A Client Portal is a great way to keep your clients up to date on your work, and to make it easy for them to login and manage their account. In this article, we'll show you how to create shortcodes for your Client Portal login page, so that you can create a custom user interface for your clients without any programming skills!
How to create a new Login
If you are looking for how to create a new login for your client portal, you can use the following shortcode:
The following code will display the login form on your website. If the user is already logged in, the form will not be shown.
How to Logout
To logout from your client portal, follow these simple steps:
1) Click on the "Login" button located on the top toolbar.
2) Click on the "Logout" button located at the bottom of the login form.
How to add a new User
To create a new user, follow these steps:
1) Log in to the Client Portal and click on the Users link in the left-hand navigation.
2) In the Users list, click on the green plus icon to add a new user.
3) Enter the username (e.g. JohnSmith), email address (e.g. [email protected]), and password in the appropriate fields and click on the Create User button.
4) The newly created user will be automatically added to the users list and can be accessed via the user's name (e.g. JohnSmith) or email address ([email protected]).
Adding a Member to an Organization
Adding a new client to your account
Adding a new client to your account is easy with their Client Portal Shortcodes. Login to your account and copy the following shortcode:
[client name="new client"]
Then paste it into any post or page where you would like to add a new client. Just be sure to replace "new client" with the name of the client you wish to add. You can also use this shortcode in any of their other member management tools, such as creating a team, adding members to an organization, or editing your profile.
Editing an Existing Login
If you are already logged in, you can skip this step. If you are not logged in, follow these instructions to login:
1. Click on the blog title (the big blue headline at the top of the page).
2. On the left hand side of the screen, under "Posts", click on "Login".
3. Enter your email address and password and hit "Log In".
4. You will now be taken to the main blog page. Scroll down until you see the "Client Portal" section.
5. Click on the "Client Portal" link and you will be taken to a new page where you can edit your login information.
6. Under "Login Name", enter your first name followed by last name (e.g., John Doe Smith).
7. Under "Login Email Address", enter your email address exactly as it is printed on your ID badge or business card (e.g., [email protected]).
8. Under "Login Password", enter your password exactly as it is printed on your ID badge or business card (e.g.,password).
Deleting a Login
If you no longer need a login for your blog, you can delete it by following these steps:
1. Go to the Settings tab on the right-hand side of your blog's admin panel.
2. Under "General Settings," click on the "Login" link.
3. On the "Login" page, scroll down to the "Users" section and click on the "Edit" link next to your current user name.
4. In the "User Information" box, select the checkbox next to "Deleted Login."
5. Click on the "Save Changes" button at the bottom of the page.
Conclusion
In this article, we will be discussing how to create and insert client portal shortcodes into your WordPress site. These shortcodes allow you to easily login to your client portal, manage orders, access account information, and more. By using these shortcodes, you can make it easy for your clients to access the information they need without leaving your page. Let us know in the comments below how you used these shortcodes on your own site!