Constellation Client Portal

Description

Turn your WordPress site into a professional client portal. Create private pages and posts, and attach private files (example: pdf, jpg, docx, xlsx, etc.) for secure collaboration and document management.

Upgrade to the Pro version and integrate with WooCommerce to accept payments for invoices and services.

Streamline your operation and improve client satisfaction with Constellation Client Portal.

Features

  • Create private pages for your clients, customers, and team members.
  • Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.
  • Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.
  • Prevent direct access to client files by users, search engines, and bots.
  • Assign WordPress users to Companies.
  • Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.
  • Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.

Pro

  • Automatically redirect clients to their private client page at login (optional login redirect setting).
  • Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).
  • Change the Client Page URL base name from “accp-client-page” to a name of your choosing.
  • Automatically send email notifications to clients when a new File or Invoice post is created.
  • Automatically send reminder email notifications on a schedule.
  • Easily customize the look of client-facing lists.
  • Display client-facing lists in list or grid layout.
  • Easily generate, save, and edit file and invoice shortcodes within the plugin settings.
  • Add due dates and past due notices to invoices and files.
  • Further restrict file and invoice access within a company by user and role.
  • Restrict file and invoice category access by user and role.
  • Add internal notes to File and Invoice posts.
  • Export file and invoice lists to CSV.
  • Create global client pages.
  • Create global client files that can be accessed by more than one company.

Use Cases

Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups. It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.

Example Use Case Areas

  • Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.
  • Freelancers – Interface with clients, customers, contractors, and vendors.
  • Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.
  • Teams – Interface with team members, staff, affiliates, vendors, and contractors.
  • Groups and Organizations – Interface with group members, and other affiliates.

Shortcodes (Core)

The shortcode parameters, below, are for use with the core version of the plugin. The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.

Unpaid Invoice List

[accp_clientinvoices invoice_status="unpaid"]

Paid Invoice List

[accp_clientinvoices invoice_status="paid"]

Invoice Shortcode Parameters

  • invoice_status this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.
  • display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
  • order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
  • order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
  • show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
  • excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
  • show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
  • thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
  • align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
  • show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
  • categories Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.
  • link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.
  • class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.

Document/File List

[accp_clientfiles]

File Shortcode Parameters

  • categories Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.
  • display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
  • order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
  • order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
  • show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
  • excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
  • show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
  • thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
  • align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
  • show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
  • link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.
  • class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.

Global Files (Pro)

[accp_global_files]

Company Menu (Pro)

[accp_company_menu]

Company Menu Shortcode Parameters

  • excluded_page_ids – this allows for pages that are assigned to a given company to be excluded from the company menu. Accepts a comma separated list of Client Page ID’s. Default = null.
  • list_style – this allows the UL orientation to be changed. Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.
  • align – this allows for the menu alignment to be set. Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.

Documentation

  • Quick Start Guide – Follow the quick start guide to quickly set up the initial foundation for your client portal.
  • Plugin Documentation – View the plugin documentation for other helpful information.

Support

Email technical support is provided for active Pro licenses only.

If you have installed the free version, or do not currently have an active Pro license, you can still view the support forum, and/or post to the forum by registering and logging in.

Screenshots

  • Client-Facing - Current Invoice List
  • Client-Facing - Paid Invoice List
  • Client-Facing - Grid Style Document/File List
  • Admin Settings - Pro General Settings
  • Admin Settings - Pro Invoice Settings
  • Admin Settings - Pro File Settings
  • Admin Settings - Pro Client Page Settings
  • Admin Settings - Pro Company Settings
  • Admin Settings - Pro Email Settings
  • Admin Settings - Invoice Post Edit
  • Admin Settings - File Post Edit
  • Admin Settings - Company Page Edit
  • Admin Settings - Client Page Edit
  • Admin Settings - Pro Invoice Bulk Create
  • Admin Settings - Pro List/Shortcode Settings
  • Admin Settings - Pro List/Shortcode Edit Settings
  • Admin Settings - Pro List/Shortcode Theme Settings

Installation

Automatic Install

  1. In the WordPress Admin section, navigate to Plugins.
  2. Click Add New and select your plugin zip package.
  3. Click Install.
  4. Finally, click Activate when the plugin is installed.

