC-Managers to view the Private Post Types menu.


Login to Clients Account

Check this box to allow WPC-Managers to use the "Login to Client account" function, which allows the WPC-Manager to view the portal (HUB, files, etc) from the point-of-view of the client.

NOTE: This function will only be available for the WPC-Manager's assigned clients.


Show Dashboard

Check this box to allow WPC-Managers to see the WP-Client "Dashboard" menu when they first login. If not checked, WPC-Managers will see a blank menu after login.


Create/Manage Circles

Check this box to allow WPC-Managers to create new Circles and manage existing Circles.


View Private Messages

Check this box to allow WPC-Managers to view and send Private Messages.


Show All Private Messages

Check this box to allow WPC-Managers to view all Private Messages that have been sent within WP-Client.


Can See Content of Any [wpc_client_private] Shortcode

Check this box to allow WPC-Managers to view any content inside a WP-Client "private" shortcode in their available pages.


Can See WP-Client button in tinyMCE

Check this box to allow WPC-Managers to view and use the WP-Client shortcode/placeholder button when editing pages.


Modify Feedback Wizards

Check this box to allow WPC-Managers to modify existing Feedback Wizards.


Modify Feedback Items

Check this box to allow WPC-Managers to modify existing Feedback Wizard Items.


Show Feedback Results

Check this box to allow WPC-Managers to view submitted Feedback Wizard responses from clients.


View & Edit Forms

Check this box to allow WPC-Managers to view and modify existing Forms within the Form Builder Extension.


View/Edit Form Answers from usermeta

Check this box to allow WPC-Managers to view and edit client usermeta field details in the profile that are populated via Form Answers.


View Form Answers

Check this box to allow WPC-Managers to view the Answers tab in the Form Builder menu.


Create Invoices to Client

Check this box to allow WPC-Managers to create new invoices for their assigned clients.


Delete Invoices to Client

Check this box to allow WPC-Managers to delete existing invoices that are assigned to their assigned clients.


Create Recurring Profiles to Client

Check this box to allow WPC-Managers to create new Recurring Invoice Profiles for their assigned clients.


Delete Recurring Profiles to Client

Check this box to allow WPC-Managers to delete Recurring Invoice Profiles that are assigned to their assigned clients.


Create Accumulating Profiles to Client

Check this box to allow WPC-Managers to create new Accumulating Invoice Profiles for their assigned clients.


Delete Accumulating Profiles to Client

Check this box to allow WPC-Managers to delete Accumulating Invoice Profiles that are assigned to their assigned clients.


Add Payment to Invoice

Check this box to allow WPC-Managers to add manual payments to invoices that are assigned to their assigned clients.


Create Estimates to Client

Check this box to allow WPC-Managers to create new estimates for their assigned clients.


Delete Estimates to Client

Check this box to allow WPC-Managers to delete existing estimates that are assigned to their assigned clients.


Modify Invoicing Items

Check this box to allow WPC-Managers to modify and/or delete existing invoicing items, as well as create new invoicing items.


Modify Invoicing Taxes

Check this box to allow WPC-Managers to modify and/or delete existing invoicing taxes, as well as create new invoicing taxes.


Create Custom Fields for Invoice

Check this box to allow WPC-Managers to create new Custom Fields in the Estimates/Invoices extension menu.


Access to Client Estimate Requests

Check this box to allow WPC-Managers to view and manage Estimate Requests submitted by their assigned clients.


Show Login Logs

Check this box to allow WPC-Managers to view the Login Logs Extension menu/table.


Use Newsletters

Check this box to allow WPC-Managers to access the Newsletters Extension menu.


Add/Edit Projects

Check this box to allow WPC-Managers to create new and edit existing Projects within the Project Management menu.


View Galleries

Check this box to allow WPC-Managers to view existing Galleries within the Shutter menu.


Add/Edit Galleries

Check this box to allow WPC-Managers to create and edit Galleries within the Shutter menu.


Delete Galleries

Check this box to allow WPC-Managers to delete existing Galleries within the Shutter menu.


Send SMS To Client

Check this box to allow WPC-Managers to send SMS notifications to their assigned clients.


Create Tickets to Client

Check this box to allow WPC-Managers to create new Support Tickets on behalf of their assigned clients.


Edit Tickets

Check this box to allow WPC-Managers to edit existing Support Tickets related to their assigned clients.


Delete Tickets to Client

Check this box to allow WPC-Managers to delete existing Support Tickets related to their assigned clients.


Clients


Delete Assigned Files

Check this box to allow clients to delete files that have been assigned to them by admins/managers.


Delete Uploaded Files

Check this box to allow clients to delete files that they themselves have uploaded.


Reset Password

Check this box to allow clients to reset their password via their Client Profile.

NOTE: In order to allow clients to reset their password via their Client Profile, the capability "Modify Profile" will also need to be checked.


View Profile

Check this box to allow clients to view their Client Profile, without editing functionality.

NOTE: Clients will still be able to "edit" the information in the fields on their Client Profile, but they will be unable to save the changes.


Modify Profile

Check this box to allow clients to modify the information on their Client Profile.

NOTE: Clients will only be able to edit fields that are not "required" or "read-only", such as their email address, phone number, etc. Fields such as Username and Business Name are not editable.


Add Media

Check this box to allow clients to upload files to the standard WordPress Media Library when editing Portal Pages.


Client's Staff


Reset Password

Check this box to allow Client's Staff to reset their password via their Profile.

NOTE: In order to allow Client's Staff to reset their password via their Profile, the capability "Modify Profile" will also need to be checked.


View Profile

Check this box to allow Client's Staff to view their Profile, without editing functionality. 

NOTE: Client's Staff will still be able to "edit" the information in the fields on their Profile, but they will be unable to save the changes.


Modify Profile

Check this box to allow Client's Staff to modify the information on their Profile.

NOTE: Client's Staff will only be able to edit fields that are not "required" or "read-only", such as their email address, phone number, etc. Fields such as Username and Business Name are not editable.


View Clients Invoices

Check this box to allow Client's Staff to view invoices that are assigned to their "parent" clients.


Paid Clients Invoices

Check this box to allow Client's Staff to view and pay invoices that are assigned to their "parent" clients.


Show Projects

Check this box to allow Client's Staff to view the Projects assigned to their "parent" clients.


Read Messages on Project Page

Check this box to allow Client's Staff to read existing Client Talk messages in the Projects of their "parent" clients.


Read and Write Messages on Project Page

Check this box to allow Client's Staff to read and create new Client Talk messages in the Projects of their "parent" clients.


WPC-Admin


Edit Posts

Check this box to allow WPC-Admins to access the WordPress menus for Posts and Comments with viewing capability, as well as add new posts.

NOTE: With this capability, any new posts created by WPC-Admins will be placed in "Awaiting Review" status. A proper Admin will need to approve the post before it is published.


Edit Published Posts

Check this box to allow WPC-Admins to edit their own published Posts.


Edit Others Posts

Check this box to allow WPC-Admins to edit other users' Posts.


View Private Post Types

Check this box to allow WPC-Admins to access the menu/table for Private Post Types.


Login to Clients Account

Check this box to allow WPC-Admins to use the "Login to Client account" function, which allows the WPC-Admin to view the portal (HUB, files, etc) from the point-of-view of the client.


Teammate


Manage Milestones

Check this box to allow Teammates to manage Milestones within their assigned Projects.