[WordPress] 外掛分享： Client Power Tools Portal

WordPress 外掛 Client Power Tools Portal 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「Client Power Tools Portal」是 2020-10-01 上架。
  • 目前有 50 個安裝啟用數。
  • 上一次更新是 2025-03-17，距離現在已有 47 天。
  • 外掛最低要求 WordPress 5.5 以上版本才可以安裝。
  • 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
  • 有 2 人給過評分。
  • 論壇上目前有 1 個提問，問題解答率 100% ，不低，算是個很有心解決問題的開發者團隊了！

外掛協作開發者

samglover |

外掛標籤

portal | frontend login | restrict content | client management | project management |

內容簡介

客戶電源工具是為獨立承包商、顧問和專業人員打造的。您可以在自己的網站上給客戶提供一個儀表板，讓他們可以查看項目狀態、在只有客戶的知識庫中訪問信息和資源、查看其他只有客戶的頁面，以及與您溝通！

前端入門和登錄

所有客戶互動都在您的網站前端進行，具有乾淨的模式登錄表單——無需密碼！客戶電源工具將與大多數主題融為一體。

客戶儀表板

客戶隨時可以登錄您的網站上的儀表板。

儀表板使用常規的 WordPress 頁面，因此您可以像添加任何其他頁面一樣將您的客戶儀表板添加到您的菜單中。或者您可以在需要的任何地方包括鏈接，比如您的博客文章、電子郵件通訊等。唯一的區別是客戶儀表板僅對已登錄的客戶可見。

您可以更改默認儀表板頁面的名稱或永久鏈接，或選擇不同的頁面。

各模塊

每個模塊可以獨立啟用或禁用。

狀態更新請求按鈕模塊

客戶想知道事情的進展情況！

客戶儀表板上的狀態更新請求按鈕使客戶可以輕鬆地提示您更新狀態。一旦客戶單擊按鈕，他們將在 30 天內看不到它——或者您可以將該數字更改為適合您的間隔。

您可以指定一個額外的電子郵件地址來接收所有狀態更新請求，以便您高效地做出回應。

消息模塊

使用客戶電源工具與客戶進行通信可以使您所有的消息都在同一個地方，進行統一管理，以免遺漏。

當您向客戶發送消息時，他們將收到一封帶有指向客戶儀表板的鏈接的電子郵件通知，以便他們可以閱讀和回復。或者您可以按照默認或消息逐個消息地發送完整消息。

知識庫模塊

知識庫是一個只有客戶的頁面——或者是一組頁面——您可以用來與客戶分享信息和資源。

就像客戶儀表板一樣，知識庫是一個常規的 WordPress 頁面，具有一些特殊功能。您可以添加任意多個子頁面——知識庫選項卡將使用下拉索引和麵包屑導航來幫助您的客戶找到所需信息。

自定義

客戶電源工具的設計可根據您的需要進行自定義。以下是一些可以根據您的需要更改的內容：

啟用/禁用所有非核心模塊。（截至 1.4 版本，非核心模塊是狀態更新請求按鈕、消息和知識庫。）

附加頁面。限制您網站上的任何頁面只對已登錄的客戶可見。

新客戶郵件。您可以自定義發送給新添加客戶的電子郵件，以使其反映您所選擇的名字、電子郵件地址、主題行和信息。

客戶 ID。在添加或更新客戶時，您可以添加自定義客戶 ID。

客戶狀態。您可以自定義默認狀態（可能、活動、非活動）。

客戶經理。您可以設置默認客戶經理，並向每個客戶分配不同的客戶經理。

顯示/隱藏狀態更新請求按鈕。狀態更新請求按鈕是一種讓客戶更好地自主的方式，但如果您不想使用它，可以關閉。

狀態更新請求頻率。更改狀態更新請求按鈕對客戶可用的頻率。

狀態更新請求收件人。指定一個人來收到所有狀態更新請求的通知。

原文外掛簡介

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!
Front-End Onboarding & Login
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.
The Client Dashboard
Clients can log in to their dashboard on your website at any time.
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.
You can change the name or permalink of the default dashboard page, or select a different page entirely.
Modules
Each module can be enabled or disabled independently of the rest.
Projects & Stages Module
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.
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.
Knowledge Base Module
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.
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.
Status Update Request Button Module
Your clients want to know how things are going!
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.
You can designate an additional email address to receive all status update requests so you can respond efficiently.
Messages Module
Using Client Power Tools to communicate with your clients keeps all your messages in one place so nothing gets lost.
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.
Customization
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:

Enable/disable all non-core modules. (As of 1.4, the non-core modules are the Status Update Request Button, Messaging, and Knowledge Base.)
Customize project labels. 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.
Project types & stages. Add project types, and for each type specify the stages you want your client to be able to see on their progress bar.
Additional pages. Restrict any page on your website to logged-in clients.
New-client email. You can customize the email sent to newly added clients so that it reflects the name, email address, subject line, and messaging you prefer.
Client IDs. When adding or updating a client, you can add a custom client ID.
Client statuses. You can customize the default statuses (potential, active, inactive).
Client managers. You can set a default client manager and assign a different client manager to each client.
Show/hide the status update request button. 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.
Status update request frequency. Change how often the status update request button is available to your clients.
Status update request recipient. Designate one person to get notified of all status update requests.
Email notifications. 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.
Design. 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 documentation for more details.)

各版本下載點

  • 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
  • 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Client Power Tools Portal」來進行安裝。

（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。

1.2.1 | 1.3.1 | 1.5.6 | 1.6.5 | 1.7.8 | 1.8.6 | 1.9.3 | 1.10.3 | 1.11.0 | 1.11.1 | 1.4.11 |

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