This guide walks through creating a new client portal and configuring it before inviting your client.
Step 1: Create the Portal #
- In your WordPress admin, go to Portals → Add New.
- Give the portal a title — this is the client’s name or project name and will be visible to them.
- The title becomes the portal’s URL slug automatically (e.g., a portal called “Acme Corp” becomes
/client-portal/acme-corp/).
Step 2: Assign a Client #
In the portal editor sidebar, find the Client field and select the client’s WordPress user account.
If the client doesn’t have an account yet, you can leave this blank for now and invite them later — the invitation process creates their account automatically.
Step 3: Set the Portal Status #
Set the portal Status to one of the following:
- Active — The portal is live and accessible to the client
- Pending — The portal exists but is not yet accessible to the client
- Archived — The portal is hidden from the client’s portal list
Set it to Pending while you are setting up the portal, then switch to Active when you are ready to give the client access.
Step 4: Configure Branding (Optional) #
In the portal editor, you can customize the portal’s appearance:
- Accent Color — A hex color used for buttons and highlights in this portal. Overrides the global default.
- Logo — Upload the client’s logo to display in the portal header.
- Icon — Upload a small icon used as a portal favicon or thumbnail.
Step 5: Assign Project Managers (Optional) #
If team members should have access to this portal, add their accounts to the Project Managers field. They will be able to view and participate in the portal immediately.
Step 6: Add Portal Content #
The main content area of the portal editor is a standard Gutenberg block editor. This content appears on the portal’s overview tab — use it to write a welcome message, outline the project scope, or share any information the client should see when they first open their portal.
Step 7: Publish the Portal #
Click Publish (or Update if the portal already exists). The portal is now created.
If the status is set to Active, clients assigned to it can access it immediately. If set to Pending, it will not be visible to them yet.
Step 8: Invite Your Client #
With the portal created, you are ready to invite your client. See Inviting a Client to Their Portal.
Tips #
- You can create portal templates to save time when setting up portals that follow a similar structure. See the Portal Templates documentation for details.
- Portals can have child portals (hubs) nested underneath them — useful for clients with multiple projects or workstreams.
- The portal URL is based on the post slug. If you need to change it, update the slug in the portal editor before sharing the link with the client.
