Constellation Client Portal

Beskrivning

Turn your WordPress site into a professional client portal and streamline your operation. Create private pages for your clients, customers, and team members. Grant them access to private documents, files, and invoices in one, central location.

Upgrade to the Pro version and integrate with WooCommerce to accept payments for invoices and services.

Features

  • Create private pages for your clients, customers, and team members.
  • Create private invoices and files for your clients and display them on private client pages, with simple to use shortcodes.
  • Prevent direct access to client files by users, search engines, and bots.
  • Assign WordPress users to Companies.
  • Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.
  • Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.

Pro

  • Automatically redirect clients to their private client page at login (optional login redirect setting).
  • Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).
  • Automatically send email notifications to clients when a new File or Invoice post is created.
  • Send email reminders to clients for specific File and Invoice posts.
  • Add due dates and past due notices to invoices and files.
  • Further restrict file and invoice access within a company by user and role.
  • Restrict file and invoice category access by user and role.
  • Add internal notes to File and Invoice posts.
  • Export file and invoice lists to CSV.

Use Cases

Constellation Client Portal has a wide array of functionality to help you interface with your clients, customers, team members, tenants, or group. It’s professional, extendable, and versatile and can integrate with many operations and workflows.

Example Use Case Areas

  • Businesses (business owners and small to mid-size businesses) – Interface with clients, customers, employees, contractors, and vendors.
  • Freelancers – Interface with clients, customers, contractors, and vendors.
  • Project Teams – Interface with stake holders, contractors, project members, and vendors.
  • Sports Teams – Interface with team members, staff, affiliates, vendors, and contractors.
  • Groups and Organizations – Interface with group members, and other affiliates.

Shortcodes

Unpaid Invoice List

[accp_clientinvoices invoice_status=”unpaid”]

Paid Invoice List

[accp_clientinvoices invoice_status=”paid”]

Invoice Shortcode Parameters

  • invoice_status this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.
  • display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
  • order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
  • order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
  • show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
  • excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
  • show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
  • thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
  • align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
  • show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
  • list_id this can be useful for development when you have multiple lists on the same page (ex. this could be helpful when creatig paginated lists on the same page). Accepted Values: any whole positive number that is unique on the page. Default: null
  • categories Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.

Pro Invoice Shortcode Parameters

  • display_pay_btn this will display a pay button if the “invoice_status” attribute is set to “unpaid” and a WooCommerce product id has been entered in the invoice. Accepted Values: “true” or “false”. Default: “false”.
  • due_date this will display the due date if a due date has been entered in the invoice. Accepted Values: “true” or “false”. Default: “false”.
  • past_due_notice this will display a “Past Due” label for each item that has a status of “unpaid” and the current date is after the “due_date”. Accepted Values: “true” or “false”. Default: “false”.
  • exclude_user this allows you to prevent specific users, within an assigned company, from viewing items in the list. Accepted Values: the WordPress user ID(s). Separate multiple values with a comma (ex. “21, 45”). Default: null.
  • exclude_role this allows you to prevent specific roles, within an assigned company, from viewing items in the list. Accepted Values: the WordPress role name. Separate multiple values with a comma (ex. “Subscriber, Editor”). Default: null.

Document/File List

[accp_clientfiles]

File Shortcode Parameters

  • categories Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.
  • display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
  • order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
  • order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
  • show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
  • excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
  • show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
  • thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
  • align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
  • show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
  • list_id this can be useful for development when you have multiple lists on the same page (ex. this could be helpful when creatig paginated lists on the same page). Accepted Values: any whole positive number that is unique on the page. Default: null

Pro File Shortcode Parameters

  • due_date this will display the due date if a due date has been entered in the file. Accepted Values: “true” or “false”. Default: “false”.
  • past_due_notice this will display a “Past Due” label a due date has been entered, and the current date is after the “due_date”. Accepted Values: “true” or “false”. Default: “false”.
  • exclude_user this allows you to prevent specific users, within an assigned company, from viewing items in the list. Accepted Values: the WordPress user ID(s). Separate multiple values with a comma (ex. “21, 45”). Default: null.
  • exclude_role this allows you to prevent specific roles, within an assigned company, from viewing items in the list. Accepted Values: the WordPress role name. Separate multiple values with a comma (ex. “Subscriber, Editor”). Default: null.

