Every portal has a status that controls whether clients can access it. You can update the status at any time from the portal editor.
The Three Statuses #
Active #
The portal is live. Clients assigned to it can log in and access all enabled features.
Use Active when the portal is ready for the client to use.
Pending #
The portal exists in your admin but is not accessible to the client. Clients who try to visit the URL will not be able to enter.
Use Pending when:
- You are still setting up the portal (adding tasks, tools, welcome content) before handing it over
- The project hasn’t officially started yet
- You’ve invited the client but want them to wait before accessing
You can invite a client while the portal is still Pending — their account will be created, but they won’t be able to access the portal until you switch it to Active.
Archived #
The portal is no longer active. It is hidden from the client’s portal list and inaccessible to them.
Use Archived when:
- A project is complete and you want to close the portal without deleting it
- You need to suspend access temporarily
Archived portals remain in your admin and can be reactivated at any time by changing the status back to Active.
How to Change a Portal’s Status #
- Go to Portals → All Portals in your WordPress admin.
- Open the portal you want to update.
- In the portal editor sidebar, find the Status field.
- Select the new status.
- Click Update to save.
The change takes effect immediately.
Status Visibility #
Status badges are displayed on the portal archive page (/client-portal/) so clients can see the status of each of their portals at a glance. If you prefer not to show these badges, the [cp_portal_list] shortcode and portal archive display can be customized.
Status in the Admin Portal List #
In Portals → All Portals, each portal’s status is shown in the list table. You can quickly identify which portals are active, pending, or archived without opening each one individually.