Manual Install

  1. Extract your plugin zip file.
  2. Using an ftp program, open your wp-content/plugins directory.
  3. Upload the uncompressed plugin folder to the wp-content/plugins directory.
  4. In the WordPress Admin section, navigate to Plugins.
  5. Locate the Constellation Client Portal plugin and click Activate.

FAQ

Can I use this plugin without installing WooCommerce?

Yes. WooCommerce is not required, but the Pro version of the plugin does integrate with WooCommerce to allow invoice payments to be processed (optional setting).

Can I provide private files and documents for my clients to access and download?

Yes. Constellation Client Portal is designed to allow you to attach files to private posts. This allows you to present private private files and/or private posts to clients.

Can I provide private posts and information to my clients?

Yes. The client files and invoices allow you to upload/attach files (optional), as well as post freeform content via a WYSIWYG post editor.

Can I only display client pages to a specific client when they are logged into my site?

Yes. By default only users that are logged in have access to client pages and files. Further, only users that have been added to a specific company, are able to view pages and files for that company.

Can I automatically redirect clients to their client page when they log into my site?

Yes. The Pro version allows you to enable automatic login redirection and choose to redirect clients to their respective client page when they log in. This option should only be enabled if you do not already have login redirection enabled through another plugin.

Can I automatically change an invoice status to paid when an order is paid in WooCommerce?

Yes. The Pro version allows you to enable functionality that automatically changes an invoice status to paid when it is paid in WooCommerce, or when the WooCommerce order status changes to “commpleted” (depending on your preference).

Can I restrict access to specific documents and pages for specific users or roles?

Yes. The Pro version allows for more granular access restriction by specific user or role, as well as by category.

Can I add file and invoice shortcodes to any WordPress page or post?

No. In order to provide better access restriction, file and invoice shortcodes can only be added to Client Pages, which are in turn assigned to specific companies/users.

Can I customize the layout and design of client pages?

Yes. Client pages can be laid out and designed like any other page in WordPress.

Will my theme’s page builder work with client pages?

This is dependent on the theme, and Constellation Client Portal has no control over this functionality. However, some themes may work out of the box with client pages. If your theme’s page builder does not work with client pages, check with the theme developer to see if they have a method for extending the page builder to custom post types (the client page post type is “accp_client_pages”).

Can I customize the look of post lists displayed on the front-end?

Yes. The Pro version allows you to customize the look of each list independently. The pro version also allows you to display post lists in list or grid layouts.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Constellation Client Portal” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.8.0 (Pro) – 2024-3-1

  • Update: Updated the CSV import functionality to add warnings to import logs if company id or file attachment data is missing or malformed.
  • Update: Added new Global Files section to the plugin settings.
  • Update: Updated the list shortcode settings to account for the new global files.
  • Feature: Added functionality that allows for global file posts to be created and displayed via a new accp_global_files shortcode.
  • Update: Updated the global page functionality to deny access if any published company that a user is assigned to contains a status other than “active.”
  • Fix: Fixed issue preventing notes from being deleted.
  • Update: Updated the WP list table delete page permanent delete admin notice text.
  • Update: Updated the functionality that generates taxonomy list column content to improve organization and maintainability.
  • Update: Updated the WP list table filter query functionality for better organization and maintainability.
  • Update: Updated the functionality that generates the post WP list table Category column content to improve organization and maintainability.
  • Update: Updated the functionality that generates the post WP list table Company column content to improve organization and maintainability.
  • Update: Updated the excluded user and excluded role WP list table column content functionality for better organization and maintainability.
  • Update: Added new global file post type and associated taxonomies.
  • Improvement: Improved the client page, client invoice, and client file meta save functionality.
  • Improvement: Improved capability checks and sanitization for the excluded user and excluded role sections for pages and posts.
  • Improvement: Updated the functionality that saves the accp_client_file_categories, accp_client_invoice_categories, and accp_client_page_categories exclude user and exclude role taxonomy meta data better organization and maintainability.
  • Improvement: Updated the functionality that adds the exclude user and exclude role sections to the accp_client_file_categories, accp_client_invoice_categories, and accp_client_page_categories edit taxonomy page for better organization and maintainability.
  • Improvement: Updated the functionality that adds the exclude user and exclude role sections to the accp_client_file_categories, accp_client_invoice_categories, and accp_client_page_categories add taxonomy form for better organization and maintainability.

