WP-Client Wordpress Client Web Portal Documentation Version 2.7.9
WP-Client Documentation | v2.7.9 WP-Client Wordpress Client Web Portal Documentation Version 2.7.9 Last Revised: 10/2012 1 WP-Client Documentation | v2.7.9 Table of Contents Clients Menu Client List Import Clients Private Messaging Allowing Clients to Register Themselves Approving Clients Clients Staff Approve Clients Staff Manager Menu What is an Admin Manager? Managers Add Manager Hub Pages Menu What is a Hub Page? Editing a Hub Page Using Shortcodes Client Pages Menu What is a Client Page? Editing Client Pages Setting Permissions for Client Pages Sending Email Updates to Client Pages Add Client Page Menu How to Create a New Client Page 2 WP-Client Documentation | v2.7.9 Selecting Client/Group Permissions Selecting Page Template Templates Menu How Templates Work Do template changes affect Hub/Client Pages that are already created? Using Placeholders in Email Templates Files Menu Adding Files Adding Categories Editing Categories Assigning Categories Re-arranging Categories Groups Menu Add Groups Edit Group Assigning Clients Settings Menu Feedback Wizard 3 WP-Client Documentation | v2.7.9 Clients Menu The Clients menu allows you to manage your clients at a high level. You can Add, Import, Edit and Delete your clients from this menu section. You can also create and assign Staff accounts if you’re dealing with a large client and have multiple persons within the client organization that you will be working with. Client List Menu: Clients > Clients tab The first tab in the Clients menu displays all of your existing clients (See Figure 1). From this tab you will be able to manage client files, private messages, edit client details, or delete a client. Each client is listed in their own row with a selection of menu options under the Action section (See Figure 2) at the end of each row. Figure 1: The Client List Figure 2: The Action Menu Import Clients Menu: Clients > Clients tab If you already have a list of clients, WP-Client makes it fast and easy to import them. You can do this from the Clients tab under the Clients menu. 4 WP-Client Documentation | v2.7.9 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: Username Password Contact Name Business Name Email Phone SendEmail? alpha pass123 Andy Alpha, Inc. [email protected] 800-867-5309 1 bravo pass123 Billy Bravo, Inc. [email protected] 800-867-5309 0 charlie pass123 Chuck Charlie, Inc. [email protected] 800-867-5309 1 delta pass123 Dean Delta, Inc. [email protected] 800-867-5309 0 Important Notes: Just before importing, delete the top row with the row titles. For the ‘SendEmail?’ column: 1 = Send New Client email, 0 = Don’t send New Client email. If you need a template to help you with your client import, you can download one here: http://wp-client.com/ 98hj49238hrjo/wpclient-import-demo.csv From the Clients tab under the Clients menu, select the ‘Choose File’ button (See Figure 3) 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 Client pages have also been created for each as well and can be found under the Hub Pages and Client Pages menu items. Figure 3: The Import Form Add Clients Menu: Clients > Add Clients tab Figure 4: The Add Client Form Adding clients is very simple but there are a few key things to keep in mind: All fields 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. ● 5 WP-Client Documentation | v2.7.9 The Business Name field will be used to generate the title of the client Hub Page. ● If you check the “Send this password to the new user by email” option it will use the email template as defined in the 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 (See Figure 4), click the ‘Add Client’ button at the bottom. The new client will be created along with their Hub and Client pages. You will also be able to see the new client under the Clients tab of the Clients menu. ● Private Messaging Menu: Messages Think of the Private Messaging feature as a secure email system built right into WP-Client. This feature allows you to read and reply to messages sent from your clients from their secure Hub and Client pages. Figure 5: The Messages Menu Screen Messages are sorted by date/time stamp and can be kept for later reference or manually deleted if no longer needed. Permitting Clients to Register Themselves Menu: Settings > General tab If you’d like to be able to allow you’re the ability clients to create their own login, you can enable Open Client Registration in the 6 Figure 6: Enabling Open Client Registration WP-Client Documentation | v2.7.9 WP-Client settings. (See Figure 6) Go to the General tab of the Settings menu and switch the ‘Open Client Registration’ option from Off to On. All client created logins will require Administrator approval before the account becomes active. Things to remember: ● ● ● ● First, be sure that you have Client Registration set to Yes - http:/ /screencast.com/t/QofemmgE Second, be sure that you're logged out of the site Third, use this link: http://yourdomain.com/client-registration (Replace yourdomain.com with your URL) You can also use this link in any navigation item to allow clients to register themselves Approving Clients Menu: Clients > Approve Clients tab If you have enabled Open Client Registration, you must first approve a client created account before it becomes