Managing Circles

Circles allow you to group Clients together into different categories. This gives you more flexibility when managing a large Client base. Possibly you have Clients who work for different companies that you service, or maybe you have employees in multiple offices that you would like to segment.

Additionally, using Circles goes beyond simply grouping your Clients together. By using Circles, you can assign different Portal Pages, files, and more to multiple Clients with just a few clicks.

How to add a Circle?

To add a new Circle, navigate to WP-Client-->Members-->Circles, then click on 'Add New' button.

This will toggle a form into view for creating the Circle. Enter a name to assign to the Circle in the Circle Name field.


How to edit a Circle?

Hover over a row and an actions menu will appear below the Circle name. This allows you to either edit or delete a Circle. In edit mode, you can change the name of the Circle. Press Save after to save the changes made or press Close to cancel.

How to assign Clients?

Clicking on Assign Clients from the Action Menu lets you assign one, several, or all existing clients to a Circle.


Settings in Creating Client Circles


Auto-Select this Client Circle on the Assign Popups
Checking this box will make it so when you manually add a new Client (from the admin back-end), or create a new Portal Page, that Client or Page is automatically assigned to this Circle.
Auto Add new Clients to Circle
This setting will automatically add all new Clients (who self-register using the Client Registration Form) to this Circle.
Additionally, you can assign files to a Circle using the File Sharing feature. This can be done either before or after a file is uploaded.

The same can be done with File Categories.

You can also choose to assign particular Portal Pages to a Circle before or after they are created.

START Page Templates can also be assigned to Circles.

Once you have a Circle fully setup, with files, file categories, a START Page Template, and Portal Pages assigned, you can simply assign a new Client/Member to a Circle, and all of the appropriate info, pages, and START Page Template will be assigned to them automatically.

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