Company Menu (Pro)

[accp_company_menu]

Company Menu Shortcode Parameters

  • excluded_page_ids – this allows for pages that are assigned to a given company to be excluded from the company menu. Accepts a comma separated list of Client Page ID’s. Default = null.
  • list_style – this allows the UL orientation to be change. Accepts ’vertical’ or ’horizontal.’ Default = horizontal.
  • align – this allows for the menu alignment to be set. Accepts ’left,’ ’right,’ or ’center.’ Default = left.

Documentation

  • Quick Start Guide – Follow the quick start guide to quickly set up the initial foundation for your client portal.
  • Plugin Documentation – View the plugin documentation for other helpful information.

Support

Email technical support is provided for active Pro licenses only.

If you have installed the free version, or do not currently have an active Pro license, you can still view the support forum, and/or post to the forum by registering and logging in.

Skärmdumpar

  • Current invoice list (list of invoices to be paid).
  • Paid invoice list.
  • Document/file list.
  • Plugin settings (core).
  • Pro plugin settings (additional pro features).
  • Invoice post settings.
  • Pro invoice post settings (additional pro features).
  • File post settings.
  • Pro file post settings (additional pro features).
  • Company settings.
  • Company page settings.

Installation

Automatic Install

  1. In the WordPress Admin section, navigate to Plugins.
  2. Click Add New and select your plugin zip package.
  3. Click Install.
  4. Finally, click Activate when the plugin is installed.

Manual Install

  1. Extract your plugin zip file.
  2. Using an ftp program, open your wp-content/plugins directory.
  3. Upload the uncompressed plugin folder to the wp-content/plugins directory.
  4. In the WordPress Admin section, navigate to Plugins.
  5. Locate the Constellation Client Portal plugin and click Activate.

Vanliga frågor

Can I use this plugin without installing WooCommerce?

Yes. WooCommerce is not required, but the Pro version of the plugin does integrate with WooCommerce to allow invoice payments to be processed (optional setting).

Can I provide private files and documents for my clients to access and download?

Yes. Constellation Client Portal is designed to allow you to post files and documents for your clients that only a specific client has access to. Anyone who has not been granted access to a specific client page or file will not be able to view that asset.

Can I provide private posts and information to my clients?

Yes. The client files and invoices allow you to upload/attach files (optional), as well as post freeform content via a WYSIWYG post editor.

Can I only display client pages to a specific client when they are logged into my site?

Yes. By default only users that are logged in have access to client pages and files. Further, only users that have been added to a specific company, are able to view pages and files for that company.

Can I automatically redirect clients to their client page when they log into my site?

Yes. The Pro version allows you to enable automatic login redirection and choose to redirect clients to their respective client page when they log in. This option should only be enabled if you do not already have login redirection enabled through another plugin.

Can I automatically change an invoice status to paid when an order is paid in WooCommerce?

Yes. The Pro version allows you to enable functionality that automatically changes an invoice status to paid when it is paid in WooCommerce, or when the WooCommerce order status changes to ”commpleted” (depending on your preference).

Can I restrict access to specific documents and pages for specific users or roles?

Yes. The Pro version allows for more granular access restriction by specific user or role.

Can I add file and invoice shortcodes to any WordPress page or post?

No. In order to provide better access restriction, file and invoice shortcodes can only be added to Client Pages, which are in turn assigned to specific companies/users.

Can I customize the layout and design of client pages?

Yes. Client pages can be laid out and designed like any other page in WordPress.

Will my theme’s page builder work with client pages?

This is dependent on the theme, and Constellation Client portal has no control over this functionality. However, some themes may work out of the box with client pages. If your theme’s page builder does not work with client pages, check with the theme developer to see if they have a method for extending the page builder to custom post types (the client page post type is ”accp_client_pages”).

Is support available for the plugin?

Support is available for Pro users with an active license. Please visit the Constellation Client Portal Pro page for more information.

Recensioner

Detta tillägg har inga recensioner.

Bidragsgivare och utvecklare

”Constellation Client Portal” är programvara med öppen källkod. Följande personer har bidragit till detta tillägg.

Bidragande personer

Ändringslogg

1.5.0 (Pro) – 2022-8-22

  • Update: Updated the new post notification email functionality to not add a note to the post if the email is disabled globally. Prevents needless ”there was a problem sending the post notification email” notes in posts.
  • Feature: Added new email template hooks for the new automated client emails.
  • Feature: Added functionality to allow automated reminder emails to be sent via WP cron for file and invoice posts.
  • Feature: Added functionality to allow file list exports to be filtered by status.
  • Feature: Added functionality to allow the file list to be filtered by file status.