active. To do this, navigate to the Approve Clients tab of the Clients menu. A number value in the tab will tell you how many requests are pending in addition to receiving a notification email of any pending requests that are submitted. Clients Staff Menu: Clients > Clients Staff tab If you’re working with a large client and have multiple employees or persons within the client organization that you will be working with, you can create Staff accounts that can then be assigned to your existing clients. You can manage Staff entries in the same way you manage Client entries, but they exist solely under the client level. With Staff employees, you now have the ability to send messages to the entire group or to a specific employee only. To add a new Clients Staff, navigate to the Clients Staff Add tab of the Clients menu. You must assign the new employee to an existing client under the ‘Assign to Client’ section of the Clients Staff Add tab. 7 WP-Client Documentation | v2.7.9 Approve Clients Staff Menu: Clients > Clients Staff Approve tab If you have enabled Open Client Registration, you must first approve a Clients Staff created login before it becomes active. (See Figure 7) To do this, navigate to the Approve Clients Staff tab of the Clients menu. A number value in the tab will tell you how many requests are pending in addition to receiving a notification email of any pending requests that are submitted. Figure 7: Client Staff Approval Screen Custom Fields Menu: Clients > Custom Fields If you’d like to collect more information than what is natively done by WP-Client, then you can use the Custom Fields menu to do that by using the Custom Fields component in this tab. Manager Menu The Managers menu allows you to create and manage Admin Managers for your WP-Client installation. What is an Admin Manager? Admin Managers allow multiple administrators to manage your clients. This is useful if you are working in a team environment, such a design firm, and have multiple people interacting with the client or specific people working on different client projects. You can create managers and assign existing clients to them to provide a more personal experience and greater organization. When a client uploads a file or a private message is sent, the alert email is sent to that client’s Admin Manager. If no Admin Manager is set, then those emails will be sent to the default Wordpress administrator. Managers Menu: Managers > Managers tab The first tab in the Managers menu displays all of your existing managers. From this tab you will be able to edit or delete your managers. Each manager is listed in their own row with a selection of menu options under the Action section at the end of each row. 8 WP-Client Documentation | v2.7.9 Add Manager Menu: Managers > Managers tab Figure 8: The Add Manager Form Adding managers is very simple but there are a few key things to keep in mind: All fields are required. ● Managers are created in the User table of the WordPress database, which means that Manager usernames and email addresses must be unique. No duplicates. ● If you check the “Send this password to the new user by email” option it will use the email template as defined in the Templates>Email Templates section. It’s a good idea to customize and test these templates before sending emails.You can assign clients by checking the box next to the client name or by checking ‘Select all’. Client names in red indicate a client that is already assigned to the manager. Once you’ve filled out all of the required fields, click the ‘Add new Manager’ button at the bottom. (See Figure 8) ● Hub Pages Menu What is a Hub Page? A Hub Page is used to display links to all the content that a client has permissions to view, whether it be several Client Pages or a set of files. Editing a Hub Page Menu: Hub Pages > Client Title > Edit Hub Pages are automatically created when you create a new Client. To manage Hub Pages, hover your cursor over the Client Title. You will see a menu appear that allows you to Edit, Quick Edit, Trash, or View the Hub Page for that client. To edit existing Hub Pages, click on Edit and you be directed to the Edit Hub Page Item page that looks very similar to the post editor built into WordPress. From the editor, you can fully customize how your Hub Pages appears to your clients. WP-Client comes with an extensive set of shortcodes to help you do this. Using Shortcodes Shortcodes can be used to quickly add snippets of code without having any coding experience. These shortcodes can be mixed and matched according to your needs, and this is one of the main features of WP-Client that makes it so flexible. 