Description
SignoffFlow is a client portal plugin for agencies, freelancers, and service teams.
Create a private portal workspace per client account where you can:
* Share project updates (timeline)
* Share files with protected downloads
* Send client requests/tasks and track completion
Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.
This plugin only outputs front-end content on the portal page via the [cliapwo_portal] shortcode.
Use cases
- Collect client confirmations on deliverables and tasks
- Keep client communication out of email threads
- Share files securely with per-client access control
- Provide a branded agency client portal experience
Getting started
- Go to
SignoffFlow > Settings. - Use the
Quick setuppanel to create a sample portal page, or create a page manually and add[cliapwo_portal]. - Confirm that page is selected as the portal page in SignoffFlow settings.
- Create a client account in
SignoffFlow > Clientsand assign one or more WordPress portal users. - Add updates, files, and requests for that client account.
- Log in as an assigned portal user to view the portal and complete requests.
Screenshots
Client portal dashboard with Action required 
Updates timeline inside the client portal 
Files area with protected client downloads 
Requests checklist with client completion actions 
SignoffFlow settings and notification toggles 
Event Log showing audit and email-attempt entries
Installation
- Upload the plugin folder to
/wp-content/plugins/or install it as a zip in WordPress. - Activate SignoffFlow through the WordPress Plugins screen.
- Go to
SignoffFlow > Settings. - Use the optional
Quick setuppanel to create a sample portal page automatically, or create your own page and add the[cliapwo_portal]shortcode. - Confirm the portal page is selected in SignoffFlow settings.
- Create a client account in
SignoffFlow > Clients. - Assign one or more WordPress portal users to that client account.
- Add updates, files, and requests for that client account.
FAQ
-
Who can see a client portal?
-
Only WordPress users assigned to that client account, plus staff users with the
cliapwo_manage_portalcapability. -
How are files protected?
-
Clients receive protected download links that go through an access-checked endpoint. Files are stored in a dedicated
cliapwo-privateuploads subdirectory instead of standard public Media Library URLs, and the portal UI does not expose raw file paths.Apache hardening files are created automatically for that directory. Nginx hosts may still need an equivalent deny rule added at the server level.
-
Does the plugin send email notifications?
-
Yes. SignoffFlow can send request, update, and file notifications with
wp_mail()to all WordPress users assigned to the related client account. Notification types can be toggled inSignoffFlow > Settings. -
Can I test notifications on a local site?
-
Yes, but local mail delivery depends on your environment. SignoffFlow records
Email attemptentries in the Event Log for each notification. If WordPress cannot confirm delivery, SignoffFlow also shows a dismissible admin notice on its own screens so you can check the Event Log and review your mail transport.The Notifications settings screen also includes an Email delivery help section with a simple test flow and recommendations for Mailpit, MailHog, SMTP, Postmark, and Mailtrap.
-
Can developers customize the portal styling?
-
Yes. The portal uses a stable root wrapper (
.cliapwo-portal), documented CSS variables, and a small set of filters for wrapper classes, section classes, and inline style variables.For installed sites, see the Portal styling help note in
SignoffFlow > Settings. Customizations should be added from a theme or site-specific plugin rather than by editing SignoffFlow directly.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“SignoffFlow – Client Approval Workflow & Client Portal” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
Initial release.