1.5.0 (Core) – 2022-8-22

  • Feature: Added a new accp_define_file_statuses filter to allow file statuses to be edited.
  • Fix: Fixed issue preventing Invoice statuses from being updated via Bulk Edit in the WP list table.
  • Feature: Added functionality to allow file statuses to be updated via Quick Edit and Bulk Edit in the WP list table.
  • Feature: Added a Status column to the Client File WP list table.
  • Feature: Added functionality that allows statuses to be assigned to Client Files.

1.4.0 (Pro) – 2022-6-7

  • Feature: Added new ”accp_update_invoice_prohibited_product_types” filter to allow the prohibited product type list to be edited.
  • Feature: Added new ”accp_past_due_text” filter to allow past due text to be changed in file and invoice lists.
  • Feature: Added new ”accp_invoice_already_added_link_text” filter to allow ”Proceed to payment” text to be edited in invoice lists.
  • Feature: Added new ”accp_invoice_already_added_text” filter to allow ”Item already added” text to be edited in invoice lists.
  • Feature: Added new ”accp_before_pay_all_button” hook to allow content to be added before the pay all button in invoice lists.
  • Feature: Added new ”accp_after_pay_all_button” hook to allow content to be added after pay all button in invoice lists.
  • Feature: Added new ”accp_before_single_pay_button” hook to allow content to be added before single pay buttons in invoice lists.
  • Feature: Added new ”accp_after_single_pay_button” hook to allow content to be added after single pay buttons in invoice lists.

1.4.0 (Core) – 2022-6-7

  • Update: Added a ”No Change” option to the invoice status Quick Edit select field since the post id is not accessible via the quick_edit_custom_box hook without a script. This prevents confusion about the saved invoice status in the Quick Edit form.
  • Feature: Added functionality to allow invoice statuses to be updated via the bulk edit form.

1.3.0 (Pro) – 2022-5-11

  • Feature: Added functionality to allow file and invoice lists to be exported to CSV.

1.3.0 (Core) – 2022-5-11

  • Feature: Added new accp_before_file_list_item hook to allow content to be added before the file list item.
  • Feature: Added new accp_before_invoice_list_item hook to allow content to be added before the invoice list item.
  • Feature: Added new accp_after_file_list_item hook to allow content to be added after the file list item.
  • Feature: Added new accp_after_invoice_list_item hook to allow content to be added after the invoice list item.
  • Feature: Added new accp_file_list_item_top_inside hook to allow content to be added to the top of the file list item.
  • Feature: Added new accp_invoice_list_item_top_inside hook to allow content to be added to the top of the invoice list item.
  • Feature: Added new accp_file_list_item_bottom_inside hook to allow content to be added to the bottome of the file list item.
  • Feature: Added new accp_invoice_list_item_bottom_inside hook to allow content to be added to the bottom of the invoice list item.
  • Feature: Added new accp_after_file_list_pagination hook to allow content to be added after file list pagination.
  • Feature: Added new accp_after_invoice_list_pagination hook to allow content to be added after invoice list pagination.
  • Feature: Added new accp_before_file_list hook to allow content to be added before file lists.
  • Feature: Added new accp_after_file_list hook to allow content to be added after file lists.
  • Feature: Added new accp_before_invoice_list hook to allow content to be added before invoice lists.
  • Feature: Added new accp_after_invoice_list hook to allow content to be added after invoice lists.

1.2.0 (Pro) – 2022-4-8

  • Update: Updated the email notification note functionality to add the recipient’s address to the note instead of the current_user’s address.
  • Improvement: Added functionality to post company notes when changes are made to the upload directory.
  • Update: Updated the file and invoice list category filter to display the select field even when no categories are provisioned (to prevent the select field from collapsing).

1.2.0 (Core) – 2022-4-8

  • Feature: Added functionality to allow a primary user to be created and assigned within new Company posts to improve onboarding workflow.
  • Feature: Added functionality to allow a specific (existing) company upload directory name to be set.
  • Feature: Added functionality to allow the company upload directory to be updated after the directory has been set.
  • Feature: Added functionality to allow the upload directory names to be changed or specified.
  • Improvement: Reworked the duplicate upload directory assignment functionality to display a notice within Companies.

