前言介紹
- 這款 WordPress 外掛「Constellation Client Portal」是 2022-01-23 上架。
- 目前有 10 個安裝啟用數。
- 上一次更新是 2025-04-01，距離現在已有 32 天。
- 外掛最低要求 WordPress 6.0.0 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。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
client portal | private files | private pages | Private Posts | customer portal |
內容簡介
將您的 WordPress 網站轉換為專業的客戶入口網站，並優化您的運營。創建私人頁面供您的客戶、顧客和團隊成員使用，將他們授權以便在一個中央位置獲取私人文件、檔案和發票。
升級到 專業版 並與 WooCommerce 整合，接受發票和服務的付款。
特點
為您的客戶、顧客和團隊成員創建私人頁面。
為您的客戶創建私人發票和檔案，並通過簡單易用的短碼在其私人客戶頁面上顯示。
通過防止用戶、搜索引擎和機器人直接訪問客戶檔案，保護檔案安全。
分配 WordPress 用戶到公司。
將用戶（例如：顧問）分配到多個公司，讓他們可以訪問分配給不同公司的檔案。
通過簡單易用的短碼輕鬆添加客戶頁面的精選發票和文件列表。
專業版
在登錄時自動重定向客戶到其私人客戶頁面（可選的登錄重定向設置）。
將您的發票與 WooCommerce 整合，在未付款的發票上添加支付按鈕，並從您的客戶和顧客接受付款（需要 WooCommerce）。
在創建新的檔案或發票帖子時自動向客戶發送電子郵件通知。
按照時間表自動發送提醒電子郵件通知。
在發票和檔案中添加到期日期和逾期通知。
通過用戶和角色進一步限制公司內的檔案和發票訪問權限。
通過用戶和角色限制檔案和發票類別訪問權限。
向檔案和發票帖子添加內部備註。
將檔案和發票列表導出為 CSV。
使用案例
Constellation 客戶入口網站具有廣泛的功能，可幫助您與客戶、顧客、團隊成員、房客或小組進行互動。它專業、可擴展且通用，可與許多操作和工作流程整合。
示例用例區域
企業和專業人士-與客戶、顧客、員工、承包商和供應商進行互動。
自由職業者-與客戶、顧客、承包商和供應商進行互動。
項目經理/團隊-與利益相關者、承包商、專案成員和供應商進行互動。
團隊-與團隊成員、員工、聯盟成員、供應商和承包商進行互動。
團體和組織-與團體成員和其他合作夥伴進行互動。
短碼
未支付發票清單
［accp_clientinvoices invoice_status=”unpaid”］
已支付發票清單
［accp_clientinvoices invoice_status=”paid”］
發票短碼參數
invoice_status - 其值爲發票的付款狀態。 接受的值：「paid」或「unpaid」。 默認值: 「unpaid」。
display_number - 每頁顯示的文章數。接受的值：任何正整數。默認值：-1（顯示在查詢中返回的所有文章）。
order_by - 允許按文章標題而非日期排序。 接受的值：「title」或「date」。 默認值「date」。
order - 允許更改排序順序。接受的值：「ASC」或「DESC」。默認值「DESC」。
show_excerpt - 允許顯示每個列表項目的文章節錄。 接受的值：「true」或「false」。默認值「fa
原文外掛簡介
A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.
Upgrade to the Pro version and integrate with WooCommerce to accept payments for invoices and services.
Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.
Features
Create unlimited private pages for your clients, customers, and team members.
Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.
Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.
Prevent direct access to client files by users, search engines, and bots.
Assign WordPress users to Companies.
Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.
Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.
Pro
Automatically redirect clients to their private client page at login (optional login redirect setting).
Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).
Change the Client Page URL base name from “accp-client-page” to a name of your choosing.
Automatically send email notifications to clients when a new File or Invoice post is created.
Automatically send reminder email notifications on a schedule.
Easily customize the look of client-facing lists and pages.
Display client-facing lists in list or grid layout.
Easily generate, save, and edit file and invoice shortcodes within the plugin settings.
Add due dates and past due notices to invoices and files.
Further restrict file and invoice access within a company by user and role.
Restrict file and invoice category access by user and role.
Add internal notes to File and Invoice posts.
Export file and invoice lists to CSV.
Create global client pages that can be accessed by multiple companies.
Create global client files that can be accessed by more than one company.
Use Cases
Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups. It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.
Example Use Case Areas
Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.
Freelancers – Interface with clients, customers, contractors, and vendors.
Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.
Teams – Interface with team members, staff, affiliates, vendors, and contractors.
Groups and Organizations – Interface with group members, and other affiliates.
Shortcodes (Core)
The shortcode parameters, below, are for use with the core version of the plugin. The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.
Unpaid Invoice List
[accp_clientinvoices invoice_status="unpaid"]
Paid Invoice List
[accp_clientinvoices invoice_status="paid"]
Invoice Shortcode Parameters
invoice_status this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.
display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
categories Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.
link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.
class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.
Document/File List
[accp_clientfiles]
File Shortcode Parameters
categories Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.
display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).
order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.
order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.
show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.
excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.
show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.
thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.
align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.
show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.
link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.
class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.
Global Files (Pro)
[accp_global_files]
Company Menu (Pro)
[accp_company_menu]
Company Menu Shortcode Parameters
excluded_page_ids – this allows for pages that are assigned to a given company to be excluded from the company menu. Accepts a comma separated list of Client Page ID’s. Default = null.
list_style – this allows the UL orientation to be changed. Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.
align – this allows for the menu alignment to be set. Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.
Documentation
Quick Start Guide – Follow the quick start guide to quickly set up the initial foundation for your client portal.
Plugin Documentation – View the plugin documentation for other helpful information.
Support
Email technical support is provided for active Pro licenses.
If you have installed the free version, or do not currently have an active Pro license, you can still view the support forum, and/or post to the forum by registering and logging in.
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「Constellation Client 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。
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