Kyle Maurer

joelworsham

Joel Yoder

d4mation

<h4>Take control of the WordPress Admin</h4>
<p>With Client Dash, WordPress administrators have full control of the WordPresss admin. With an end goal of helping improve the user experience within WordPress specifically for clients, we’ve created and implemented numerous powerful features for simplifying and customizing the dashboard.</p>
<h4>Client Dash Customize Admin Tool</h4>
<p>Client Dash offers a powerful tool for you to take complete control of the WordPress admin for you and your users. The Customize Admin Tool gives you a, never before seen, live preview of your admin area as you customize it. Customizations are easy, intuitive, and simple to make. You can give each user role a unique view of the admin area.</p>
<p>This tool allows you to customize the following:</p>
<h4>Customize the Admin Menu</h4>
<p>You are able to completely customize the WordPress admin menu using the powerful Client Dash Customize Admin tool. You are able to:</p>
<ul>
<li>Customize menu items</li>
<li>Reorder all menu items</li>
<li>Remove menu items</li>
<li>Add new menu items</li>
</ul>
<p>Admin menus are also controlled on a per role basis so you are able to completely control the admin menu for each individual role.</p>
<h4>Customize the Dashboard Widgets</h4>
<p>Have you ever wished you could customize the WordPress dashboard a little more? Well with Client Dash you’ve found your solution.</p>
<p>We implemented a powerful dashboard widget control feature using the powerful Client Dash Customize Admin tool. So now, adding, removing, rearranging and customizing WP dashboard widgets is easier than ever before.</p>
<h4>Customizable Admin Page</h4>
<p>Client Dash offers you a fully customizable Admin Page. You customize the following:</p>
<ul>
<li>Which roles can see the page.</li>
<li>The page icon.</li>
<li>The page content, using the same editor you use for regular pages.</li>
<li>The page title.</li>
</ul>
<p>You can put anything you like in this page. You could use this page as a landing page for clients, an instructions page, etc.</p>
<p>Want to have an unlimitted number of customizable Admin Pages? Try out <a href="https://realbigplugins.com/plugins/client-dash-pro" rel="nofollow ugc">Client Dash Pro</a> to unlock this feature!</p>
<h4>Helper Pages</h4>
<p>Client Dash includes a few helpful pages for your users and clients. These pages include some basic, helpful information. Each of these helper pages can be renamed, re-positioned, and visible to roles that you specify.</p>
<h4>Extremely Extensible</h4>
<p>From the start, Client Dash has been created with developers in mind. We’ve worked very hard to make extending Client Dash as easy as possible.</p>
<p>We are also extremely receptive to suggestions, feature requests and collaborations so if you have anything to add or that you would like to see included in Client Dash, please visit the support forum here and engage us. Also, stay tuned as we are working on lots of new updates to this plugin and are also actively developing some exciting add-ons. Lots more to come!</p>
<h4>Like this plugin?</h4>
<p>We love making plugins for WordPress! This is just one of the many we have released and are working on. If you’d like to stay informed about what we release and receive exclusive discounts on our premium plugins, <a href="http://realbigplugins.com/subscribe/?utm_source=Client%20Dash&utm_medium=Readme%20link&utm_campaign=Client%20Dash%20Plugin" rel="nofollow ugc">subscribe here</a>. We’ve got some really cool stuff in the works so you’ll be the first to know about all of it.</p>


