Installation/Activation


After purchase, you should have received an email from WP-Client that included login information for your Control Panel account. If you do not have the email, or you have forgotten your password, just use the “Lost your password?” link on the Control Panel login page. This will trigger a password reset email to be sent to the email address that we have on file (this email address is usually the one that the plugin was originally purchased under.) Just follow the instructions in the email to reset your password, and gain access to your Control Panel.


You can find more details regarding activation here: https://support.webportalhq.com/support/solutions/articles/1000000971-how-do-i-get-wp-client-activated-on-my


Theme Link Pages


As a final step, you will want to install the WP-Client Pages when you are prompted after activation. These pages are called Theme Link Pages, and the way WP-Client components appear in the browser is based on them.


See example screenshot HERE

 

Each of these pages is created to give you the ability to use any additional options or selectors provided by your theme to modify the way WP-Client components are displayed.


For example, if you want your Login Page to appear with no sidebar ( full width ) and your theme provides a meta box with a dropdown menu allowing you to choose from the available page templates, then you would navigate to the WordPress page that WP-Client created as a Theme Link Page for your Login Page.

See example screenshot HERE

 

Your setup will look different, depending on the theme you have active, but for this theme, If you select “Full Width”, the Page will do away with any side-menus or toolbars that the theme inputs by default.


Creating Clients


To manually add a new Client, you will want to navigate to WP-Client-->Members-->Clients-->Add Client

See example screenshot HERE


Adding clients is very simple, but if you are adding them manually there are a few key things to keep in mind:


-- All default fields (except Phone) 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. This includes any email addresses that may be in use under other non-WPC users in your WordPress install.


-- If you check the 'Send this password to the new user by email' option it will use the email template as defined in the WP-Client → 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, click the 'Add Client' button at the bottom. The new client will be created, and they will be assigned to their corresponding default HUB. You will also be able to see the new client under the Clients tab of the Members menu.


Client Self-Registration


If you would like your clients to be able to register themselves, this can be easily allowed in the settings. Simply navigate to WP-Client → Settings → Clients/Staff tab, and checking the box for "Allow self-registration of Clients".

See example screenshot HERE


By default, after a client registers using the form, they will need to be approved by an Admin before their login credentials become activated. Admins can approve pending client registrations by navigating to WP-Client → Members  Clients → Approve Clients


Additionally, Admins can be notified of new registrations by checking the box for “Notify admins about new registrations” located at WP-Client → Settings → Clients/Staff

See example screenshot HERE


You can also make it so clients who register using the form are automatically approved, eliminating the need for an Admin to approve them manually, by checking the “Automatically approve Client self-registration” setting.

See example screenshot HERE


Convert Existing Users


ATTN:: DO NOT CONVERT YOUR ADMIN USER - THERE IS NO NEED TO DO THIS - AS ADMIN, YOU ARE AUTOMATICALLY SET AS THE ADMIN/MANAGER OVER ALL THE PLUGIN FUNCTIONS. This feature is only meant to convert users with lower permission roles (Subscriber, Editor, etc.) into either Managers, WPC-Admins, Client's Staff, or Clients.

When you install WP-Client, you may have existing users already created on your website that you want to now have the capabilities of a Manager, WPC-Admin, Client or Client's Staff.

This functionality makes that conversion possible, while still retaining the characteristics of the users current role as well.


Specific Settings


Table containing all users that are currently not assigned a role by WP-Client.

Steps to use:

    • STEP ONE: Select checkbox next to all users that you would like to convert

    • STEP TWO: Use select box to assign a WP-Client role - http://screencast.com/t/IjOZkc7ve7

    • STEP THREE: Configure options before initiating the conversion process - http://screencast.com/t/kozvXSB4Z4bP

    • Set which meta_value you would like to use for the Business Name of the user.

    • Assign client to Client Circles (if applicable)

    • Assign client to Manager (if applicable)

    • Choose

ATTN:: DO NOT CONVERT YOUR ADMIN USER - THERE IS NO NEED TO DO THIS - AS ADMIN, YOU ARE AUTOMATICALLY SET AS THE ADMIN/MANAGER OVER ALL THE PLUGIN FUNCTIONS.


Importing Clients


If you already have a list of clients, WP-Client makes it fast and easy to import them. You can do this from WP-Client → Clients, using the “Import Clients” feature.

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: http://screencast.com/t/0nEvRsF3


The “send_password” column designates if you would like to send the newly added client an email containing their login and password. Use “1” (no quotes) in the column to send the email, and “0” (no quotes) to not send.


