Description
kosubmit portal lite is the missing link between Forminator forms and client management. It transforms form entries into a dynamic dashboard where Admins, Staff, and Clients can interact with submissions.
Why use kosubmit portal lite?
If you use Forminator for applications, orders, or intake forms, you likely struggle to manage them after submission. kosubmit portal lite solves this by giving every entry a “Status,” an “Owner,” and a secure dashboard “Home.”
Core Features:
- Role-Based Access: Dedicated dashboards for Admins (overview), Staff (assigned tasks), and Clients (submission history).
- Workflow Tracking: Move submissions through professional statuses like “New,” “In Process,” “Awaiting Docs,” and “Complete”.
- Staff Assignment: Assign specific entries to staff members for better team management.
- Document Center: Clients can upload requested supporting documents directly to their specific submission.
- Internal Communication: Add private staff notes to entries to keep your team on the same page.
- Secure & Private: Clients only see their own data; Staff only see their assigned work.
- Automated Notifications: Basic, professional email alerts for status changes, document uploads, and staff account creation.
Pro Features (Available at www.kosubmit.com):
- QuickBooks Online Integration: Automatically generate Customers and Invoices from form submissions.
- Custom Email HTML & Branding: Edit notification templates, inject your logo, and use dynamic variables in subject lines.
- Client Data Export: One-click CSV exporting for your entire client list.
- Printable Records: Generate clean, professional, printer-friendly views of submissions.
- Advanced White Labeling: Full control over colors, fonts, and branding to perfectly match your agency.
Installation
- Ensure Forminator is installed and active.
- Upload the
kosubmit-portal-litefolder to the/wp-content/plugins/directory. - Activate the plugin through the ‘Plugins’ menu in WordPress.
- Create a new page (e.g., “Portal”) and add the shortcode:
[kopor_portal]. - Go to kreativekabbage kosubmit portal lite > Settings to configure your Forminator field mappings.
FAQ
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Does this work without Forminator?
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No. This plugin is specifically built to extend Forminator.
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How do clients view their dashboard?
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Clients must be logged-in users with the
kopor_clientrole. Place the[kopor_portal]shortcode on any page to render their submission history. -
Can I customize the colors?
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The Lite version uses a theme-independent CSS strategy that inherits your site’s primary colors. Full manual branding control is available in the Pro version.
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My dashboard isn’t updating or deleted items reappear!
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kreativekabbage kosubmit portal lite displays live, real-time data. You must exclude your Portal page URL from all caching plugins (like LiteSpeed, WP Rocket, or W3 Total Cache) and host-level caching. If the page is cached, your clients and staff will see outdated information.
Reviews
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Contributors & Developers
“kosubmit portal lite” is open source software. The following people have contributed to this plugin.
Contributors
Translate “kosubmit portal lite” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
12.1.7
- Compliance: Completely rebranded the plugin to “kosubmit portal lite” to strictly adhere to WordPress.org trademark and naming guidelines.
- Compliance: Standardized the translation text domain to
kosubmit-portal-liteacross the entire codebase. - Codebase: Implemented DRY principles for external URLs by dynamically referencing the upsell class constant.
12.1.6
*UX/UI Update: Implemented a modernized 6-column responsive grid for Client and Staff dashboards, including compact status badges that automatically extract progress percentages.
*Feature: Redesigned the “Settings” button logic to display a professional, vertically centered “Profile Unavailable” modal for clients, preventing unauthorized access to the WordPress backend.
*Feature: Enhanced the “Logout” system to automatically redirect users back to the portal page, triggering the custom “Access Required” UI.
*Documentation: Updated the “Quick Guide” with dedicated setup instructions for primary action buttons, security configurations, and secondary form mapping (uploads).
*Bug Fix: Resolved a CSS specificity conflict that interfered with modal button styling and removed hidden containers that caused vertical alignment issues.
12.1.5
- Structural Update: Successfully separated Free and Pro features to strictly comply with WordPress.org repository guidelines.
- Compliance: Removed all arbitrary trialware limits (Entries/Staff). Full standard pagination added to free dashboards.
- Feature: Added a basic automated email notification engine for status updates, document requests, and staff creation.
- UX/UI: Modernized toast notifications, implemented tab memory, and added persistent caching warnings.
- Cleanup: Completely removed dormant code, QuickBooks stubs, and unused notification assets from the free tier.
12.1.4
- Security: Added explicit
wp_verify_nonce()andcurrent_user_can()checks to all AJAX endpoints. - Security: Sanitized all
$_SERVERvariables usingsanitize_text_field(wp_unslash()). - Compliance: Replaced all inline
<script>and<style>tags with secure WordPress API calls. - Compliance: Removed direct
require_onceinclusion of core WordPress files.
12.1.3
- Prefixing: Standardized on unique ‘kopor_’ prefix across all files for repository compliance.
- Sanitization: Added
sanitize_callbackto all settings and improved input unslashing.