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Getting Started

7

Inviting a Client to Their Portal
Creating Your First Portal
User Roles Explained
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Magic Login Links in Email Notifications
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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
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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

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REST API Overview
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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

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2

Customizing Portal Colors with the Theme Customizer
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Developer

5

ClientPress Hooks & Filters
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Notifications and Emails

Notifications and Emails

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

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