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ClientPress

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
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  • Appearance Settings

Appearance Settings

2 min read

ClientPress includes several appearance options to control how portals look and feel site-wide. These are found under Settings → ClientPress → Appearance.


Powered By Pill #

The “Powered by ClientPress” pill is a small branding element that appears on all portals. You can enable or disable it and control exactly where and when it shows.

Enabling or Disabling #

Check or uncheck Show “Powered by” pill to toggle it on or off.

Position #

Choose where the pill appears:

  • Lower Right (default) — Fixed floating pill in the bottom-right corner of the screen
  • Lower Left — Fixed floating pill in the bottom-left corner
  • Footer Bar — A full-width strip pinned to the bottom of the page

Hide on Screen Sizes #

You can hide the pill on specific screen sizes while keeping it visible on others:

  • Mobile — Up to 480px
  • Tablet — 481px – 1024px
  • Desktop — 1025px and above

Select any combination. Leaving all unchecked means the pill is visible on all screen sizes.


Tab Icons #

Each portal navigation tab has a configurable icon. You can change the icon for any tab from a library of 23 options.

Configurable Tabs #

Overview, Dashboard, Discussion, Tasks, Calendar, Board, Tools, Files, Deliverables, People, Hubs, Docs, Guides

Changing a Tab Icon #

  1. Go to Settings → ClientPress → Appearance
  2. Find the Tab Icons section
  3. Click the icon you want for each tab
  4. Save settings

Icons are rendered as inline SVGs and scale cleanly at any size.


Portal Layout Widths #

Control the content width for each portal view globally. These are your site-wide defaults — individual portals can override select views.

  • Portal (Overview) — portal_width
  • Discussion — discussion_width
  • Message Board — message_board_width
  • Files — assets_width
  • Docs — docs_width
  • Calendar — calendar_width

Options for each:

  • Inherit — Uses your theme’s default content width (recommended starting point)
  • Full Width — Stretches edge-to-edge inside the portal
  • Narrow — Constrained reading width, good for text-heavy views

See Setting Portal Width and Layout per View for details on per-portal overrides.


Global Portal Colors #

The default accent color and background color for all portals are configured in the WordPress Customizer, not on the Settings page.

To set global portal colors:

  1. Go to Appearance → Customize
  2. Open Portal Colors
  3. Set the Default Accent Color and optionally a custom background color
  4. Publish

Individual portals can override the accent color in the portal editor.

Updated on June 9, 2026

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Table of Contents
  • Powered By Pill
    • Enabling or Disabling
    • Position
    • Hide on Screen Sizes
  • Tab Icons
    • Configurable Tabs
    • Changing a Tab Icon
  • Portal Layout Widths
  • Global Portal Colors

Use Cases

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

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

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