9 WP-Client Documentation | v2.7.9 Some shortcodes have attributes that permit you to further customize their output, and you’ll find some examples of those listed below the Shortcode Key Below is a table of available shortcodes used in the WP-Client plugin. Shortcode Key Shortcode Description [wpc_client_theme][/wpc_client_theme]/your_pages.png Produces the graphics skin that you have selected in the Settings Menu | "Pages you have access to" [wpc_client_pagel][/wpc_client_pagel] Outputs the pages that the logged in user has permissions to view [wpc_client_theme][/wpc_client_theme]/upload_files.png Produces the graphics skin that you have selected in the Settings Menu | "Upload files here" [wpc_client_uploadf][/wpc_client_uploadf] Outputs a file upload form that the user can use to upload files [wpc_client_theme][/wpc_client_theme]/uploaded_files.png Produces the graphics skin that you have selected in the Settings Menu | "Files you have uploaded" [wpc_client_fileslu][/wpc_client_fileslu] Outputs a hyperlinked list of the files that the user has uploaded [wpc_client_theme][/wpc_client_theme]/your_files.png Produces the graphics skin that you have selected in the Settings Menu | "Files you have access to" [wpc_client_filesla][/wpc_client_filesla] Outputs a hyperlinked list of files that the user has access to See Attribute Notes below for even more options. [wpc_client][/wpc_client] For 'Client Pages', anything between these two shortcodes is only viewable by a logged in user with the proper permissions. 'Client Pages' can be permissioned to multiple users. [wpc_client_private for="username"][/wpc_client_private] Can be used anywhere in the site. Allows you to publish private information that is client specific anywhere on the site. Just place the private content between these two shortcodes, and replace username with the username of the appropriate client [wpc_client_com][/wpc_client_com] Can be used on Hub Pages and/or Client Pages. Displays Private Messaging interface and any messages to client. [wpc_client_graphic][/wpc_client_graphic] Displays a logo or graphic (ex. your business logo) wherever this shortcode is placed [wpc_client_loginf] Insert login form into page or post [wpc_client_logoutb] Logout Link Shortcode Attribute Examples Files: Example: [wpc_client_filesla category='cat1' show_size='no' show_sort='no'][/wpc_client_filesla] ● Category: Set the value between the ‘ marks to the slug of the file category you want to show 10 WP-Client Documentation | v2.7.9 ● ● Show Size: Set to ‘yes’ or ‘no’ Show Sort: Set to ‘yes’ or ‘no’ Private info for just one Client [wpc_client_private for="username"][/wpc_client_private] ● Set ‘username’ to the username for the client, and place the private information in between the shortcodes 11 WP-Client Documentation | v2.7.9 Client Pages Menu What is a Client Page? A Client Page is a page that can be given permissions to one, several, or all of your clients. One client can have permissions to many Client Pages and many clients can have permissions to a single Client Page. This versatility means that no matter how you intend to use WP-Client, you will be able to customize it to fit your needs. Editing Client Pages Menu: Client Pages > Client Title > Edit A Client Page is automatically created when you create a new Client, but you can add as many as you need to for each client or for a group of clients. To manage Client Pages, hover your cursor over the Client PageTitle. (See Figure 9) You will see a menu appear that allows you to Edit, Quick Edit, Trash, or View thatClient Page. To edit existing Client Pages, click on Edit and you be directed to the Edit Client Page Item page that looks very similar to the post editor built in to WordPress. Figure 9: Menu for the Client Page From the editor, you can fully customize how Hub Pages appears to your clients. WP-Client comes with an extensive set of shortcodes to help you do this. (See Pages 10-11 for a List of Available Shortcodes) Setting Permissions for Client Pages Menu: Hub Pages > Client Title > Edit As mentioned before, Client Pages can be used across multiple clients or groups. If you need to set or edit the permissions on a Client Page, click on Edit from the menu beneath the Client Title. At the bottom of the Client Page editor you will find a set of controls that that will allow you to allow existing clients to view a particular Client Page. (See Figure 10) If you do not see the Client listed, you will first need to create the client in the Add Client section. 12 Figure 10: Setting the Permissions for Client Pages WP-Client Documentation | v2.7.9 Sending Email Updates to Client Pages Menu: Hub Pages > Client Title > Edit To send an email update to the clients who have permission to view a page that has been changed, check the box under the ‘Send Update to Client(s)’ control. (See Figure 10) 13 WP-Client Documentation | v2.7.9 Add Client Page Menu How to Create a New Client Page Menu: Add Client Page To create a new Client Page, go to the Add Client Page menu and enter a title for your page in the Client Page Title field. (See Figure 11) Figure 11: The Add Client Page form Selecting Client/Group Permissions From the available list of Clients and Groups, you can select which ones you want to have access to a new page by checking the box beside them. (See Figure 11, above) If you don’t see a Client or Group listed, you’ll need to first create one. Any permission settings made here can later be changed using the editing interface for the appropriate Client Page. Selecting Page Template Beneath the Client Page Title field is a drop-down field for selecting a Page Template. (See Figure 11, above) You create highly customized Client Pages using templates, which will be discussed in the next chapter. It’s important to note that once a template is assigned to a Client Page, making changes to the master template will not affect the Client Page’s template. 