Automations and Integrations - ClientPress

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Getting Started

7

Inviting a Client to Their Portal
Creating Your First Portal
User Roles Explained
Initial Setup Checklist
Plugin Overview — What ClientPress Does
Magic Login Links in Email Notifications
How to Link Clients to Their Portal

Navigation

1

How Client Login and Redirect Works

Assets, Files, and Deliverables

1

Portal Files — Browsing All Uploaded Files Across Portals

Client Setup

4

Onboarding — Guiding Clients Through Their First Steps
Managing Client Invitations
Assigning Project Managers to a Portal
Adding Sub-Clients to a Portal

Advanced

3

Uninstalling ClientPress — What Data Gets Deleted
Private File Storage and Security
Activity Log — What Gets Tracked and How to Use It

Automations and Integrations

5

REST API Overview
Connecting ClientPress to OttoKit
Connecting ClientPress to Make
Connecting ClientPress to Zapier
Using Webhooks with ClientPress

Features and Tabs

14

Onboarding — Guiding Clients Through Their First Steps
Docs — Adding Portal-Specific Client Documents
Guides — Creating and Assigning Global Support Docs
People Tab — Managing Portal Members
Tools & Links Tab — Building a Client Resource Board
Managing Deliverable Revisions
Deliverables — Sending Work for Client Approval
File Approval Workflow
Files Tab — Uploading and Managing Client Files
Calendar View — Visualizing Task Due Dates
Using the Kanban Board View for Tasks
Task Manager — Creating and Managing Tasks
Message Board — Topic-Based Team Discussions
Discussion Tab — Private Messaging with Clients

Notifications and Emails

3

Enabling or Disabling Admin Notifications
How Clients Can Manage Their Notification Preferences
How Portal Notifications Work

Portals and Hubs

6

Setting Portal Width and Layout per View
Configuring the Portal Landing Tab
Branding a Portal
Using Portal Templates
Managing Portal Status
Understanding Portals and Hubs (Child Portals)

Settings and Configuration

5

Setting Up the Login Redirect
Appearance Settings
Configuring Deliverable Categories and Revision Limits
Configuring File Upload Settings
Enabling and Disabling Portal Features Globally

Shortcodes and Theme

2

Customizing Portal Colors with the Theme Customizer
Shortcode Reference

Developer

5

ClientPress Hooks & Filters
ClientPress Outbound Webhooks
ClientPress Inbound Webhooks
ClientPress REST API
ClientPress Abilities API Integration

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Automations and Integrations

Automations and Integrations

REST API Overview
Connecting ClientPress to OttoKit
Connecting ClientPress to Make
Connecting ClientPress to Zapier
Using Webhooks with ClientPress

Use Cases

Coaches and Consultants
Employee Onboarding
Freelancers and Independent Contractors
Teams Working With Outside Freelancers
Web and Digital Agencies

How We Compare

Market Comparison
ClientPress vs Client Portal
ClientPress vs. Asana
ClientPress vs. Basecamp
ClientPress vs. Microsft Teams
Clientpress vs. Clickup

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