1.1.0 (Pro) – 2022-3-21

  • Update: Updated the reminder email column and metabox functionality to only display if the respective reminder emails are enabled.
  • Improvement: Added functionality to add a transactional note to the post when an invoice is automatically marked as paid when paid in WooCommerce.
  • Improvement: Added functionality to add a transactional note to the post when a new or reminder email notification is sent.
  • Improvement: Added functionality to remove post notes when the associated post is permanently deleted.
  • Improvement: Added pagination functionality to the admin post note lists.
  • Feature: Added functionality to allow notes to be added to Company, Invoice, and File post types.
  • Feature: Added added new hooks to the email notification templates.
  • Fix: Adjusted the File and Invoice category list filter to display even if no posts are assigned to categories (fixes collapsed select field when empty).
  • Feature: Added functionality to allow email reminders to be manually sent within File and Invoice post lists.
  • Feature: Added functionality to allow email reminders to be manually sent within File and Invoice posts.
  • Feature: Added client email notification template functionality to allow email customization.
  • Feature: Added new Email setting page to allow new and reminder email options to be set.
  • Feature: Added functionality that allows global email notification settings to be overridden within individual File and Invoice posts.
  • Update: Added new ARS_Constellation_Client_Portal_Pro_Email class to handle email notification functionality.

1.1.0 (Core) – 2022-3-21

  • Feature: Added functionality to allow a Primary User to be assigned within a Company.

1.0.9 (Pro) – 2022-3-3

  • Feature: Added functionality to allow the File WP Admin list table to be filtered by File Category.
  • Feature: Added functionality to allow the Invoice WP Admin list table to be filtered by Invoice Category.
  • Feature: Added functionality to allow the Invoice WP Admin list to be filtered by invoice status.
  • Update: Updated the View Details link on the WP Admin Updates Dashboard.

1.0.9 (Core) – 2022-3-3

  • Improvement: Added functionality to allow the Invoice status to be changed via the Quick Edit menu in the Invoice list table.
  • Improvement: Added an upload directory check on new Company post meta add/update to prevent the same upload dir from being assigned to more than one company if a post duplication process (i.e. plugin) is used to duplicate a Company post.
  • Feature: Added functionality to allow File and Invoice lists to be filtered by company in WP Admin.
  • Improvement: Created accp_get_defined_invoice_statuses function to allow for invoice statuses to be dynamically populated.
  • Feature: Added a new accp_define_invoice_statuses filter to allow for the default invoice statuses to be edited.

1.0.8 (Pro) – 2022-2-1

  • Feature: Added a new [accp_company_menu] shortcode that allows all pages assigned to a company to be conditionally displayed in a menu on Client pages.
  • Update: Updated the plugin update functionality to properly escape the package url.

1.0.8 (Core) – 2022-2-1

  • Feature: Added the ability to generate and assign a new Client Page from a Company page to improve onboarding workflow.
  • Update: Added a Quick Start menu item to the plugin row action menu.
  • Update: Added a Documentation item to the plugin row meta.
  • Update: Added Quick Start and Documentation links to the plugin settings page.

1.0.7 (Pro) – 2022-1-22

  • Update: Updated the invoice pay-all functionality to only add invoice ID’s to the payable list that have a WooCommerce product ID saved to the post.

1.0.7 (Core) – 2022-1-22

  • Update: Changed the my_company_page shortcode name to accp_my_company_page ensure compatibility.
  • Update: Changed the clientinvoices shortcode name to accp_clientinvoices ensure compatibility.
  • Update: Changed the clientfiles shortcode name to accp_clientfiles ensure compatibility.
  • Update: Changed the client_page_tags taxonomy to accp_client_page_tags to ensure compatibility.
  • Update: Changed the client_page_categories taxonomy to accp_client_page_categories to ensure compatibility.
  • Update: Changed the client_company_categories taxonomy to accp_client_company_categories to ensure compatibility.
  • Update: Changed the file_tags taxonomy to accp_file_tags to ensure compatibility.
  • Update: Changed the clientfile post type slug to accp_clientfile to ensure compatibility.
  • Update: Changed the client_pages post type slug to accp_client_pages to ensure compatibility.
  • Update: Changed the clientcompany post type slug to accp_clientcompany to ensure compatbility.
  • Update: Changed the file_categories taxonomy to accp_file_categories to ensure compatibility.