14 WP-Client Documentation | v2.7.9 Templates Menu How Templates Work Templates allow you to modify the look of your pages using predefined layouts. These layouts can be customized using HTML and shortcodes and give you the option to make your WP-Client pages match the design of your website. (See Pages 10-11 for a List of Available Shortcodes) Do template changes affect Hub/Client Pages that are already created? No. Once a Hub or Client page has been assigned a template, that template can only be modified with the Hub or Client Page editor. Using Placeholders in Email Templates Menu: Templates > Email Templates tab A list of Placeholders has been defined by WP-Client to make setting up Email Templates consistent and easy. Placeholders function similarly to shortcodes and can be used to create very customized email messages to one or more recipients. Placeholder Description [contact_name ] Refers to the client name as defined in the Client List. {user_name} The username the client used to login to WP-Client. {user_password} The assigned password their account. {page_id} The URL (web address) to a Hub or Client page. {admin_url} The URL (web address) to the Client Portal An example email template using Placeholders will look like this: <p>Hello {contact_name},<br /> <br /> Your Username is : <strong>{user_name}</strong> and Password is : <strong>{user_password}</strong></p> <p>Your private and secure Client Portal has been created. You can login by clicking <strong><a href="{admin_url}">HERE</a></strong></p> <p>Thanks, and please contact us if you experience any difficulties,</p> <p>YOUR COMPANY NAME HERE/p> 15 WP-Client Documentation | v2.7.9 Files Menu Adding Files Menu: Files > Files tab WP-Client makes it easy to add files no matter where they are located. You can upload them from your computer or add them from an external location, such as a web server. (See Figure 12) Figure 12: Adding New Files Adding Categories Menu: Files > File Categories tab You can add a new category at the time you add or upload a file, (See Figure 12, above) but you can also create categories from the Files > Files Categories tab. (See Figure 13) Figure 13: Creating and Managing File Categories 16 WP-Client Documentation | v2.7.9 Editing Categories Menu: Files > File Categories tab Next to each category is an Actions Menu (See Figure 13). This allows you to either edit or delete a category. In edit mode, you can change the name of a category. Press Save after making changes to commit them or press Close to cancel any changes. Assigning Categories Menu: Files > File Categories tab If you ever need to reassign all of the items from one category to another category, use the ‘Reassign Files Category’ form at the bottom of the Files > Files Categories tab window. (See Figure 13) In the first field, select the category you want to reassign the files from and in the second field select the category you want to reassign the files to. Use caution when performing this task. Re-arranging Categories Menu: Files > File Categories tab To change the order in which categories appear, hover the cursor over the order number of the item you want to reposition. You will see an image appear indicating you can Drag & Drop this item into a new position. To do so, simply left-click your mouse button and hold, dragging the item up or down to reposition it, then release the mouse button to change the position. 17 WP-Client Documentation | v2.7.9 Groups Menu Groups allow you to bring together several Clients into one Group for greater manageability. Add Groups Menu: Groups To add a new group, click on ‘Create New Group’ from the Groups menu. This will toggle a form into view for creating the group. (See Figure 14) Enter a name to assign to the group in the Group Name field. Choosing to “Auto-Select this group…” will make it so any new clients created will, by default, be selected to be assigned to this group. You can also assign all existing clients by checking the respective box. If you’re not ready to assign clients yet or want a more specific selection, click the Add Group button. Figure 14: Creating a New Group Edit Group Next to each group item in the Group List is an Actions Menu (See Figure 15). This allows you to either edit or delete a group. In edit mode, you can change the name of the group. Press Save after making changes to commit them or press Close to cancel any changes. Assigning Clients Click on ‘Assign Clients’ from the Action Menu (See Figure 15) lets you assign one, several, or all existing clients to a group. Figure 15: The Group List 18 WP-Client Documentation | v2.7.9 Settings Menu General Settings Menu: Settings > General tab In the General tab window, you will find various settings that control the functionality of WP-Client. Below is a table that describes each setting and options available. Notification Settings Setting Description Receive email notification of private messages from clients Enables or disables the feature that sends an email to you when a client sends you a private message. Receive email notification of private messages from admin Enables or disables the feature that sends an email message to you when the admin sends a message to a client. Create Client/Staff Settings Setting Description Automatically create client page By default, WP-Client creates a Client Page when you create a client. You can disable that