Settings

General

Show START Page Title on START Page

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

Graphic (Graphic for shortcode [wpc_client_graphic])

Defines the graphics that are 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 prefer to display to logged-in users

Navigation (not logged-in)

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

Show START Page page link in the menu

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

START Page page link text

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


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 that are assigned to them, or view and modify their Client Profile. 

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

The roles within WP-Client are categorized by the amount of access and capabilities that are assigned to each role, from most access to least access. The hierarchy goes like this:

WPC Admin > WPC_Admin > WPC_Manager > WPC_Client > WPC_Clients_Staff


Client/Staff

Auto Create Portal Pages

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

Dashboard/Backend

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

Admin Bar

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

Lost Password

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

Client Registration

Choose whether to allow Clients to register themselves using the 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 the form

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

Send approval email

Dynamic 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.


Email Sending

WP-Client gives you control over how you send emails through different email sending methods. Access these settings from the “Email Sending” tab under the Settings menu.

https://help.wp-client.com/article/240-email-sending


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 the Client START Page 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 (watch the 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 the Client area

Choose whether to use the Regular, HTML5, or uberLOADER file uploader in the Client area (such as START 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 (watch the 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 having trouble.

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

Choose to send any Client-uploaded files to Admin/Manager as an email attachment. 

NOTE: Some files may be too large and be blocked by email providers.


MailChimp

API Key
Double opt-in

Users who are added to MailChimp lists from Circles will receive email asking them to confirm subscription before receiving other list emails.

When Clients are unassigned from Circles, also unsubscribe them from associated lists

When list is de-selected from Circle assignment, also unsubscribe associated Clients from that list.


Paid Registration

Use Paid Registration

Toggle the Paid Registration on to set your registration costs and preferred payment gateway.


Payment Gateway

This setting allows you to define your preferred payment gateway. There are several payment gateways that are added to the selection for flexible management of payments.


Private Messages

This setting allows you to manage the incoming and outgoing messages between you and the clients. 


Private Post Types

This option allows you to keep the access exclusive to assigned WPC members. You can set an error page through the  Action for Clients without access.

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 set up with a definition to redirect them to their Hub Page upon successful login. You can change that redirect here. You can choose to set up 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 set up custom login/logout redirects, be sure that both LOG-IN and LOG-OUT are correctly filled in. If one is left blank, an error will occur upon login or logout.


SMS Notification

The SMS Notifications extension gives you the ability to send messages and various WP-Client notifications to your clients via SMS message. The extension uses the email-to-SMS protocol, which is supported by most major mobile carriers.


Time Limited Clients

This allows you to change the expiration message and default expiration to time-limited clients.


Convert Users

Convert Rules

This allows you to convert the roles of your clients. You need to create a conversion rule wherein you will choose the current role, and another role that you need to change it into. You can input your preferred meta field for business name. You can enable the creation of a new portal page automatically, as well as save current user role. This means that another role will be added to the client, other than the first one. You can assign this rule to client circles and/or client managers.

Default Settings

This allows you to configure your user conversion more specifically to each WPC role. 


Customization

Custom Login

WP-Client furthers its highly customizable platform by allowing you to modify the Login Screen that your clients will see when they login to their START Page 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 in 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.

Custom Titles

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

Custom Style

The Custom CSS Style Settings gives you more control and formatting options. To learn more about how to use the CSS Customizer, click here.


Security

Captcha

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


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 the 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.


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 set up 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 the the WP-Client email notifications sent from your domain that you need to find 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.

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