This feature gives you the power and flexibility to ‘Pre-Create’ your user’s experience.

Create a variety of custom Custom Dashboards and assign them to specific Client(s) or Circle(s) depending on your needs.

There are many creative & powerful ways to use this capability. This exciting addition essentially gives you the ultimate flexibility to create separate Start Pages and Portal Pages based on who is logged in, and what Circle they are associated with.

Prepare Portal Pages that are flexible depending on who is viewing.

Clients can change/reset their password on the front end – or use the “Magic Login” to avoid completely the need for passwords.

Clients can view/edit their profile information on the front end (optional) – All of this happens securely and uniquely for each Client.

Send/Receive Private Messages to/from – Email notifications are triggered when PMs are sent.

Admin & Staff can upload files for the Client > Client can easily navigate unlimited folder/sub-folder structure to access files in a very organized way.

Client can easily download files that have been uploaded and assigned to them by the Admin, or their Coordinator.

These Portal Pages are where most of the web-like content of the Portal should be housed.

Navigate to all the private pages that exist in their portal.

Upon login, the client is taken to their own personalized Start Page, where you are able to configure options like:.

Place the link anywhere on your site, and the client will be logged directly into the portal. Or, you can use the plugin to setup a seamless login directly from your WordPress website.

The client logs in via a Custom URL login page that you can customize with your logo & colors.

When you add a client, you create a private client login and that client’s username/password, along with the login link are emailed directly to the client.

Dropbox client portal