NSquared

TylerDigital

<p>Simple Client Dashboard offers a new “Admin” user role, which fits perfectly between the default WordPress roles for Administrator and Editor access. This allows clients and Webmasters to manage their website content without you having to worry about critical settings or information being removed or adjusted.</p>
<ul>
<li>Preserve your hard work</li>
<li>Avoid unexpected messes and troubleshooting sessions</li>
<li>One-click access restriction</li>
</ul>
<h3>Incorporate Into Your Clients Site with Ease</h3>
<p>Getting started with Simple Client Dashboard is a breeze — unlike other full user-role solutions that eat up your time, this one won’t have you scratching your head or testing endlessly. Simply install this on your client’s site right from the get-go and it’s smooth sailing from there.</p>
<p>There’s little to no setup required, just install Simple Client Dashboard, and you’ll instantly have access to the new “Admin” user role. If you’d like to adjust the “Admin” role, the free plugin offers a clean and tidy interface so that you can make adjustments. And, <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a>, lets you further customize permissions for more advanced third party plugins.</p>
<h3>Give Clients and Webmasters The Access They Need</h3>
<p>Restrict access to only the features and functions they need to manage their site – without breaking it! Restrict their capabilities and permissions just enough to make sure no unexpected problems arise as they begin working on their website.</p>
<h3>Simple and Clean “Admin” Role Editing Interface</h3>
<p>The Simple Client Dashboard offers a clean and straightforward editing interface for the new “Admin” role. Effortlessly make updates to the permissions and abilities that your clients have on their websites with a few clicks.</p>
<p><span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/rIOTZyhDNo8?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span></p>
<p><strong>Simple Client Dashboard creates a new user role named “Admin”</strong> which is similar to the default “Administrator” role, but with the following changes:</p>
<h3>Hides Non-essential and Troublesome WordPress Dashboard Items</h3>
<ul>
<li>Hide the WordPress Settings menu</li>
<li>Hide the WordPress Plugins menu</li>
<li>Hide the WordPress Tools menu</li>
<li>Hide the WordPress Users menu</li>
<li>Hide the WordPress Appearance > Editor tab</li>
<li>Disable the theme installation button</li>
<li>Disable theme-switching buttons</li>
<li>Disable the WordPress Core Updates button</li>
</ul>
<p>(More options in <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a>)</p>
<h3>Simple Client Dashboard PRO also provides Third Party Plugin Constraints</h3>
<p>Upgrade to <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a> to get even more control over how the Admin role can interact with popular third party plugins.</p>
<p>Other user role solutions expect you to enter raw code names for permissions or are limited to capabilities that WordPress exposes by default. While Simple Client Dashboard takes it a step further by custom coding beyond standard WordPress permissions.</p>
<ul>
<li>Advanced Custom Fields – Hide ACF menu and settings, including definitions, rules, and fields.</li>
<li>Custom Post Types – Restrict ability to create Custom Post Types.</li>
<li>Contact Form 7 – Restrict the ability to create new forms, delete forms, and edit forms but allow the Admin role to view submissions.</li>
<li>Draw Attention – Restrict ability to add Draw Attention images.</li>
<li>Easy Digital Downloads – Allow the Admin role to manage products, manage customer payments, manage reports & sales data, and/or manage settings</li>
<li>Five Star Business Profile and Scheme – Hide business profile settings.</li>
<li>Gravity Forms – Restrict the ability to create new forms, delete forms, and preview forms. Only allow the Admin role to edit forms and view submissions.</li>
<li>iThemes Security – Hide iThemes security menus and settings.</li>
<li>Jetpack – Hide the Jetpack stats.</li>
<li>LearnDash – Restrict permissions to edit courses, assignments, groups and the group leader.</li>
<li>Ninja Forms – Restrict the ability to import and export forms, manage settings or extensions, and view the system status. Only allow the Admin role to edit forms and view submissions.</li>
<li>Redirection – Remove permission to manage URL redirection settings.</li>
<li>Revolution Slider – Restrict access to the Revolution Slider menu.</li>
<li>Simple Custom CSS – Hide option to add CSS.</li>
<li>SiteGround Optimizer – Hide the Optimizer settings menu.</li>
<li>Sucuri Scanner – Hide security scan information.</li>
<li>TablePress – Hide the TablePress Options screen. Only allow the Admin role to show, edit, import, and export TablePress content.</li>
<li>The Events Calendar – Restrict the Admin role’s ability to manage and delete events, venues, and organizers.</li>
<li>WooCommerce – Hide the settings. Only allow the Admin role to edit & view products, coupons, or orders, allow the Admin role to view reports.</li>
