The Best Client Portal for WordPress

Get the best client portal for WordPress and organize your clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.

Get Constellation Client Portal

Integrate with WooCommerce and allow your clients to make payments for invoices and services in a clean and professional manner.

Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.

Streamline your operation with Constellation Client Portal for WordPress.

Create Unlimited Client Pages

Create unlimited client pages to suit your needs. Create pages that look the same across all clients, and/or create customized client pages that have a unique layout and look.

Customize Access Controls

Granularly restrict access to pages, posts, categories, and lists by company, user and/or role.

Easy Client Emails

Automatically send emails to clients when files or invoices are posted. Automatically send reminder and past due emails to clients.

Easily Customize Pages and Lists

Easily customize the look of client-facing lists and pages.

Securely Share Private Pages, Posts, and Files

Protect Files and Invoices from direct access by humans, bots, and search engines with Site-Level File Protection*.

Accept Payments for Invoices

Integrate with WooCommerce and accept payment for invoices in a professional manner.

Easily Add Curated Lists to Pages

Easily add curated lists of client-specific file and invoice posts (with or without file attachments) to company pages using shortcodes. Create unlimited, unique lists.

Redirect Clients at Login

Easily redirect clients to their respective company home page when the log into your site.

Get Constellation Client Portal

FAQ

Can I use this plugin without a WordPress site?

No. This is a WordPress plugin that is designed to be installed on a WordPress site. So, it must be used on a site that has WordPress intalled.

Can I use this plugin without installing WooCommerce?

Yes. WooCommerce is not required, but the plugin does integrate with WooCommerce to allow payments to be processed for invoices. You can, however, choose not to use this functionality, or implement a custom workflow to suit your needs.

Is WooCommerce required to accept payments for invoices?

Yes. WooCommerce is required if your payment processing workflow utitlizes WooCommerce to process payments. However, if you have implemented a custom workflow that does not rely on WooCommerce for payment processing, it may not be necessary in your operation.

Can this plugin be installed on my public WordPress site?

Yes. The client pages are custom post types that work concurrently with standard WordPress pages and posts. So, you can have both private client pages (invoices and files) and standard Wordpress pages and posts on the same site. Your client pages will only be accessible to those that are logged in, and have been granted access, while your public pages and posts will be publicly accessible.

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. You can 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. You can enable functionality that automatically changes an invoice status to paid when it is paid in WooCommerce, or when the WooCommerce order status changes to "completed" (depending on your preference).

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

Yes. Paid versions of the plugin allow you to restrict access to client pages, client files, client invoices, file categories, and invoice categories, by specific user or role. So, while you might assign a client page to a specific company, you can adjust access to specific assets for specific users and roles within that company, to suit your needs.

How do I upgrade from the free version to the pro version?

Navigate to WordPress Admin -> Plugins.
Locate the “Constellation Client Portal” plugin in the list (the basic version) and click “Deactivate.”
Once the basic version of “Constellation Client Portal” is deactivated, install and activate Constellation Client Portal Pro by following the installation instructions here.

Note: Once the pro version of the plugin is installed and activated, the core plugin (basic version) can be safely deleted.

Do I have to renew my plugin license every year?

Your plugin license is set to auto renew every year by default, but you can disable this at any time by going to My Account -> Subscriptions and clicking "cancel". This will prevent your subscription from renewing at the end of the current term (you will still have access to updates until the end of your current term).

However, maintaining an active license each year ensures that you receive regular plugin updates throughout the year, which is important for ensuring compatibility with new versions of WordPress (and popular plugins). An active license also ensures that you receive critical patches, as well as new features, as they are released.

Can I lock in my renewal price?

Yes! You can lock in your renewal price forever, as long as you maintain an active subscription and have auto-renew enabled. This means that your renewal price will not change when the plugin price increases in the future.

If the subscription lapses, or the subscription is set to renew manually (i.e. auto-renew is disabled), the subscription will renew at the current price at the time of the renewal.

Can this plugin be used for managing more than clients?

Yes. At its core, Constellation Client Portal is a business and/or organizational tool that can be applied in any setting that requires organizing people and information. Most any business, organization, or operation needs this and can benefit from implementing a centralized portal that members can access for information, documents, files, and billing and payment rources (if needed).

View the Use Cases for more information.

Can I customize the look of post lists displayed on the front-end?

Yes. The Pro version allows you to customize the look of each list independently. The pro version also allows you to display post lists in list or grid layouts.

Get Constellation Client Portal

*Site-Level File Protection provides basic restriction of direct access to files in the Constellation Client Portal file directory (ex. https://your-company.com/wp-content/accp-clientfiles/invoice.pdf) that would otherwise be visible to search engines, bots, and anyone with the direct link. This feature works on the site level, rather than the server level, and while it adds a layer of security to control and restrict document and file access, it is not a comprehensive or fully reliable solution. Fully effective file and document access control must be configured at the server level, which is beyond the scope of this plugin. Please see our Terms of Service for more information.