How do I add a new user to Client Portal?

To add a new user and assign them to a portal, follow these steps:

1

From your WordPress dashboard, navigate to Users -> Add New.

2

Enter your clients information:

Quick tip: We recommend unchecking the box "Send User Notification" and sending your own email with information about the portal. 

3

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.)

4

Click Add New User.

To assign your user to a portal:

1

From your WordPress dashboard, navigate to Projects -> All Projects.

2

Select the portal you want to assign the new user to.

3

Under Client Account, click on the dropdown and select your new user.