Description
Oadev Client Workspace Manager helps agencies, freelancers, consultants, and service businesses run private client workspaces directly in WordPress.
Give clients a single place to view project updates, open shared files, access important links, complete checklist steps, and open invoice/payment links.
Clients sign in with standard WordPress authentication and only see the workspaces assigned to them.
Features
- Private client workspaces
- Client dashboard
- Branded client login using WordPress authentication
- Automatic Client Workspace page creation
- Assigned client users
- Multiple workspaces
- Project updates
- File sharing with Open File
- Important links with Open Link
- Checklist / next steps
- Mark as Complete
- Invoice/payment links
- Demo workspace generator
- Restrict clients to portal only
- Mobile-friendly portal
Shortcodes
Official shortcode:
[oacwm_client_dashboard]
The client workspace page is created automatically on activation. To add it manually, place [oacwm_client_dashboard] on any page.
Source Code
The plugin includes human-readable JavaScript and CSS source files. The admin JavaScript source is included at assets/src/admin.js.
No build step is required. The JavaScript is written in plain browser JavaScript and included in readable form.
Installation
- Upload the
oadev-client-workspace-managerfolder to the/wp-content/plugins/directory. - Activate the plugin through the Plugins menu in WordPress.
- Go to Settings General.
- Configure portal behavior as needed.
- Create or assign a client user.
- Create one or more workspaces and assign them to clients.
- Add updates, files, links, checklist items, and invoice links.
- Open the automatically created Client Workspace page, or place
[oacwm_client_dashboard]on another page if you prefer a custom portal page.1. Upload theoadev-client-workspace-managerfolder to the/wp-content/plugins/directory. - Activate the plugin through the Plugins menu in WordPress.
- Go to Tools Client Workspaces.
- Create or choose a WordPress user for your client and set the role to Client Workspace.
- Create a workspace and assign it to the client.
- Add updates, files, links, checklist items, and invoice links.
- Open the automatically created Client Workspace page, or place
[oacwm_client_dashboard]on another page if you prefer a custom portal page. - Share the Client Workspace page with your client.
FAQ
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Can clients see other clients’ workspaces?
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No. Clients can only access workspaces assigned to them.
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Does this plugin include a client login?
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Yes. Clients use WordPress authentication and can access their portal from the dashboard page.
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Can clients mark checklist items complete?
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Yes. Checklist items can be completed in the portal when enabled.
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Yes. Workspaces support files with Open File and important links with Open Link.
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Can I create a sample workspace quickly?
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Yes. The demo workspace generator helps you test and preview the portal flow.
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Can I restrict clients to only the portal?
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Yes. You can enable “Restrict clients to portal only” in Settings General.
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Is there a Pro version?
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A separate Pro edition is available outside WordPress.org for advanced workflows. The WordPress.org plugin is fully functional and does not require a paid service.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Oadev Client Workspace Manager” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Oadev Client Workspace Manager” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- Initial public release.
- Added private client workspaces and client dashboard.
- Added branded client login and assigned client access.
- Added project updates, files, links, and checklist flow.
- Added Mark as Complete and invoice/payment link support.
- Added demo workspace generator and portal restriction setting.