{"id":281269,"date":"2026-03-31T21:12:31","date_gmt":"2026-03-31T21:12:31","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/simple-client-portal\/"},"modified":"2026-04-02T21:42:13","modified_gmt":"2026-04-02T21:42:13","slug":"filevue","status":"publish","type":"plugin","link":"https:\/\/tah.wordpress.org\/plugins\/filevue\/","author":23451055,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"1.0.6","stable_tag":"1.0.6","tested":"6.9.4","requires":"5.0","requires_php":"7.4","requires_plugins":null,"header_name":"Filevue","header_author":"Lucian Radu","header_description":"A private client portal for WordPress. Create clients with encrypted credentials, upload and organize files in custom folders, and let each client log in to view, preview, and download only their documents. 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dashboard with stats, quick actions, and step-by-step guide.","2":"Client list with search, file counts, and one-click actions.","3":"Client details quick-view modal with credentials and portal link.","4":"Add New Client form with auto-generated ID and encrypted password.","5":"Edit client page with drag-and-drop file uploads and colored folder tree.","6":"Per-folder data sheet with columns, rows, and Excel export.","7":"SMTP settings with one-click provider presets for Gmail, Outlook, and Yahoo.","8":"Team Access page with Portal Manager and Portal Contributor roles.","9":"Client portal login page with Filevue Client ID and password.","10":"Client portal file browser with colored folders, download, and inline 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dashboard with stats, quick actions, and step-by-step guide."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-2.png?rev=3497012","caption":"Client list with search, file counts, and one-click actions."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-3.png?rev=3497012","caption":"Client details quick-view modal with credentials and portal link."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-4.png?rev=3497012","caption":"Add New Client form with auto-generated ID and encrypted password."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-5.png?rev=3497012","caption":"Edit client page with drag-and-drop file uploads and colored folder tree."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-6.png?rev=3497012","caption":"Per-folder data sheet with columns, rows, and Excel export."},{"src":"https:\/\/ps.w.org\/filevue\/assets\/screenshot-7.png?rev=3497012","caption":"SMTP settings with one-click provider presets for Gmail, Outlook, and 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Create clients with unique IDs and encrypted passwords, upload files into organized folders, and give each client a private login page where they can view and download only their own documents.<\/p>\n\n<p>Everything uses your site name for branding \u2014 no \"Powered by\" labels or third-party logos. The portal UI automatically adapts to your WordPress admin color scheme.<\/p>\n\n<h4>Client Management<\/h4>\n\n<ul>\n<li>Create clients with a unique Client ID, encrypted password, optional email, and internal notes.<\/li>\n<li>Search, paginate, and manage clients from a clean admin dashboard.<\/li>\n<li>View client details in a quick-view modal \u2014 copy credentials, see file stats, and jump to the portal link.<\/li>\n<\/ul>\n\n<h4>File Uploads and Organization<\/h4>\n\n<ul>\n<li>Drag-and-drop single or multi-file uploads directly from the admin.<\/li>\n<li>Organize files into named folders with custom SVG icons and accent colors.<\/li>\n<li>Drag files between folders to reorganize \u2014 no page reload needed.<\/li>\n<li>Supported formats: PDF, Word, Excel, images (PNG, JPG, GIF), text, ZIP, and RAR.<\/li>\n<\/ul>\n\n<h4>Client Portal<\/h4>\n\n<ul>\n<li>Filevue automatically creates a dedicated portal page at <code>\/client-portal\/<\/code> when the plugin is activated.<\/li>\n<li>Clients log in with their unique Client ID and password \u2014 no WordPress account required.