Powerful Features

Included with your WP-Streamline plan are very powerful features.

Private & Secure Client Portals

image of our clients

Creates private and secure areas on your site that are uniquely permissioned to a particular client or clients. Everything is structured seamlessly and intuitively so that both you are your client are comfortable within the framework. You can create as many clients/client areas as you like.

Estimates & Invoicing Feature > Online Payments

image of a contract

Full featured Estimates & Invoicing complete with the ability to Pay Online. Customize with your logo – Use pre-created Items to build Estimates/Invoices quickly – Convert Estimate to Invoice in one click – Send to Client as PDF attached to email – Online Payment with IPN confirmation

Secure File Upload & Download

image of man with shield

Allows site owner to upload files that are exclusively permissioned to a particular client or set of clients, and optionally send automatic email notifications to the client(s) about the new file. Permits clients to upload files to their Client Area, and admins and assigned managers are automatically notified via email of the new file upload.

Simple Process to add clients > Customize the Data you collect

image of User ID badge

Easily allows the site manager to assign a username/password for the Client – Plugin can also email this information to the client automatically using a pre-formatted email. Create custom fields to collect the data that’s relevant to YOUR business, and display those fields inside the Portal

Allow Clients to register themselves

image of user and laptop for registration

A custom registration form allows you let clients register themselves, and after approval from admin, those clients exist inside the plugin just as if they were added manually or imported. This allows the client to choose their own username/password, and makes the process easier.

Create Client Circles

image of clients circles

Gather your clients into Circles, and then use those associations to easily assign permissions to files & Portal Pages for a wide range of clients with one simple step. Each individual resource can be customized to be accessible by entire circles, or only select clients/members. It’s all up to you!

Assign Client Managers

image of client managers

Client Manager feature allow the site owner to designate a “manager” for each client that is added. All communications and file uploads associated with that client will be directed to the appropriate client manager. Each client/member can have multiple managers, and each manager can have multiple clients/members.

Option to require payment for access to Portals

image of client and a dollar sign

You can configure the registration process to require payment before the user can access their Private Portal. User simply fills out your customized registration form, and is then given a choice of payment gateways. Payment is verified before granting access to that user.

Clients can create unique credentials for each staff member

image of staff credentials image

Client Staff feature permits the client to add users on the client side. Client Staff will have all the permissions and access of the parent client, and be able to interact with the site owner admin, but using a separate login.

Intuitive File Management & Categorization

image of file management image

Permits categorizing of files so that you and your clients can easily categorize and organize the files that you’re sharing
Ability to edit category names, re-assign files to categories, and sort category names using drag/drop interface
Categories can be optionally assigned to clients/members and Circles, allowing you to automatically provide access to large groups of files at one time

Remote File Support

image of world man

Permits you to host your large files at Amazon S3, iCloud, Dropbox or other advanced cloud based storage, and still easily include the link in your client’s HUB Page.

Private Messaging

image of private messaging

A proprietary private messaging system allows your clients to communicate with you in total privacy, right inside the client portal area.
Emails are sent containing the content of the private message along with a one-click link that allows you to respond securely to that message.

Client Login Alerts

image of alert of client logins image

Lets you know when Clients login to their portal successfully, so you’ll know that your system is working correctly, and who is accessing their client portals. Also will alert you to login failures so you can quickly follow up with the Client to be sure they have the support they need to get logged in.

Easily Add/Remove Permissions

image of clipboard

Clients are added to a global list, so any Portal Page can be assigned to a particular client by using a simple check box selection menu in the “Edit Page/Post” interface. Portal Pages can also be “bulk” assigned from the grid menu. The advanced File Management interface gives you the power to easily assign/unassign permissions to any/all files.

Start creating & using WordPress Client Areas / Portals today

image of board meeting

WP-Streamline makes it easy! You can customize all components!
All your client management needs taken care of by one plugin
Advanced File Management Component
Private Messaging Component
Social Media Integration Component

Effectively interface with a wide range of users

image of two clients holding hands

• Clients
• Customers
• Colleagues
• Collaborators
• Employees
• Staff
• Students
• Patients
• Vendors
• Affiliates
• Members
• Family
You can host the files on your site’s hosting, or FTP them anywhere, including Amazon S3, and still make them easily available to your users.
Simply purchase the WP-Streamline plan along with your order. WP-Streamline requires hosting from our parent company, Streamworks Media, LLC.