here. Hide dashboard/backend Hides the dashboard/backend from clients and client staff Open Client Registration Allows Clients to register themselves. Will not become active until receiving admin approval. Auto-Approve Clients If checked, Clients who register through the form will be automatically approved. Open Staff Registration Allows Clients to register their own Staff Clients. Accounts are not active until receiving admin approval. Show File Categories Adds or removes the File Categories feature. File Display Settings Setting Description Show sort Adds or removes the option to sort from the various menu lists. Show File Categories Adds or removes the File Categories feature. Enable category choice for client file upload Show or hide the ability for clients to assign a category to their file uploads. 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. 19 WP-Client Documentation | v2.7.9 Custom Navigation Settings Setting Description Show custom menu on login Enables the setting that shows a different custom menu depending on the logged state of the current user Custom menu for logged-in users Select the custom menu that you would like to display to logged-in users Custom menu for non-logged users 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. Graphic (for shortcode [wpc_client_graphic]) Defines the graphics that is displayed when the [wpc_client_graphic] shortcode is used. Custom Login Menu: Settings > Custom Login tab WP-Client furthers it’s highly customizable platform by Figure 16: The Custom Login screen allowing you to modify the Login Screen your clients will see when they login to their Hub and Client 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 20 WP-Client Documentation | v2.7.9 Background Image URL field of the Custom Login tab window (See Figure 16). 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. Login/Logout Redirection Menu: Settings > Login/Logout Redirects tab This setting allows you to define Figure 17: Defining the Login/Logout Redirection 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 (See Figure 17). Skins Menu: Settings > Skins tab 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 Menu: Settings > Login Alerts tab If you’re in need of login auditing Figure 18: Setting up Login Alerts 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. 21 WP-Client Documentation | v2.7.9 Addons Menu: Settings > Addons tab The Addons tab lets you activate/deactivate components of WP-Client according to your needs. About Menu: Settings > About tab The About tab 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. 22 WP-Client Documentation | v2.7.9 Feedback Wizard Menu General Concept The Project Feedback Wizard (PFW) is essentially a unique, professional, secure & efficient method whereby the administrator of the site can bundle together a specific set of images, documents, files or links - and effectively present to a client a simple and easy to follow process that allows them to provide formalized and focused feedback. Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each Wizard would represent the entire envelope, and all its’ contents. Each page in the Wizard represents a drawing, image, concept, document or PDF that you’re seeking the client’s opinion on. At the bottom of each page would be a set of options for your client to mark that would let him/her indicate their thoughts on that particular page’s content. There would also be an area for the client to provide more detailed written comments in order to expound on their feedback selection. All the pages together represent the Wizard as a whole. To create a Project Feedback Wizard (PFW), you will first start by defining which items it will contain, and what type of feedback you would like to see from your client. You can even define the number and content of the feedback choices. When you have made these choices and configured them, you would then proceed to upload each item that will be contained in the wizard for feedback. If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE, DISAPPROVE and LET’S DISCUSS FURTHER ( these choices can be customized by using the Feedback Type interface ). The next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on. Each item would require the client to make a feedback choice, and offer them the option of leaving comments about each individual item. After they work their way through the slides, they are then able to leave summary feedback about the project as a whole, and then finalize and submit. Upon final submission, the results are stored in the database, and are emailed to both the admin/manager and the client. The results can be viewed at any time in the admin console of WP-Client. Activating the Project Feedback Wizard ( PFW ) Menu: Settings > Addons If you don’t see the menu choice for Feedback Wizard in your dashboard’s WP-Client menu, then you will need to follow these instructions to activate it. 1. Navigate to the Settings menu and find the tab that says Addons 2. Under Feedback Wizard, find and click Activate Creating your first Wizard 23 WP-Client Documentation | v2.7.9 Feedback Type Menu: Feedback Wizard > Feedback Type The first step in customizing and creating your first PFW is to select what type of feedback you’d like to get from your clients, and this is controlled from the Feedback Type tab within the PFW main menu. Click the Feedback Type tab, and then select Add New Feedback Type to begin creating your first Feedback Type template. 