<\/li>\n<li>Collapsible folder tree with icon and color theming, matching the admin folder setup.<\/li>\n<li>Inline file preview for PDFs and images directly in the browser \u2014 no download required.<\/li>\n<li>One-click secure downloads with nonce-verified, path-validated file delivery.<\/li>\n<li>Sessions expire after 1 hour for security; clients can log out manually at any time.<\/li>\n<li>Admins can preview the portal as any client with a single click from the Clients page \u2014 no need to copy credentials.<\/li>\n<\/ul>\n\n<h4>Data Sheets<\/h4>\n\n<ul>\n<li>Attach editable spreadsheets to any folder \u2014 add rows, columns, and multiple sheets.<\/li>\n<li>Clients see a read-only view of shared data sheets in their portal.<\/li>\n<li>Download any data sheet as an Excel file \u2014 both admin and client side.<\/li>\n<\/ul>\n\n<h4>Email Notifications<\/h4>\n\n<ul>\n<li>Send branded HTML credential emails with portal link, Client ID, and password.<\/li>\n<li>Automatic new-file notifications when you upload documents to a client's folder.<\/li>\n<li>Emails use your site name and are styled to match your brand.<\/li>\n<\/ul>\n\n<h4>SMTP<\/h4>\n\n<ul>\n<li>Built-in SMTP configuration with test-before-save \u2014 your settings only activate after a successful test email.<\/li>\n<li>One-click provider presets for Gmail, Outlook, and Yahoo with setup guidance.<\/li>\n<li>Passwords are encrypted at rest using AES-256-CBC.<\/li>\n<\/ul>\n\n<h4>Team Access<\/h4>\n\n<ul>\n<li><strong>Portal Contributor<\/strong> \u2014 Staff members who can manage clients and upload files, but cannot change settings or delete content.<\/li>\n<li><strong>Portal Manager<\/strong> \u2014 Full portal access including settings, user management, and content deletion.<\/li>\n<li>Both roles see only the Filevue menu in the admin \u2014 no distractions from the rest of WordPress.<\/li>\n<\/ul>\n\n<h4>Security<\/h4>\n\n<ul>\n<li>Client passwords encrypted with AES-256-CBC using your site's AUTH_KEY.<\/li>\n<li>Upload directory protected with .htaccess rules and a silent index.php.<\/li>\n<li>Every download, upload, delete, and login action is nonce-verified with path traversal protection.<\/li>\n<li>Data protection toggle \u2014 choose whether plugin data is preserved or removed on uninstall.<\/li>\n<\/ul>\n\n<!--section=installation-->\n<ol>\n<li>Upload the plugin to wp-content\/plugins\/ or install via Plugins \u2192 Add New.<\/li>\n<li>Activate Filevue.<\/li>\n<li>Go to <strong>Filevue<\/strong> in the admin sidebar to create your first client and start uploading files.<\/li>\n<li>Configure SMTP under <strong>Filevue \u2192 SMTP Settings<\/strong> so credential emails can be delivered.<\/li>\n<li>Share the Client ID and password with your client \u2014 they can log in at your-site.com\/client-portal\/.<\/li>\n<\/ol>\n\n<h4>Accessing the Client Portal<\/h4>\n\n<p>Filevue automatically creates a <code>\/client-portal\/<\/code> page on activation. No manual setup is required.<\/p>\n\n<ul>\n<li><strong>Portal URL:<\/strong> <code>https:\/\/your-site.com\/client-portal\/<\/code><\/li>\n<li><strong>Login credentials:<\/strong> Each client uses their unique Client ID and password (created from the admin).<\/li>\n<li><strong>Shortcode:<\/strong> You can also place <code>[filevue_client_files]<\/code> on any page to display the portal login and file browser.<\/li>\n<li><strong>Admin preview:<\/strong> On the Clients page, click the <strong>Portal<\/strong> button next to any client to instantly open their portal view in a new tab \u2014 no credentials needed.<\/li>\n<li><strong>Sending credentials:<\/strong> Click the <strong>Email<\/strong> button on the Clients page to send a branded HTML email with the portal link, Client ID, and password. SMTP must be configured first.<\/li>\n<li><strong>Pretty permalinks:<\/strong> Filevue enables pretty permalinks (<code>\/%postname%\/<\/code>) on activation if they are not already set, so the portal URL is always clean.