What You’ll Accomplish
- Create and manage client records
- Assign child sites to clients
- Customize the client table display
- Use the Client Card for client overview
- Create custom client fields for Pro Reports
Prerequisites
- MainWP Dashboard installed and activated
- Child sites connected to your Dashboard
- Pro Reports extension (optional, for client reporting)
Video Tutorial
Create a New Client
1
Navigate to Add Client
Go to Clients > Add Client.
2
Enter client information
Fill in the client name (required) and other desired fields.
3
Assign sites (optional)
In the sidebar on the right, select child sites to assign to this client.
4
Save
Click Add Client.
The Client Email field supports multiple email addresses separated by commas:
[email protected], [email protected]. Pro Reports uses the [client.email] token for the Send email to field.Update a Client
1
Navigate to Manage Clients
Go to Clients > Manage Clients.
2
Edit client
Find the client and click Edit from the actions menu.
3
Update and save
Make your changes and click Update Client.
Delete Clients
Delete a Single Client
Go to Clients > Manage Clients, find the client, and click Delete from the actions menu.
Bulk Delete Clients
1
Select clients
Go to Clients > Manage Clients and check the boxes next to clients you want to delete.
2
Apply action
Select Delete from the Bulk Actions dropdown and click Apply.
Customize the Manage Clients Table
1
Open Page Settings
Go to Clients > Manage Clients and click the Page Settings (cog icon) in the top right.
2
Configure display
Set the number of clients to display per page and select which columns to show.
3
Save
Click Save Settings.
Client Card
The Client Card displays a consolidated overview of all information for a specific client. Widgets on this page can be resized and rearranged.
Available Actions
| Button | Action |
|---|---|
| Manage Sites | Opens Manage Sites filtered to show only this client’s sites |
| Edit Client | Opens the Edit page for this client |
| Create Report | Opens Pro Reports with this client’s sites pre-selected |
| Suspend Sites | Suspends all sites belonging to this client (no updates allowed) |
Client Overview Widgets
The Client Card includes widgets that show data only from child sites assigned to that client:- Recent Posts - Latest posts from client sites
- Recent Pages - Latest pages from client sites
- Non-MainWP Changes - Changes made directly in client site WP Admin
Client Fields
Client Fields let you create custom data fields for storing additional client information. These fields generate tokens that can be used in Pro Reports.Add a New Field
1
Navigate to Client Fields
Go to Clients > Client Fields.
2
Create field
Click New Field.
3
Configure field
Enter the Field Name (used as a token in Pro Reports) and Description.
4
Save
Click Save Field.
Edit a Field
1
Navigate to Client Fields
Go to Clients > Client Fields.
2
Edit
Find the field and click Edit from the actions menu.
3
Update and save
Make changes and click Save Field.
Delete a Field
Go to Clients > Client Fields, find the field, and click Delete from the actions menu.
Use Custom Fields
After creating a field, set its value for each client on their Edit page. The field token can then be used in Pro Reports to display that data.Self-Check Checklist
- Client records are created with required information
- Child sites are assigned to appropriate clients
- Client Card displays correct site data
- Custom fields are created and populated (if needed)
- Table customization settings are saved
Related Resources
- Pro Reports Extension - Generate client reports
- Available Pro Reports Tokens - Token reference for reports