1.0.6 (Core) – 2022-1-19

  • Update: Added basic styling to the list pagination element.
  • Fix: Fixed issue preventing download of new files in the list after the recent code updates caused malformed paths.
  • Update: Added functionality to flush the rewrite rules on plugin upgrade.
  • New Feature: Added excerpt support and functionality to the clientfile and accp_clientinvoice post types.
  • Update: Updated the the file and invoice shortcodes to pull from the excerpt field, instead of the content field, if excerpts are enabled.
  • Improvement: Updated static references to WP dirs and updated functionality to get this data dynamically.
  • Change: Relocated the clientfiles upload directory from ’wp-content/accp-clientfiles’ to ’wp-content/uploads/accp-clientfiles’, and updated all associated functionality.
  • Fix: Fixed issue preventing admin file uploads caused by malformed form tags in accp_update_post_edit_form_tag, caused after escaping output.
  • Change: Removed class-ars-constellation-client-portal-client-list-table.php as this is not in use.
  • Update: Added new ACCP_Utility_Functions class.

1.0.5 (Core) – 2022-1-6

  • Fix: Cleared php warnings associated with the invoice and file lists that were thrown when the user additional_assigned_company array is null.
  • Change: Reworked the direct access file protection framework to work within the native WP framework in order to remove the need to include core WP files in an external file-check file.
  • Improvement: Reviewed all files and sanitized input and get data.
  • Improvement: Reviewed all files and escaped output data.

1.0.4 (Core) – 2022-1-3

  • Change: Updated the file output functionality.
  • Change: Updated the file and invoice list shortcode CSS classes.
  • New Feature: Updated the invoice add-to-cart functionality to support simple and variable subscription products.
  • Improvement: Updated the admin invoice product select options to exclude variable products and subscriptions (not variations) since top-level variable products cannot be added to the cart.
  • Improvement: Added additional options to the invoice status select field.
  • Improvement: Added a discount code to the base plugin upgrade tab.
  • Update: Added an upgrade link to the base plugin list item in the WP plugin list.
  • Update: Added an Upgrade tab to the settings page in the base plugin.

1.0.3 (Core) – 2021-12-20

  • Improvement: Converted the invoice product ID field to a WooCommmerce product select field for easier product selection and designation within invoices.
  • Improvement: Updated the pagination functionality in both the Invoice and File shortcodes to account for multiple lists on the same page.

1.0.2 (Core) – 2021-10-25

  • Change: Updated the pay-all functionality to only display on shortcodes that are set to display ”unpaid” invoices.
  • Change: Made minor updates to the update functionality.
  • Change: Disabled file management functionality.
  • Change: Disabled the Client List admin page.
  • Fix: Fixed issue with the auto mark invoices as paid and pay all admin settings being intermittently reset to default.

1.0.1 (Core) – 2021-10-21

  • Feature: Added functionality to allow all invoices to be added to the cart at once when muliple invoices are returned by a shortcode.
  • Feature: Added functionality to allow invoices to be automatically marked as paid when paid in Woocommerce, or when the Woocommerce order status is set to completed.
  • Imporovement: Adjusted the invoice payment css to improve clickability.
  • Change: Updated core functionality to support new pro and premium pay-all and auto-mark-as-paid functionality.

1.0.0 (Core) – 2021-9-1

  • Feature: Added functionality to further resrict file and invoice access within a company by user and role.
  • Feature: Added functionality to restrict file and invoice category access by user and role.
  • Feature: Added functionality to allow for adding due dates to client files and invoices.
  • Feature: Added functionality to display a past due notice on client files and invoices that have a due date.
  • Improvement: Added additional shortcode parameters for more flexibility in displaying client files and invoices.
  • Feature: Added functionality to add statuses to companies.
  • Feature: Added functionality to redirect users to their company page at login.
  • Feature: Added functionality to allow a client invoice to be assigned to a WooCommerce product (to allow an add-to-cart button to be displayed on the front-end).
  • Feature: Added functionality to allow Companies to be created and to allow users to be assigned to companies.
  • Feature: Added functionality to allow Client Pages to be created and assigned to companies.
  • Feature: Added functionality to allow Client Files to be created and assigned to a Company.
  • Feature: Added functionality to allow Client Invoices to be created and assigned to a Company.
  • Feature: Added functionality to restrict direct access to files in the client file directory if the user is not assigned to a company that has access to the file.
  • Feature: Added functionality to display client file lists via shortcode.
  • Feature: Added functionality to display client invoice lists via shortcode.
  • Feature: Added functionality enable/disable allowed file types for upload.
  • Improvement: Added functionality to the settings page to verify that the accp-clientfiles directory is writable.
  • Improvement: Added functionality to allow files and invoices to be reassigned to another company.