1.8.0 (Core) – 2024-3-1

  • Improvement: Improved the assign company directory settings instructions.
  • Update: Updated the assign company dir functionality to prevent assigning the reserved “global-files” dir.
  • Update: Updated the WP list table delete page permanent delete admin notice UI.
  • Improvement: Updated the post bulk edit UI to provide better user feedback on button click.
  • Fix: Removed functionality that automatically saves an ‘unpaid’ status to file posts if no value is saved.

1.7.6 (Pro) – 2024-2-1

  • Update: Minor code formatting updates.

1.7.6 (Core) – 2024-2-1

  • Update: Minor code formatting updates.
  • Update: Wrapped all unwrapped shortcode examples in the readme file with backticks to prevent smart quotes from causing errors when cutting/pasting into WP.

1.7.5 (Pro) – 2024-1-8

  • Feature: Added functionality that allows a pay-all total to be displayed in invoice lists on the front-end.
  • Feature: Added functionality that allows itemized product lines to be displayed in invoice items on the front-end.
  • Feature: Added functionality that allows invoice item totals to be displayed on the front-end.
  • Update: Updated the CSV export functionality to include new assigned_product_qty and product_title_override columns and values.
  • Update: Updated the CSV import functionality to include functionality for importing data to the new product quantity and title override invoice fields.
  • Feature: Added new functionality that allows a product quantity to be specified in invoices.
  • Feature: Added functionality to allow file and invoice post statuses to be displayed in front-end lists.

1.7.5 (Core) – 2024-1-8

  • Update: Wrapped shortcode examples in the readme file with backticks to prevent smart quotes from causing errors when cutting/pasting into WP.

1.7.4 (Pro) – 2023-12-1

  • Update: Updated shortcode list settings field labels to match labels referenced in documentation.
  • Update: Updated the exclude user and exclude role select fields to not check for saved values on the add taxonomy pages.

1.7.4 (Core) – 2023-12-1

  • Fix: Fixed incorrect settings page link in the WP plugin list item.
  • Update: Updated the front-end file download functionality to provide better user feedback.
  • Update: Updated the user profile settings addition function to verify that the user object exists to clear warnings on the WP new user creation form.
  • Update: Updated the client page, client file, and client invoice taxonomy role capability requirements.
  • Update: Disabled legacy settings JS tab handler functions.
  • Fix: Updated the WP Admin plugin settings logo URL to fix display issue.

1.7.3 (Pro) – 2023-11-14

  • Update: All core updates.

1.7.3 (Core) – 2023-11-14

  • Update: Updated company, client page, file, and invoice post type capabilities to fix conflict with WordPress.com hosted single site instances (not multisite).
  • Update: Updated the user profile tooltips to only display for admins.

1.7.2 (Pro) – 2023-11-8

  • Compatibility: Tested with WP 6.4.
  • Update: Updated the company status select functionality in the company status metabox.

1.7.2 (Core) – 2023-11-8

  • Compatibility: Tested with WP 6.4.
  • Update: Removed the status column in the core company WP list table, as company statuses are a pro feature.
  • Update: Updated the status display functionality in the WP Admin company list.

