You can add a simple link anywhere on your website that takes a logged-in client directly to their portal. ClientPress handles the rest — it checks who they are and shows them only the portals they have access to.
The Link to Use #
Add this URL as your link destination:
yoursite.com/client-portal/
Replace yoursite.com with your actual domain.
This page is built into ClientPress. When a client clicks the link:
- If they are not logged in, they will be sent to the login page first, then redirected to their portal after signing in.
- If they are logged in and have one portal, they go directly to that portal.
- If they are logged in and have multiple portals, they see a list of all their portals and can choose which one to open.
Where to Add the Link #
You can place this link anywhere on your site:
- Navigation menu — Add it as a custom menu item labeled “My Portal” or “Visit Your Portal”
- Homepage or landing page — Add a button or text link
- Account or dashboard page — Embed it alongside other account links
- Email signatures or onboarding emails — Link directly so clients can bookmark it
Optional: Embed a Portal List on a Page #
If you’d like to display the client’s portals inline on a page (for example, on a dedicated “My Account” page), you can use this shortcode in any page or post:
[cp_portal_list]
This renders a list of the logged-in user’s portals with clickable links. Optional display attributes:
show_status="true"— Shows the status of each portalshow_logo="true"— Shows the portal logo next to the name
Example:
[cp_portal_list show_status="true" show_logo="true"]
Optional: Redirect Clients Automatically After Login #
Instead of requiring clients to click a link, you can configure ClientPress to send them straight to their portal the moment they log in.
- Go to Settings → ClientPress → Access & Login
- Enable the Login Redirect option
- Select which user roles should be redirected (e.g., your client role)
Once enabled, clients with the selected role will be automatically sent to their portal after every login — no link needed.
Summary #
- Add a “Visit Your Portal” link — Link to
yoursite.com/client-portal/ - Embed a portal list on a page — Use
[cp_portal_list]shortcode - Auto-redirect clients after login — Enable Login Redirect in ClientPress Settings
