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Plugin Description
Share files with your client and integrate your existing workflows to keep client’s returning to your WordPress site. Includes the ability to invite your team members to manage workflows and edit content too.
The Client Suite plugin allows you to add an unlimited number of companies and contacts. Each company can be added and given a private login to view content shared only with them.
2 Client Contact User Roles
- Company Contact user role is a user defined by a specific office location. A company contact can only view content shared with their office location page.
- Corporate Contact user role is a user defined by their company headquarter location. A corporate contact can view content shared with each office location.
How to setup customer, customer locations and contacts
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Activate the plugin, get your account and view the dashboard page on the frontend.
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Add a customer and customer location workspace page to launch a sharing area for one of your clients. Then invite contacts to share files, meeting notes and action items.
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Notification emails alert you to changes, updates and new content.
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Add-ons include workspaces for approval requests, project management tasks and more.
Screenshots
No screenshots provided
