adding clients / registration

murrayben
(@murrayben)

11 years ago

I am testing out your lite version, but I am having trouble registering clients. I have tried manually and also through the front end registration screen. Both seem to work but there is no email sent to activate the account or for me as an admin to approve the client.

Once registered, I have tried to login as the client but it won’t let me. Is this correct? It’s hard to test without being able to login.

Are email notifications working in the Lite version? I tried resending the welcome email but I don’t receive anything.

http://thebudgetcfo.com/portal/client-registration/

https://ww.wp.xz.cn/plugins/web-portal-lite-client-portal-secure-file-sharing-private-messaging/

Viewing 4 replies - 1 through 4 (of 4 total)

Thread Starter murrayben
(@murrayben)

11 years ago

For the email notifications, I think it is a problem on my side. I didn’t update my admin email and it’s trying to send through my personal email.

I did get a customer activated.

Thread Starter murrayben
(@murrayben)

11 years ago

Is there some return path email setting that I am missing? I xxx’d out my email for security reasons here, but it wants the return path through my personal yahoo account. I had my yahoo email as the admin email initially but changed it after I installed this plugin but it does not to change the return path. Maybe, I need to delete the plugin and start again.

X-Sender: [email protected]
Date: Thu, 28 May 2015 21:29:24 +0000
Return-Path: <[email protected]>
To: [email protected]
From: =?UTF-8?B?VGhlIEJ1ZGdldCBDRk8=?= <[email protected]>
Subject: Your Private and Unique Client Portal has been created
Message-ID: <[email protected]>
X-Priority: 3
X-Mailer: PHPMailer 5.2.7 (https://github.com/PHPMailer/PHPMailer/)
MIME-Version: 1.0
MIME-Version: 1.0
Content-Type: text/html; charset=UTF-8
Content-Transfer-Encoding: 8bit

Thread Starter murrayben
(@murrayben)

11 years ago

Sorry, for all the posts. I had to delete the plugin and reinstall. ONe question. I created a test account but the portal page seems to be accessible to the public? I logged out and can still access the page below.

http://thebudgetcfo.com/portal/portal-page/data-on-the-fly-3/

webportalhq
(@webportalhq)

11 years ago

Hi,

Sorry to hear you are encountering issues. For your privacy and security, please navigate to our Support Portal here https://support.webportalhq.com and submit a support ticket. Our Support Team will take care of you from there.

Thanks,

WP-Client Support Team

Viewing 4 replies - 1 through 4 (of 4 total)

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