1.7.1 (Pro) – 2023-11-1

  • Update: Updated the documentation page content within settings.
  • Fix: Updated the font-awesome fa-close to fa-times to fix missing close icons.
  • Update: Added a header with instructions to the shortcode list settings page.
  • Update: Updated plugin update PHP notice functionality.
  • Fix: Updated the new post email notification function to fix undefined vars.
  • Update: Updated the past due notice styling to fix inconsistent vertical alignment of the text.
  • Fix: Fixed issue in which the thumbnail alignment class was not properly composed from the pro shortcode settings value.
  • Update: Moved list shortcode specific CSS from the default pro public CSS file to a new dedicated pro list shortcode CSS file.
  • Feature: Created functionality that allows front-end lists to be displayed in a grid layout.
  • Feature: Created functionality that allows for styling of front-end file and invoice lists.
  • Update: Created new theme settings page that allows for list shortcode theme settings to be saved and retrieved.
  • Update: Added functionality to dynamically add the pro list shortcode CSS to the page to allow for list UI styles to be updated in the shortcode settings.

1.7.1 (Core) – 2023-11-1

  • Update: Updated the add default company statuses on activation functionality to clear duplicate status message on plugin activation.
  • Update: Updated the list shortcode thumbnail float-left styling.
  • Fix: Fixed typo in file center thumb alignment CSS rule name.
  • Update: Moved list shortcode specific CSS from the default public CSS file to a new dedicated list shortcode CSS file.
  • Update: Added functionality to dynamically add the default list shortcode CSS to the page.

1.7.0 (Pro) – 2023-10-2

  • Update: Updated the invoice pay all functionality to leave the button disabled on AJAX success (through redirection to the cart).
  • Update: Deprecated accp-file-list-shortcode-atts.php.
  • Update: Deprecated accp-file-list-shortcode-vars.php.
  • Update: Deprecated accp-invoice-list-shortcode-atts.php.
  • Update: Deprecated ars-constellation-invoice-list-shortcode-vars.php.
  • Update: Deprecated accp-file-list-due-date-past-due.php.
  • Update: Deprecated accp-file-list-loop-vars.php.
  • Update: Deprecated accp-file-list-pay-button.php.
  • Update: Deprecated accp-invoice-list-due-date-past-due.php.
  • Update: Deprecated accp-invoice-list-loop-vars.php.
  • Update: Deprecated accp-invoice-list-pay-all-button.php.
  • Update: Deprecated accp-invoice-list-pay-button.php.
  • Update: Deprecated the accp-invoice-list-shortcode-includes dir.
  • Update: Deprecated the accp-file-list-shortcode-includes dir.
  • Update: Deprecated the premium admin dir as this will not be used going forward.
  • Feature: Added functionality to allow shortcodes to be genarated and saved as settings for easier implementation and editing.
  • Update: Overhauled the pro file and invoice list shortcode framework for better maintainability and scalability, and for forthcoming features.

1.7.0 (Core) – 2023-10-2

  • Improvement: Updated the sanitize strings in array function to account for incorrect and null values.
  • Update: Overhauled the core file and invoice list shortcode framework for better maintainability and scalability.
  • Update: Deprecated the “list_id” shortcode param. This now uses the auto-generated “data-list-id” value. This is also not needed in the new pro saved shortcode framework.
  • Update: Updated select2 to select2.full.
  • Update: Updated Font Awesome to enqueue from a local plugin dir instead of via the CDN. Also updated the Font Awesome version.
  • Update: Updated the add settings sub page function to exit early for non-admin users to prevent notices on WP Admin for non-admin users.

1.6.0 (Pro) – 2023-9-1

  • Feature: Added new settings and functionality to allow the public home page to be redirected to the client home page.
  • Improvement: Updated the pay button spinner css to prevent themes and plugins from overriding the border colors.
  • Update: Overhauled the pro settings framework for better scalability and maintainability.

1.6.0 (Core) – 2023-9-1

  • Improvement: Updated the shortcode download link construction to work better with WP instances that are installed in a sub directory.
  • Improvement: …