
外掛標籤
開發者團隊
② 後台搜尋「SignoffFlow – Client Approval Workflow & Client Portal」→ 直接安裝(推薦)
原文外掛簡介
SignoffFlow is a client portal plugin for agencies, freelancers, and service teams.
Create a private portal workspace per client account where you can:
* Share project updates (timeline)
* Share files with protected downloads
* Send client requests/tasks and track completion
Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.
This plugin only outputs front-end content on the portal page via the [cliapwo_portal] shortcode.
Use cases
Collect client confirmations on deliverables and tasks
Keep client communication out of email threads
Share files securely with per-client access control
Provide a branded agency client portal experience
Getting started
Go to SignoffFlow > Settings.
Use the Quick setup panel to create a sample portal page, or create a page manually and add [cliapwo_portal].
Confirm that page is selected as the portal page in SignoffFlow settings.
Create a client account in SignoffFlow > Clients and assign one or more WordPress portal users.
Add updates, files, and requests for that client account.
Log in as an assigned portal user to view the portal and complete requests.
