Hi @markkim,
I’m not sure if I understand what you mean. Are you referring to Client Portal page?
>does a user interface esiste for administrators
Are you looking for ways to view other CRM user’s Client Portal page? Or, your own Client Portal page?
> I mean is there a way to enter into the dashboard with out going into the word press dashboard
By “WordPress Dashboard” do you mean wp-admin backend?
The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means they can log in, update details, view (and pay) invoices, accept quotes and more, directly on your site.
This works by storing a link between a CRM contact and a WordPress user. You can choose whether you want Jetpack CRM to automatically create your WordPress users for you, or these can be created manually when editing a specific contact.
universal setting in Jetpack CRM > Settings > Client Portal
individual option when editing a contact.
As long as you have generated the WordPress user, the JP CRM contact will be able to log in via frontend.
> is there a short code I can insert in a webpage?
The Jetpack CRM Client portal runs from the following shortcode. Jetpack CRM automatically creates a Client Portal page with the shortcode when the plugin is installed.
[jetpackcrm_clientportal]
The default Client Portal page will have the slug clients. If you prefer a different end point, you can change this to something like members by editing the Client Portal page.
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For more information about how Client Portal works, please check out our guide here:
https://kb.jetpackcrm.com/knowledge-base/how-does-the-client-portal-work/
Thanks!
