Beskrywing
Oadev Client Workspace Manager helps agencies, freelancers, consultants, and service businesses run private client workspaces directly in WordPress.
Give clients a single place to view project updates, open shared files, access important links, complete checklist steps, and open invoice/payment links.
Clients sign in with standard WordPress authentication and only see the workspaces assigned to them.
Features
- Private client workspaces
- Client dashboard
- Branded client login using WordPress authentication
- Automatic Client Workspace page creation
- Assigned client users
- Multiple workspaces
- Project updates
- File sharing with Open File
- Important links with Open Link
- Checklist / next steps
- Mark as Complete
- Invoice/payment links
- Demo workspace generator
- Restrict clients to portal only
- Mobile-friendly portal
Shortcodes
Official shortcode:
[oacwm_client_dashboard]
The client workspace page is created automatically on activation. To add it manually, place [oacwm_client_dashboard] on any page.
Source Code
The plugin includes human-readable JavaScript and CSS source files. The admin JavaScript source is included at assets/src/admin.js.
No build step is required. The JavaScript is written in plain browser JavaScript and included in readable form.
Installation
- Upload the
oadev-client-workspace-managerfolder to the/wp-content/plugins/directory. - Activate the plugin through the Plugins menu in WordPress.
- Go to Settings General.
- Configure portal behavior as needed.
- Create or assign a client user.
- Create one or more workspaces and assign them to clients.
- Add updates, files, links, checklist items, and invoice links.
- Open the automatically created Client Workspace page, or place
[oacwm_client_dashboard]on another page if you prefer a custom portal page.1. Upload theoadev-client-workspace-managerfolder to the/wp-content/plugins/directory. - Activate the plugin through the Plugins menu in WordPress.
- Go to Tools Client Workspaces.
- Create or choose a WordPress user for your client and set the role to Client Workspace.
- Create a workspace and assign it to the client.
- Add updates, files, links, checklist items, and invoice links.
- Open the automatically created Client Workspace page, or place
[oacwm_client_dashboard]on another page if you prefer a custom portal page. - Share the Client Workspace page with your client.
Kwel-vrae
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Can clients see other clients’ workspaces?
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No. Clients can only access workspaces assigned to them.
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Does this plugin include a client login?
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Yes. Clients use WordPress authentication and can access their portal from the dashboard page.
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Can clients mark checklist items complete?
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Yes. Checklist items can be completed in the portal when enabled.
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Yes. Workspaces support files with Open File and important links with Open Link.
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Can I create a sample workspace quickly?
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Yes. The demo workspace generator helps you test and preview the portal flow.
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Can I restrict clients to only the portal?
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Yes. You can enable “Restrict clients to portal only” in Settings General.
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Is there a Pro version?
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A separate Pro edition is available outside WordPress.org for advanced workflows. The WordPress.org plugin is fully functional and does not require a paid service.
Aanbevelings
There are no reviews for this plugin.
Contributors & Developers
“Oadev Client Workspace Manager” is oopbron sagteware. Die volgende mense het bygedra tot die ontwikkeling van hierdie uitbreiding:
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 public release.
- Added private client workspaces and client dashboard.
- Added branded client login and assigned client access.
- Added project updates, files, links, and checklist flow.
- Added Mark as Complete and invoice/payment link support.
- Added demo workspace generator and portal restriction setting.