How do I add a new user to Client Portal?
To add a new user and assign them to a portal, follow these steps:
From your WordPress dashboard, navigate to
Users -> Add New.
Enter your clients information:
Quick tip: We recommend unchecking the box "Send User Notification" and sending your own email with information about the portal.
In the role dropdown,
make sure you select Client. This is Client Portal's default role.
(Need to use a different role? Here's how to assign clients to a portal using another role.)
- Click Add New User.
To assign your user to a portal:
- From your WordPress dashboard, navigate to Projects -> All Projects.
Select the portal you want to assign the new user to.
Client Account, click on the dropdown and select your new user.