{"id":292845,"date":"2026-04-06T18:35:33","date_gmt":"2026-04-06T18:35:33","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/signoffflow-client-approval-workflow-client-portal\/"},"modified":"2026-04-06T18:38:06","modified_gmt":"2026-04-06T18:38:06","slug":"signoffflow-client-approval-workflow","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/signoffflow-client-approval-workflow\/","author":23430804,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"1.0.0","tested":"6.9.4","requires":"6.0","requires_php":"7.4","requires_plugins":null,"header_name":"SignoffFlow - Client Approval Workflow & Client Portal","header_author":"Vasileios Zisis","header_description":"Private client portal for service businesses with updates, files, and client requests.","assets_banners_color":"243e53","last_updated":"2026-04-06 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portal dashboard with Action required"},{"src":"https:\/\/ps.w.org\/signoffflow-client-approval-workflow\/assets\/screenshot-2.png?rev=3500090","caption":"Updates timeline inside the client portal"},{"src":"https:\/\/ps.w.org\/signoffflow-client-approval-workflow\/assets\/screenshot-3.png?rev=3500090","caption":"Files area with protected client downloads"},{"src":"https:\/\/ps.w.org\/signoffflow-client-approval-workflow\/assets\/screenshot-4.png?rev=3500118","caption":"Requests checklist with client completion actions"},{"src":"https:\/\/ps.w.org\/signoffflow-client-approval-workflow\/assets\/screenshot-5.png?rev=3500090","caption":"SignoffFlow settings and notification toggles"},{"src":"https:\/\/ps.w.org\/signoffflow-client-approval-workflow\/assets\/screenshot-6.png?rev=3500090","caption":"Event Log showing audit and email-attempt entries"}],"raw_content":"\n

SignoffFlow is a client portal<\/strong> plugin for agencies, freelancers, and service teams.<\/p>\n\n

Create a private portal workspace per client account where you can:\n* Share project updates<\/strong> (timeline)\n* Share files<\/strong> with protected downloads\n* Send client requests\/tasks<\/strong> and track completion<\/p>\n\n

Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.<\/p>\n\n

This plugin only outputs front-end content on the portal page via the [cliapwo_portal]<\/code> shortcode.<\/p>\n\n

Use cases<\/h3>\n\n
    \n
  • Collect client confirmations on deliverables and tasks<\/li>\n
  • Keep client communication out of email threads<\/li>\n
  • Share files securely with per-client access control<\/li>\n
  • Provide a branded agency client portal experience<\/li>\n<\/ul>\n\n

    Getting started<\/h3>\n\n
      \n
    1. Go to SignoffFlow > Settings<\/code>.<\/li>\n
    2. Use the Quick setup<\/code> panel to create a sample portal page, or create a page manually and add [cliapwo_portal]<\/code>.<\/li>\n
    3. Confirm that page is selected as the portal page in SignoffFlow settings.<\/li>\n
    4. Create a client account in SignoffFlow > Clients<\/code> and assign one or more WordPress portal users.<\/li>\n
    5. Add updates, files, and requests for that client account.<\/li>\n
    6. Log in as an assigned portal user to view the portal and complete requests.<\/li>\n<\/ol>\n\n\n
        \n
      1. Upload the plugin folder to \/wp-content\/plugins\/<\/code> or install it as a zip in WordPress.<\/li>\n
      2. Activate SignoffFlow<\/strong> through the WordPress Plugins screen.<\/li>\n
      3. Go to SignoffFlow > Settings<\/code>.<\/li>\n
      4. Use the optional Quick setup<\/code> panel to create a sample portal page automatically, or create your own page and add the [cliapwo_portal]<\/code> shortcode.<\/li>\n
      5. Confirm the portal page is selected in SignoffFlow settings.<\/li>\n
      6. Create a client account in SignoffFlow > Clients<\/code>.<\/li>\n
      7. Assign one or more WordPress portal users to that client account.<\/li>\n
      8. Add updates, files, and requests for that client account.<\/li>\n<\/ol>\n\n\n
        \n

        Who can see a client portal?<\/h3><\/dt>\n

        Only WordPress users assigned to that client account, plus staff users with the cliapwo_manage_portal<\/code> capability.<\/p><\/dd>\n

        How are files protected?<\/h3><\/dt>\n

        Clients receive protected download links that go through an access-checked endpoint. Files are stored in a dedicated cliapwo-private<\/code> uploads subdirectory instead of standard public Media Library URLs, and the portal UI does not expose raw file paths.<\/p>\n\n

        Apache hardening files are created automatically for that directory. Nginx hosts may still need an equivalent deny rule added at the server level.<\/p><\/dd>\n

        Does the plugin send email notifications?<\/h3><\/dt>\n

        Yes. SignoffFlow can send request, update, and file notifications with wp_mail()<\/code> to all WordPress users assigned to the related client account. Notification types can be toggled in SignoffFlow > Settings<\/code>.<\/p><\/dd>\n

        Can I test notifications on a local site?<\/h3><\/dt>\n

        Yes, but local mail delivery depends on your environment. SignoffFlow records Email attempt<\/code> entries in the Event Log for each notification. If WordPress cannot confirm delivery, SignoffFlow also shows a dismissible admin notice on its own screens so you can check the Event Log and review your mail transport.<\/p>\n\n

        The Notifications settings screen also includes an Email delivery help section with a simple test flow and recommendations for Mailpit, MailHog, SMTP, Postmark, and Mailtrap.<\/p><\/dd>\n

        Can developers customize the portal styling?<\/h3><\/dt>\n

        Yes. The portal uses a stable root wrapper (.cliapwo-portal<\/code>), documented CSS variables, and a small set of filters for wrapper classes, section classes, and inline style variables.<\/p>\n\n

        For installed sites, see the Portal styling help note in SignoffFlow > Settings<\/code>. Customizations should be added from a theme or site-specific plugin rather than by editing SignoffFlow directly.<\/p><\/dd>\n\n<\/dl>\n\n\n

        1.0.0<\/h4>\n\n

        Initial release.<\/p>","raw_excerpt":"Client portal for agencies: share updates, files, and client requests privately.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/292845","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=292845"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/vzisis"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=292845"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=292845"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=292845"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=292845"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=292845"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=292845"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}