Instructions for creating CSV:


Microsoft Office: Click http://goo.gl/whjUb

Apple iWork Numbers: Click http://goo.gl/Fmx8k

Open Office: Click http://goo.gl/dS9TSg


From the Clients Tab under the Clients menu, select the 'Choose File' button 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 Portal Pages have also been created for each as well and can be found under the HUB Pages and Portal Pages menu items.


Advanced Importing Actions


You may wish to take advantage of some of the advanced importing actions provided by WP-Client


Adding Clients to Circles during import


You can accomplish this in two ways

1. Include a column in your CSV file with the first row showing this value: client_circles --- To add the client to multiple Circles, then separate Circle Titles with pipes ( Ex. CircleA|CircleB|CircleC )

2. Use the "Assign to Circle(s)" dialogue provided next to the Import Button - See HERE

Importing using column headers

WP-Client includes a parsing script in the import process that will look at the first row of each column and try to determine which data field you are attempting to import with that column. If the value in that first row is properly configured, then WP-Client will recognize it and add it properly to the database for that client.

See above example for standard values for the first row

Importing using Custom Fields

To import data associated with Custom Fields that you have already created, you should make the appropriate column's first row reflect the Field Slug that you assigned to that Custom Field. ( Example: wpc_cf_whateveryoutyped ) See http://screencast.com/t/EdINwHRhb1e


Designing the HUB Page


What your client sees when they first login will be based on what HUB you create and assign to them. You can design the HUB in the same way you would design a standard WordPress page, and you would simply insert the correct shortcodes for any WP-Client functionality you want to use. By default, one HUB exists in your installation at WP-Client-->Content-->HUBs, and you can edit this existing HUB, or create your own new one(s). From this same menu, you can also set your desired "Default" HUB, as well as assigned Clients and Circles to specific HUBs if desired (if a Client is not specifically assigned to a HUB, they will see the HUB designated as "Default" when they login).

See example screenshot HERE

 

4) Edit HUB

If you choose to go the more traditional "one HUB" route for your clients, simply hover over the default HUB and select "Edit".

See example screenshot HERE


Some content will already exist in the standard default HUB, and you can begin designing the HUB just as you would any other standard WordPress page. All of the WP-Client shortcodes and placeholders can be found by clicking the "Add Shortcode" button just above the Visual Editor toolbar.

See example screenshot HERE


You can use these shortcodes to insert functionality such as the file uploader, a dynamic list of Portal Pages for the client, the private messaging system, etc.



Custom Fields


If you would like to collect more information than what is natively done by WP-Client, you can use Custom Fields. This feature allows you to associate new data fields with your Clients, allowing you to gather additional information. For instance, each of Clients may have a unique business ID you would like to keep track of, or perhaps you would like to collect a mailing address to use for billing purposes. Any quantifiable data that you need collect can most likely be done using Custom Fields.


Custom Fields can be found by navigating to WP-Client → Clients → Custom Fields tab. See here: http://screencast.com/t/VsA1z3hq507D


From here you can view, edit, or delete your current Custom Fields, as well as create a new one using the “Add New Custom Field” button. When adding a new Custom Field, you are presented with a variety of options.

See here: http://screencast.com/t/3EcB1ur1dZ


You will first need to designate the field slug. This is used by the plugin to “call” the information associated with the Custom Field. It is essentially the placeholder for the field. It is formatted as “wpc_whateveryoutype”. You will want to make it something that makes sense, so you can easily remember it when designing pages, and you want to use the field slug to pull that information. Additionally, it cannot be changed once you save the Custom Field, so double-check that it’s correct before saving.


Next you will want to enter the Field Title and Field Description. This is the text that will display above and below the field on the various registration pages. These are not required, but it will make the registration process easier for your Clients, as well as any of your staff that may be adding Clients manually.

See here: http://screencast.com/t/ccOoMY1flj


Next you will set the Field Type. This setting will depending on what type of information you are collecting. the Field Type can be a text box (single or multi-line), radio buttons, checkboxes, select boxes, etc. Which one you choose will completely depend on the format of data you want to collect.


Next you can decide where the Custom Field is displayed. It can be displayed on the Admin Add Client form, Client Registration form, and in the Client Profile. Just check the appropriate boxes next to where you want the field displayed.


Finally, you can set whether the field is required to be filled in, and also whether the field can be changed once the Client is saved. Check the box for “Required Field” if you want to require that the information be filled in. Check the “Readonly Field” box if you want to make the field un-editable once the Client is added.