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How does the Client Portal Work?

The Customer Portal, (or Client Portal), creates a link between a WordPress User and your CRM Contact record

OK, but what does that mean?

The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means from your main website they can log in, and update details, view (and pay) invoices, accept quotes and more!

This works by storing a link between a CRM contact and a WordPress user. You can chose whether you want Jetpack CRM to automatically create your WordPress user accounts for you, or these can be created manually, for specific contacts (from the contact view or edit screens).

Generating Client Portal Logins

If there isn’t a user account, then Jetpack CRM will give you the option to generate one.

Once you’ve generated a new user, Jetpack CRM will send an email to that user with login details to their client portal.

Info this process creates a ‘Jetpack CRM Customer’ user role. This is a limited capability role (so they cannot access much of the admin panel).

Creating Contact Portal access is the first step to utilising the Customer Portal with Jetpack CRM. But how does it look for the contact? Well it creates a login area for your users:

To see more views of the Client Portal, skip down this page.

Client Portal Shortcode

The Jetpack CRM Client portal runs from the following shortcode, which is automatically inserted into a new page (if no Client Portal page already exists), when installed:

[jetpackcrm_clientportal]

The new page will have the slug clients, but you can change this if you’d prefer a different end point for your client portal.

https://yoursite.com/clients could be https://yoursite.com/members or whatever works for your audience. You can extend the Client Portal even more with Client Portal Pro, (see below).

Extending the Client Portal

With Client Portal Pro, you can modify the tabs, endpoints and icons for your client portal. It also comes with additional tabs, pre made, which power up your Portal such as

  • Display Tasks related to your contact, with “Add to Calendar” links for them
  • Show Tickets related to your contact, if using our Awesome Support Connector
  • Allow Files to be downloaded that are displayed on the Portal for your contact

You can read more about Client Portal Pro here.

Developer Ready

Do you want to extend the Client Portal by adding more tabs and content? You can by following our guide on how to extend the Portal

Read how to Extend the Client Portal in our Knowledgebase Guide

Single Invoice View

The Client Portal is very useful for sharing invoices. You send your customer a link to the client portal, they log in and can see all of their invoices (and whether they are paid or not), all in one place. You can even automatically email new invoices to contacts for payment.

With the Invoicing Pro extension you can even accept payment online using PayPal or Stripe

Frequently Asked Questions

Are New WordPress Users Created Automatically?

Not by default. We didn’t want to add extra bloat to the CRM by generating new WordPress users with every addition of a contact. You can optionally enable this automatic user generation in the settings page for Client Portal.

Can I turn off the Client Portal Functionality?

You sure can. If you don’t invoice your clients / customers and don’t want to have the client portal active, you can disable it under ‘Extensions’ in Jetpack CRM settings.

How are passwords reset for the Client Portal?

If your client forgets their password, you can generate them a new one from the WordPress Users panel, or the contact edit or view pages.

Are the passwords that are auto generated Strong?

Yes. The password is a randomly generated strong password. No ‘Jetpack CRMROCKS’ type passwords here.

Updated on June 2, 2020

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