<\/li>\n<\/ul>\n\n<!--section=faq-->\n<dl>\n<dt id=\"where%20do%20clients%20log%20in%3F\"><h3>Where do clients log in?<\/h3><\/dt>\n<dd><p>Filevue automatically creates a page at <code>\/client-portal\/<\/code> with the login form when the plugin is activated. Clients visit that URL, enter their Client ID and password, and immediately see their files. You can also place the <code>[filevue_client_files]<\/code> shortcode on any page to create an alternative portal entry point.<\/p><\/dd>\n<dt id=\"how%20can%20i%20preview%20the%20portal%20as%20a%20specific%20client%3F\"><h3>How can I preview the portal as a specific client?<\/h3><\/dt>\n<dd><p>On the <strong>Clients<\/strong> page, click the <strong>Portal<\/strong> button (the Filevue icon) next to any client. This generates a secure, single-use token that auto-logs you into the portal as that client in a new tab. The token expires after 60 seconds and can only be used once \u2014 no credentials are exposed.<\/p><\/dd>\n<dt id=\"can%20clients%20see%20each%20other%27s%20files%3F\"><h3>Can clients see each other's files?<\/h3><\/dt>\n<dd><p>No. Each client can only access files uploaded to their own folder. Downloads are verified against the logged-in client's session.<\/p><\/dd>\n<dt id=\"what%20file%20types%20can%20i%20upload%3F\"><h3>What file types can I upload?<\/h3><\/dt>\n<dd><p>PDF, XLSX, XLS, DOC, DOCX, TXT, PNG, JPG, JPEG, GIF, ZIP, and RAR. File size limits follow your WordPress and server configuration.<\/p><\/dd>\n<dt id=\"can%20i%20use%20my%20own%20smtp%20server%3F\"><h3>Can I use my own SMTP server?<\/h3><\/dt>\n<dd><p>Yes. Go to Filevue \u2192 SMTP Settings, enter your credentials, and send a test email. Settings only activate after a successful test.<\/p><\/dd>\n<dt id=\"what%20happens%20to%20client%20data%20if%20i%20deactivate%20or%20delete%20the%20plugin%3F\"><h3>What happens to client data if I deactivate or delete the plugin?<\/h3><\/dt>\n<dd><p>By default, all data is preserved \u2014 safe for updates and reinstalls. You can enable \"Delete all data on uninstall\" from the home page if you want a clean removal.<\/p><\/dd>\n<dt id=\"does%20the%20portal%20show%20my%20plugin%20or%20brand%20name%3F\"><h3>Does the portal show my plugin or brand name?<\/h3><\/dt>\n<dd><p>No. The portal uses your WordPress site name for all labels and headings. There is no hardcoded branding.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.6<\/h4>\n\n<ul>\n<li>Updated documentation<\/li>\n<\/ul>\n\n<h4>1.0.5<\/h4>\n\n<ul>\n<li>Added dedicated button to impersonate as client into portal<\/li>\n<\/ul>\n\n<h4>1.0.4<\/h4>\n\n<ul>\n<li>Provide error message when SMTP is not set and user is trying to send welcome email to client<\/li>\n<\/ul>\n\n<h4>1.0.3<\/h4>\n\n<ul>\n<li>Updated readme.txt to include some new screenshots description<\/li>\n<\/ul>\n\n<h4>1.0.2<\/h4>\n\n<ul>\n<li>Client Portal login page is now properly displaed<\/li>\n<li>Updated readme.txt file<\/li>\n<\/ul>\n\n<h4>1.0.1<\/h4>\n\n<ul>\n<li>Portal Manager and Portal Contributor can now see Filevue menu<\/li>\n<\/ul>\n\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial release.<\/li>\n<\/ul>","raw_excerpt":"A private client portal for WordPress \u2014 let each client log in to view, preview, and download only their files.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/281269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=281269"}],"author":[{"embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/raduthlucian"}],"wp:attachment":[{"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=281269"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=281269"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=281269"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=281269"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=281269"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/tah.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=281269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}