Setting Up the Login Redirect

The login redirect automatically sends clients (and optionally project managers) to the portal list after they log in, instead of the default WordPress dashboard or home page. This creates a seamless experience where clients go straight to their work.

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Enabling Login Redirect #

1. Go to Settings → ClientPress → Access & Login
2. Enable Login Redirect
3. Under Redirect Roles, check the roles that should be redirected
4. Save settings

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Selecting Which Roles Are Redirected #

You can choose which user roles are affected by the redirect. Typically you would select:

• Client — your portal clients (recommended)
• Project Manager — if you want team members to also land on the portal list after login

Administrators are not affected by this setting — they always go to the WordPress admin after login.

Default roles: Client (and WordPress Subscriber and WooCommerce Customer, if those roles exist on your site)

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Where Users Are Sent #

After login, users with a redirected role are sent based on how many portals they have access to:

• User has one portal — Sent directly to that portal (or its configured landing tab)
• User has multiple portals — Sent to /client-portal/ to choose a portal
• User has no portals — Sent to /client-portal/ (will see an empty state)

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The Portal Landing Tab #

When a client is redirected to their single portal, they are sent to the portal’s configured Landing Tab rather than always landing on the overview.

For example, if the landing tab is set to Discussion, clients go directly to the conversation every time they log in.

Configure the landing tab under Settings → ClientPress → Features → Portal Landing Tab.

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Testing the Redirect #

To test without logging out of your admin account:

1. Open a private/incognito browser window
2. Log in with a client account
3. Confirm you are redirected to the portal list or portal directly

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If Redirect Isn’t Working #

• Confirm the role is checked under Redirect Roles
• Make sure the client’s WordPress account has the Client role (not Administrator or another role)
• Check that the portal status is Active — clients cannot access Pending or Archived portals
• Some caching plugins can interfere with login redirects. Try clearing your site cache.