PortalPilot – Client Portal, File Sharing And Client Management Wordpress Plugin - Rating, Reviews, Demo & Download
Plugin Description
PortalPilot turns your WordPress site into a client portal. Clients sign in on your own front end, open their files, write notes back to you and keep their profile up to date — without ever seeing the WordPress admin.
You work from a portal page inside the admin: one screen per client with their files, their notes, their profile and their permissions.
Managing clients
- Mark any WordPress user as a client from their profile screen, or while creating them
- A Clients view in the admin, filtered to just your clients
- A dashboard showing client, file, folder and note counts, plus recent registrations, file activity and notes from clients
- One portal page per client with Overview, Profile, Files, Notes and Permissions tabs
- Block a client’s portal access without touching their WordPress account
- Optional welcome email when you create a new client
File manager
- Upload files and build folders for each client, or let clients do it themselves
- Rename, move, trash, restore and permanently delete
- A trash view with restore and empty-trash
- Folder nesting up to five levels deep, or turn folders off entirely
- Mark any file or folder admin-only so the client never sees it
- Uploads up to 2 MB, capped by whatever your server allows
- Choose which file types are accepted: documents, images, spreadsheets, presentations, archives, audio
- Downloads are streamed by PHP, so real file paths are never exposed
- Optional email to the client when you add a file, asked each time or set once
Notes
- Write notes for yourself, or share them with the client
- Clients reply from their portal; their notes arrive on the client’s Notes tab
- Star notes you want to keep at hand, and filter by admin-only, shared, received, starred or trashed
- Trash and restore, with a per-client option to let clients delete their own notes
Client profiles and custom fields
- Clients edit their name, email, password and avatar themselves
- Built-in address fields with country and state or province lists
- Add your own fields: text, textarea, checkbox, checkboxes, radio, email and phone
- Phone fields include international formatting and country selection
- Decide per field whether it appears on registration, on the profile, or admin-only
- Mark fields required, and drag to reorder them
Permissions
- Global defaults for what clients may do: upload, create folders, rename files, rename folders, move files, move folders, trash files, trash folders, view trash, restore from trash, delete their own notes
- Override any of them for an individual client on their portal page
Sign-in, registration and passwords
- Front-end login, registration and password reset pages, built from your own pages
- Self-registration can be switched off, leaving account creation to you
- Custom messages for the portal welcome, access denied and registration disabled screens
- Choose where clients land after logging out
Email notifications
- Eight notifications, each one switchable: new client registered, file uploaded, client note received, client profile updated, welcome, admin added a file, admin shared a note, password reset
- Edit every subject and body in a visual editor
- Merge tags for
{{first_name}},{{last_name}},{{email}},{{site_name}},{{portal_url}},{{login_url}},{{file_name}},{{file_count}}and{{reset_url}} - Set the From name and address, and send admin notices to more than one recipient
- Sent with WordPress’s own
wp_mail(), so any SMTP plugin works alongside it
Security
- Nonce checks and capability checks on every form and AJAX endpoint
- Ownership checks so one client’s files and notes can never be reached by another
- Prepared statements for every database query
- Uploads validated three ways: an allowed-types list, a blocked list of executable types, and magic-byte inspection of the file itself
- Double-extension uploads rejected
- Files stored flat under UUID names in a protected directory, served only through PHP with no-store headers
For developers
- Actions and filters throughout for extending the plugin
- Custom tables rather than post types, and no REST API dependency
- Scripts and styles load only on PortalPilot screens
- Fully translatable through the
portalpilottext domain
Screenshots
Dashboard — client count, file and note totals, recent registrations and file activity at a glance.
Clients appear as a filtered view on the WordPress Users screen, with a Manage Portal link on every row.
One screen per client: summary counts, starred notes, recent files and recent notes.
The client’s files, in folders you control, managed from the admin side.
Notes read as a conversation. Mark a note admin-only, share it with the client, or star it.
Per-client permission overrides — each one inherits the global default until you change it.
Settings: choose the portal, login and register pages, and edit the messages clients see.
Add custom fields for client profiles and the registration form, and drag to reorder them.
What the client sees when they sign in: their stats, files and notes on your own front end.
Clients browse and download their own files without ever entering the WordPress admin.
Clients write back from the portal, and their replies land in the same thread you see.
The front-end login form, on a page of your choosing.
