A portal can have one primary client and any number of sub-clients. Sub-clients are additional users who share full access to the same portal. This is useful when a client organization has multiple contacts who all need to see and participate in the portal.
Primary Client vs. Sub-Clients #
Both the primary client and sub-clients have identical access and permissions within the portal — they can send messages, approve deliverables, and see all portal features. The only difference is that each portal has exactly one primary client slot, while any number of sub-clients can be added.
Adding a Sub-Client #
Sub-clients must already have a WordPress account before they can be added. If they don’t have one yet, send them an invitation first (see Inviting a Client to Their Portal) — accepting the invitation creates their account automatically.
To add a sub-client to a portal:
- Open the portal in your WordPress admin.
- In the portal editor sidebar, find the Sub-Clients field.
- Search for and select the user account you want to add.
- Save the portal.
The sub-client now has access to the portal and will see it listed at /client-portal/ when they log in.
Removing a Sub-Client #
- Open the portal editor.
- Find the Sub-Clients field.
- Remove the user from the list.
- Save the portal.
The user loses access to the portal immediately.
Sub-Clients and Hubs #
If the portal has hubs (child portals), sub-clients assigned to the root portal automatically have access to all hubs as well. You do not need to add them to each hub separately.
Notifications for Sub-Clients #
Sub-clients receive portal notifications the same way the primary client does. Each sub-client can manage their own notification preferences from their profile inside the portal.
