Client portal for agencies: share updates, files, and client requests privately.

Vito Peleg

Pratap Dungrani

Atarim – Visual Feedback, Review & AI Collaboration

Make collecting feedback on WordPress sites MUCH faster and easier, with the visual collaboration tool used on over 120,000 websites worldwide.

vzisis

<p>SignoffFlow is a <strong>client portal</strong> plugin for agencies, freelancers, and service teams.</p>
<p>Create a private portal workspace per client account where you can:<br />
* Share <strong>project updates</strong> (timeline)<br />
* Share <strong>files</strong> with protected downloads<br />
* Send <strong>client requests/tasks</strong> and track completion</p>
<p>Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.</p>
<p>This plugin only outputs front-end content on the portal page via the <code>[cliapwo_portal]</code> shortcode.</p>
<h3>Use cases</h3>
<ul>
<li>Collect client confirmations on deliverables and tasks</li>
<li>Keep client communication out of email threads</li>
<li>Share files securely with per-client access control</li>
<li>Provide a branded agency client portal experience</li>
</ul>
<h3>Getting started</h3>
<ol>
<li>Go to <code>SignoffFlow > Settings</code>.</li>
<li>Use the <code>Quick setup</code> panel to create a sample portal page, or create a page manually and add <code>[cliapwo_portal]</code>.</li>
<li>Confirm that page is selected as the portal page in SignoffFlow settings.</li>
<li>Create a client account in <code>SignoffFlow > Clients</code> and assign one or more WordPress portal users.</li>
<li>Add updates, files, and requests for that client account.</li>
<li>Log in as an assigned portal user to view the portal and complete requests.</li>
</ol>


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