1. FEEDBACK TYPE NAME | Enter the Name by which you will remember this particular template 2. FEEDBACK TYPE TITLE | Enter the text which will show to the client and instruct him/her to make a selection from the feedback options 3. FEEDBACK TYPE | You can select what type of input method you’d like to present to your clients ● Buttons ● Radio Buttons ● Checkboxes ● Select Box 4. FEEDBACK TYPE OPTIONS | You can further customize the presentation by choosing what the client sees Order by: ● Order entered ● Name - Ascending ● Name - Descending Align: ● Horizontally ● Vertically 5. FEEDBACK TYPE NUMBER & CONTENT - You can customize both the number and content of the feedback selections You could have 3 selections: ● Approve ● Disapprove ● Maybe Or, you could customize to be : ● ● ● Love it Hate it Meh ● ● ● Order 100 Order 10 Order 1 Or... 24 WP-Client Documentation | v2.7.9 ● Don’t order any Add Item(s) to Wizard Menu: Feedback Wizard > Add Item A PFW is a collection items, so the next step in creating a PFW is to add your items. Click the Add Item tab, and then select from the choices: ● ● ● Image | Can be any JPG, PNG OR GIF PDF | PDF format only Attachment | Can be any attachment ( Client will have to download and open/view from the link provided, and then give feedback You can the Name the item, and provide a description for your client to read. Create Wizard Menu: Feedback Wizard > Create Wizard After the Items have been added, you can the create your first PFW by clicking the Create Wizard tab. On the right hand column, you can give the Wizard a unique name, specify the Feedback Type, and then set the version number. Then, simply find the items you want to add in the Available Items window and drag/drop them into the right hand sidebar. You can drag/drop the items into the order that you’d like them to appear. When the items have been dragged and sorted, and the name/version/feedback type are correct, simply click Create Wizard Assigning the Wizard to your client(s) Menu: Feedback Wizard > Feedback Wizards > Assign After the PFW is created, you will be taken to the list of Wizards, and for each PFW, you are given the option to assign to Client(s) and/or Group(s) Emailing the Wizard to your Client(s) Menu: Feedback Wizard > Feedback Wizards > Email to Client(s) 25 WP-Client Documentation | v2.7.9 Frequently Addressed Questions I have weird things showing up on my HUB Pages & Client Pages? >> By default, WP-Client uses the single.php page template from your activated theme. Often, this page template can contain extra components that are undesirable. You should follow the instructions above for using Custom Page Templates with WP-Client. This will permit you to customize the page templates that WP-Client uses. Custom Page Templates Using FTP, go into your theme's folder, and download page.php to your computer. Then rename to single-hubpage.php and upload into same folder. Now, download another copy of page.php to your computer. Then rename that copy to single-clientspage.php and upload into same folder. In the end, you will have all three in your theme folder.... page.php, plus the two new renamed copies. WP-Client will then start using the new copies as the page templates for all WP-Client components, and those can be customized to fit your needs. * You can use any page template in your theme to copy. It doesn't have to be page.php, but that typically is the page template with the fewest added components ( next & previous post links, social media, etc... ) I am unable to add clients? Does this thing work? >> You are most likely trying to add a client with an email address that is already in use by another user in your Wordpress installation. How do I allow Clients to register themselves? First, be sure that you have Client Registration set to Yes - http://screencast.com/t/QofemmgE Second, be sure that you're logged out of the site Third, use this link: http://yourdomain.com/client-registration (Replace yourdomain.com with your URL) You can also use this link in any navigation item to allow clients to register themselves I get an error when trying to activate | "Plugin could not be activated because it triggered a fatal error. Sorry cURL is not installed!" >> If you're on local, then you'll want to remove the ; before php_curl, and then restart apache. If you're on live hosting, then you'll want to ask your hosting to install cURL... this is typically installed on 98% of hosting servers. Why isn't private messaging working in my HUB Pages and/or Client Pages? Be sure you have the private messaging shortcode in your template. 26 WP-Client Documentation | v2.7.9 >> Also, any HUBs/Client Pages that have already been created, you'll need to manually add the shortcode to them. See the Help file in the plugin navigation for a shortcode key. And, attached are the latest templates that ship with WP-Client ( if you installed earlier versions, the newer releases do NOT overwrite your templates so that any customizations are preserved. This is why you are not seeing the private messaging, because the shortcode is not in your template ) 27
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