<li>Wordfence – Hide the Wordfence Dashboard Widget</li>
<li>WordPress Plugins – Restrict ability to install, activate, update, edit, and delete plugins.</li>
<li>WordPress Themes – Restrict ability to install, update, switch, edit, or delete themes. Only allow the Admin role to edit theme options such as widgets, menus, and the Customizer.</li>
<li>WP All Import – Remove ability to use WP All Import Settings Menu.</li>
<li>Yoast SEO – Hide Yoast SEO settings menu and hide the SEO meta box when editing pages/posts.</li>
</ul>
<h3>2.1.7.1</h3>
<ul>
<li>New: Added support for Jetpack Stats</li>
</ul>
<h3>2.1.7.0</h3>
<ul>
<li>New: Added GoPricing Plugin Support</li>
<li>New: Added Revolution Slider Plugin Support</li>
<li>New: Added Boss Theme Support</li>
<li>New: Added Canvas Theme Support</li>
<li>New: Added Genesis Theme Support</li>
</ul>
<h3>2.1.6.1</h3>
<ul>
<li>Fixed: members_get_capabilities() conflict with Members plugin</li>
<li>Fixed: CF7 issues with update</li>
<li>Improved: EDD capabilities</li>
</ul>
<h3>2.1.6.0</h3>
<ul>
<li>New: Added Ninja Forms Plugin Support</li>
<li>New: Added LearnDash Plugin Support</li>
<li>New: Added Envato Toolkit Plugin Support</li>
<li>New: Added CPTUI Plugin Support</li>
<li>New: Added Wordfence Plugin Support</li>
<li>New: Added Google Analytics Plugin by Yoast Support</li>
<li>New: Added Divi Theme Support</li>
<li>New: Added NativeChurch Theme Support</li>
<li>Update: Improved Portuguese Language Support</li>
<li>Fixed: Contact Form 7 Support</li>
</ul>
<h3>2.1.5.0</h3>
<ul>
<li>New: Added Settings link in plugins list</li>
<li>New: Added Easy Digital Downloads Module</li>
<li>New: Added iThemes Exchange Module</li>
<li>New: Added WooCommerce Module</li>
<li>New: Added Event Espresso Module</li>
<li>New: Added Events Calendar Module</li>
<li>New: Added WP All Import Module</li>
<li>New: Added Siteground SuperCacher Module</li>
<li>New: Theme support for Avian theme</li>
<li>New: Theme support for Cardinal theme</li>
<li>New: Theme support for Ken theme</li>
<li>New: Theme support for Total theme</li>
<li>Update: Improved Gravity Forms Module</li>
<li>Update: Improved i18n</li>
<li>New: Serbian Language Support</li>
<li>New: Portuguese Language Support (PT & BR)</li>
<li>Fix: multisite activation bug with _blogs() function</li>
<li>Fix: Improve Yoast SEO module</li>
<li>Fix: Fatal error with CF7 module</li>
<li>Fix: config array error on Multisite</li>
<li>Fix: removed Administrator from editable roles</li>
</ul>
<h3>2.1.3.1</h3>
<ul>
<li>Improved: Show Yoast metabox when editing pages (still hide settings) by default</li>
</ul>
<h3>2.1.3.0</h3>
<ul>
<li>New: Hide Users menu (often requested, and really the webmaster user couldn’t do much in this screen anyway)</li>
<li>New: Add support for ACF5 (hide Custom Fields Menu compatible with new version)</li>
<li>New: Add support for Contact Form 7</li>
<li>New: Add support for iThemes Security</li>
</ul>
<h3>2.1.2.1</h3>
<ul>
<li>New: Add support for TablePress [https://wordpress.org/plugins/tablepress/]</li>
</ul>
<h3>2.1.2.0</h3>
<ul>
<li>Multisite bugfix: Prevent webmaster from removing users from individual sites</li>
<li>Multisite bugfix: Stop removing Settings & Tools from network administrator</li>
</ul>
<h3>2.1.1.1</h3>
<ul>
<li>New: Now hides non-essential dashboard items</li>
<li>Fixed: Fixes a conflict with Mizzo theme (thanks djesch)</li>
</ul>
<h3>2.1.1.0</h3>
<ul>
<li>New: Add support for Sucuri Scanner [https://wordpress.org/plugins/sucuri-scanner/]</li>
<li>New: Add support for Advanced Custom Fields [https://wordpress.org/plugins/advanced-custom-fields/]</li>
<li>New: Remove tools menu – so webmaster users can’t import/export/migrate/find&replace</li>
</ul>
<h3>2.1.0.9</h3>
<ul>
<li>New: Add support for Ultimate Branding [http://premium.wpmudev.org/project/ultimate-branding/]</li>
</ul>
<h3>2.1.0.8</h3>
<ul>
<li>Improved: Add Gravity Forms edit_forms capability as an option (only allows entry viewing by default) via filter:<br />
add_filter( ‘td-webmaster-user-roleoption_cap_gravityforms_edit_forms’, __return_true );</li>
</ul>
<h3>2.1.0.7</h3>
<ul>
<li>New: Remove settings menu from wp-admin</li>
</ul>
<h3>2.1.0.5</h3>
<ul>
<li>New: Remove capability to delete users</li>
</ul>
<h3>2.1.0.4</h3>
<ul>
<li>New: Add “editor” cap for role so plugins checking for “editor” explicitly work</li>
</ul>
<h3>2.1.0.3</h3>
<ul>
<li>New: Remove capabiilty to add, edit, promote users</li>
<li>New: Remove capability to update core</li>
</ul>
<h3>2.1.0.2</h3>
<ul>
<li>Initial Release</li>
</ul>


Simple Client Dashboard

Restrict permissions with Simple Client Dashboard. Our new "Admin" user role between Administrator and Editor is perfect for clients and Webmasters.

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>Frontend 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.</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.

Simple Client Dashboard vs Client Power Tools Portal