Documentation — PortalWP WordPress Client Portal Plugin

💡 New to PortalWP? Start with Getting Started below — you'll have your first client portal live in under 5 minutes.

Getting Started

From zero to your first live client portal in under 5 minutes. Requirements, installation walkthrough, and the setup wizard explained step by step.

Install PortalWP via WordPress plugin uploader or FTP. Covers both methods, directory structure, and post-activation steps including permalink flush.

Set up your branding (logo, accent color), portal slug, email notifications, file storage limits, and all settings in the PortalWP admin panel.

Detailed guides for every PortalWP feature — file sharing, invoices, contracts with e-signature, project Kanban, async messaging, and PWA.

Connect Razorpay (UPI, NetBanking, Indian cards) or Stripe (global) to accept invoice payments directly in the client portal. Test and live modes.

Can't find what you need? Our support team responds within 24 hours. Pro plan users get priority support with a 4-hour response SLA.

Quick Start

Follow these steps in order. Each one takes under a minute.

WP Admin → Plugins → Add New → Upload Plugin → select PortalWP.zip → Install Now → Activate.

You'll be redirected automatically. Enter your brand name, pick an accent color, set your portal slug (e.g. portal), and skip payments for now.

PortalWP → Clients → Add New. Enter name + email. A magic link welcome email is sent instantly — no password needed.

Open your portal URL (e.g. yoursite.com/portal) in a private window. Click the magic link from the email — you're in.