Welcome to the Miller Stauffer client portal. Select your project below to access documents and updates. If you need assistance, contact us at info@millerstauffer.com.
Admin Guide
For internal reference. In production, restrict visibility of this section to administrators via the Content Permissions panel.
Adding a New Client Account
- Go to Users → Add New in the WordPress admin
- Enter the client’s name, email address, and username
- Set a temporary password and check Send User Notification to email credentials automatically
- Set role to Client
- Click Add New User
Adding a New Project Page
- Go to Pages → Add New
- Set the page title to the project name
- Set parent page to Client Portal in the Page Attributes panel
- Add project info, status updates, and document download links
- In the Content Permissions panel, enable restrictions and check Client role
- Publish the page and share the URL and login credentials with the client
Uploading Project Documents
- Go to Media → Add New and upload the PDF
- Click the file, copy the File URL
- Paste as a download link on the client’s project page