Are you and your clients tired of contacting each other on a regular basis for minor tasks or to providing updates? And you want them to be able to access the project 24 hours a day, seven days a week without interfering with you?
Don’t worry, because in this article I’ll show you how to create extra logins and add a client dashboard using Projectopia for easy and secure communication. But first, let’s define a client dashboard and why a WordPress custom dashboard is the best choice for a secure client portal.
What exactly is a Client Dashboard?
Client Dashboard is a management tool that enables clients to interact with and access the agency/company. In other words, a “Client Portal” is a secure and unique area on a website where you can create a dedicated area for clients. Businesses can use the space to share project-related documents or information with their clients.
It is a modern and simple system that allows clients to get project updates 24 hours a day, seven days a week. Clients do not have to contact the company on a regular basis for minor tasks, and the company is less stressed as a result. It is, in a nutshell, adaptable, secure, and exactly what a company and its clients require for improved communication.
Why Should You Use WordPress to Build a Secure Client Portal?
It is necessary to create a secure client portal in order to keep all information between you and your clients private. As a result, we have WordPress to create a secure and user-friendly client portal/dashboard. The advantages of using WordPress to create a client portal are as follows:
- It becomes a centralised location for businesses/agencies to manage clients and project details.
- It lowers support costs because you don’t need customer support 24 hours a day, seven days a week because the client portal serves as a self-help system for clients and other users.
- You can manage all of your businesses within WordPress without the need for additional tools.
- Another reason to build a WordPress client dashboard is for financial management. In this section, you can share all billing updates and invoices.
These are just a few of the benefits of using WordPress to build a secure client portal. Now I’ll go over how to use this WordPress Plugin to create a WordPress client dashboard.
How can Projectopia Create Extra Logins For Your Clients?
In this section, I’ll show you how to easily create a client dashboard in WordPress using Projectopia.
Projectopia is one of the best WordPress project management plugins. Quotes and Estimates, Projects, Clients, Invoices, Client Dashboards, and many other features are included. It has been a lifesaver for many small agencies and businesses, which is why when it comes to creating a WordPress client dashboard, Projectopia is the first thing that comes to mind.
Let’s start with an easy way to add a client dashboard:
Download, install and configure the plugin.
The first step is to get the Projectopia plugin from CodeCanyon. The plugin should then be installed on your WordPress website. Finally, use the Setup Wizard to install the plugin.
Log in to the admin dashboard and navigate to the “Clients” section to “Add a Client.” There will be a “New Client” button there; click on it to go to the “Add New Client” page. Fill in the client information and then click the “Add Client” button. Fill out the contact preferences and add client files, custom alerts, and client contacts here.
Access the Client Dashboard
Once the client is added, you can share the login credentials with them either manually or via email. They can then access their dashboard via the Client Login page. Clients must, however, log in through Projectopia because it correctly redirects them to the WordPress custom dashboard. This is an example of a client dashboard.
Features of the Client Dashboard
Once in the Client Dashboard, you will notice several features, which I have explained in detail below. The Action Bar is located at the top of the client dashboard and contains options such as:
- Notifications: You will see a bell icon with all of your notifications displayed. It is beneficial to clients because they will be kept up to date 24 hours a day, seven days a week on new projects, alerts, invoices, open support tickets, and much more.
- Messages: This option is next to notification, and you can also access the message section via the “menu” sidebar at the bottom of the dashboard. By clicking the “New Conversation” button, you can start a new conversation with a user or a group of users. It also displays a table of conversations with members involved and message updates.
- Edit my Profile: In this section, you, as a client, can change all of your personal and company information that was created by the admin. You can also configure email notification preferences to keep your profile up to date.
- Client Files: Both admins and clients can upload documents to the Client fields (to learn how to add files, click on the ‘Client fields’ tab). It is useful because you can upload files that are important but not always related to projects, such as agreements, NDAs, and other documents.
- Contacts: This feature allows both admins and clients (with the appropriate permissions) to add users (client’s team members) in the same WordPress client dashboard. Client contact (for more information on this topic, click here) is one of the most useful features of Projectopia’s client dashboard for both admins and clients.
- Options for logging out: The Exit button logs the client out of the dashboard.
This Projectopia feature allows administrators to add alerts/warnings to the WordPress custom dashboard. Visit Projectopia Custom Alerts to learn how to add custom alerts.
The Main Menu
This is located on the dashboard’s left side and includes the Quotes/Estimates and Projects sections (that includes current and past projects, tells about project progress, status, and actions taken). Invoices, support tickets, and subscriptions are also included.
The update section is the landing page that provides the client with an overview of everything the client needs to know about the work. Invoices, Open Projects, Open Support Tickets, Project Updates, and Open Quotes are all included.
(Admins can customize the WordPress dashboard for clients, but the menu section and update landing page will be unavailable in that theme because it provides clients with a more simple, one-page layout look.) By going to plugin settings, you can personalize the WordPress dashboard for your clients. To learn how to customize, go to Dashboard Themes.
I hope you now understand how to create a client dashboard in WordPress using Projectopia. You can also try out Projectopia Demo to learn more and get a better understanding of how to add and use a client dashboard.