Client Dash

Sam Glover

<p>Client Power Tools is built for designers, developers, consultants, lawyers, and other independent contractors and professionals. Give your clients a dashboard where they can check on the status of their project, access information and resources in your clients-only knowledge base, view other clients-only pages, and communicate with you—right on your own website!</p>
<h3>Front-End Onboarding & Login</h3>
<p>All client interactions happen on the front end of your website, with clean modal forms for logging in—without a password! Client Power Tools will simply blend in with most themes.</p>
<h3>The Client Dashboard</h3>
<p>Clients can log in to their dashboard on your website at any time.</p>
<p>The dashboard uses regular WordPress pages, so you can add your client dashboard to your menus just like any other page. Or you can include a link to it anywhere you need to, like your blog posts, email newsletters, etc. The only difference is that the client dashboard is only visible to logged-in clients.</p>
<p>You can change the name or permalink of the default dashboard page, or select a different page entirely.</p>
<h3>Modules</h3>
<p>Each module can be enabled or disabled independently of the rest.</p>
<h4>Projects & Stages Module</h4>
<p>Now you can assign multiple projects to each client, create multiple project types with stages to keep track of your project progress with your clients.</p>
<p>You can change the project label to whatever you prefer (files, matters, dossiers, schemes, capers, etc.) and it will be reflected throughout. The new progress bar provides you and your clients with a visual indicator of each project’s progress.</p>
<h4>Knowledge Base Module</h4>
<p>The knowledge base is a clients-only page—or a collection of pages—that you can use to share information and resources with your clients.</p>
<p>Just like the client dashboard, the knowledge base is a regular WordPress page with some special features. You can add as many child pages as you like—the knowledge base tab will use a drop-down index and breadcrumb navigation to help your clients find their way around.</p>
<h4>Status Update Request Button Module</h4>
<p>Your clients want to know how things are going!</p>
<p>The status update request button on the client dashboard makes it easy for clients to prompt you for a status update. Once a client clicks the button, they won’t see it again for 30 days—or you can change that number to an interval that works for you.</p>
<p>You can designate an additional email address to receive all status update requests so you can respond efficiently.</p>
<h4>Messages Module</h4>
<p>Using Client Power Tools to communicate with your clients keeps all your messages in one place so nothing gets lost.</p>
<p>When you send a message to your client, they will receive an email notification with a link to their client dashboard so they can read it and reply. Or you can send them the full message—by default or on a message-by-message basis.</p>
<h3>Customization</h3>
<p>Client Power Tools is built to be customizable where you need it to be. Here are some of the things you can change to suit your needs:</p>
<ul>
<li><strong>Enable/disable all non-core modules.</strong> (As of 1.4, the non-core modules are the Status Update Request Button, Messaging, and Knowledge Base.)</li>
<li><strong>Customize project labels.</strong> Some people have projects, others have files, matters, dossiers, schemes, capers, etc. You can use whatever label you prefer, and it will be reflected throughout Client Power Tools.</li>
<li><strong>Project types & stages.</strong> Add project types, and for each type specify the stages you want your client to be able to see on their progress bar.</li>
<li><strong>Additional pages.</strong> Restrict any page on your website to logged-in clients.</li>
<li><strong>New-client email.</strong> You can customize the email sent to newly added clients so that it reflects the name, email address, subject line, and messaging you prefer.</li>
<li><strong>Client IDs.</strong> When adding or updating a client, you can add a custom client ID.</li>
<li><strong>Client statuses.</strong> You can customize the default statuses (potential, active, inactive).</li>
<li><strong>Client managers.</strong> You can set a default client manager and assign a different client manager to each client.</li>
<li><strong>Show/hide the status update request button.</strong> The status update request button is a great way to empower your clients, but if you don’t want to use it you can turn it off.</li>
<li><strong>Status update request frequency.</strong> Change how often the status update request button is available to your clients.</li>
<li><strong>Status update request recipient.</strong> Designate one person to get notified of all status update requests.</li>
<li><strong>Email notifications.</strong> By default, Client Power Tools sends a notification, not the content of your message. But you can change the default behavior or override it for individual messages.</li>
<li><strong>Design.</strong> The front-end design of Client Power Tools is as minimal as possible so that Client Power Tools blends into your existing theme. But you can override the Client Power Tools styles as long as you know a little CSS. (See the <a href="https://clientpowertools.com/documentation/" rel="nofollow ugc">documentation</a> for more details.)</li>
</ul>


Client Power Tools Portal

A free, easy-to-use client portal built for designers, developers, consultants, lawyers, and other independent contractors and professionals.

Client Dash vs Client Power Tools Portal