GENERAL

Show HUB Title on HUB Page

Choose whether or not to display the name of the Client’s HUB Page on the page itself.


Graphic (for shortcode [wpc_client_graphic])

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


IMPORTANT NOTE: As of WP-Client v.4.2.2, the Custom Navigation settings have been moved to the main Appearance-->Menus-->Manage Locations settings of your WordPress installation.

Show custom menu on login

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


Navigation (logged-in)

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


Navigation (not logged-in)

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


Show HUB page link in menu

Show or hide a dynamic link to the HUB page. Logged out users will be redirected to the Login Form. Logged in users will be redirected to their Hub Page.


HUB page link text

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


CLIENT/STAFF

Automatically create Portal Pages

Choose whether or not a Portal Page is automatically created and assigned when a new Client/Member is added.


Hide dashboard/backend

Choose whether or not you would like your Clients/Members to be redirected to the backend dashboard or HUB Page upon login.


Hide Admin Bar

Choose whether or not you would like your Clients/Members to have an admin bar displayed upon login.


Allow “Lost your password”

If set to “Yes”, displays "Lost your password" link on login form, and allows Client/Member to reset their own password.


Open Client Registration

Choose whether to allow Clients to register themselves using Client Registration Form. By default, all Clients require approval from the Administrator after self-registering.


Notify Admin about new registrations

Sends email to Admin when a new Client registers using Client Registration Form


Automatically approve Clients who register using form

Eliminates need for Admin to approve Clients who register using Client Registration Form


Send approval email

Sends email to Client when Admin approves their account creation


CAPTCHA

Using Captcha

Choose whether to insert a Captcha security form into the Client Registration Form


FILE SHARING

Show sort

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


Show File Categories

Choose to display File Categories on Client HUB page.


Enable category choice for client file upload

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


Uploader in Admin area

Choose whether to use the Regular, HTML5, or uberLOADER file uploader in the Admin area. The HTML5 uploader is more full-featured (multiple files at once, progress bars for uploading) than the Regular, and the uberLOADER allows for functions such as file "chunking" for uploading large files (see example video of uberLOADER HERE). However some older browsers do not support HTML5, which the uberLOADER also uses. Turn on the Regular uploader if you are experiencing issues.


Uploader in Client area

Choose whether to use the Regular, HTML5, or uberLOADER file uploader in the Client area (such as HUB Pages). The HTML5 uploader is more full-featured (multiple files at once, progress bars for uploading) than the Regular, and the uberLOADER allows for functions such as file "chunking" for uploading large files (see example video of uberLOADER HERE). However some older browsers do not support HTML5, which the uberLOADER also uses. Turn on the Regular uploader if you are experiencing issues.


Max File Size for Upload (Kb)

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.


Attach uploaded files to the notification email sent to Admin/Manager

Choose to send any Client-uploaded files to Admin/Manager as email attachment. NOTE: Some files may be too large and be blocked by email providers.


BUSINESS INFO

This section is where you will add information about the business which WP-Client represents. The logo from here will be used in the Estimates/Invoicing component as well as the business information. Placeholders to represent each of the fields are noted.


THEME LINK PAGES

Here is where you will assign pages for WP-Client to use for its' components. The core WP-Client pages need selecting so that the plugin knows where they are. These pages should have been created upon installation of the plugin. If not, you will need to create and assign them. If you have successfully chosen a page, and WP-Client sees the proper shortcode on that page, you will end up with a green check beside that selection. See here: http://screencast.com/t/Z7gJ7ogoI5


CUSTOM TITLES

Use this section to change the standard titles of WP-Client to something that applies to your particular installation better.




CAPABILITIES

Use this section to select which capabilities will be granted to each role within WP-Client. For example, you can choose to allow Clients/Members the ability to delete files are assigned to them, or view and modify their Client Profile.


CUSTOM LOGIN

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 Portal 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.


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.


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.


Additionally, you can use the Custom Login URL setting to change the URL from the standard “domain.com/wp-login.php” to something more custom, such as “domain.com/secure-login”. NOTE: If you use this setting to create a custom URL, the default “domain.com/wp-login.php” URL will no longer be accessible to non-logged users, and will display a 404 page.


You can also choose to hide the URL “domain.com/wp-admin” from non-logged users using the “Hide WP Admin”. This is a good idea from a security standpoint, as “domain.com/wp-admin” is a common point of attack for spambots and brute force hackers. NOTE: If you use this setting, “domain.com/wp-admin” will no longer be accessible to non-logged users, and will display a 404 page.


LOGIN/LOGOUT REDIRECTS

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. You can choose to setup login/logout redirects for all users, for all users of a certain role, or for specific users, depending on your particular need. NOTE: If you setup custom login/logout redirects, be sure that both LOGIN and LOGOUT are correctly filled in. If one is left blank, an error will occur upon login or logout.


SKINS

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

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.


SMTP

Use this option to setup SMTP for all outgoing emails from your installation. This is useful if you are finding the WP-Client email notifications sent from your domain are being filtered out as spam by your Clients/Members. Use the “Test email” box to enter a working email address, and click “Test” to send a test email to that address using your entered SMTP settings.


ABOUT

This 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.