Add New Portal Client

Click here to add a new client for portal access: https://ilswilco.org/wp-admin/admin.php?page=manage-customers

  • Click the “Add New Contact” button to the upper right of the screen
  • The “New Contact” screen will be displayed.
  • Select “Customer” from the Status field, as shown in the screen shot below.
  • Enter First Name, Last Name, and Email. All other fields are optional.
  • Click the “Save Contact” button, then follow the additional steps below the screenshot.
  • To create a portal for the new client, click the “Generate WordPress User” button, as shown in the screen shot below.
  • This will generate an email inviting the client to access their portal. The portal has instructions for adding messages and files..
  • If the client has forgotten their password or needs a new password for any reason, follow the steps following the “Edit Contact” screen shot.

IF THE CLIENT NEEDS A NEW PASSWORD OR HAS FORGOTTEN THEIR PASSWORD:

  • Click on “Lost your password?” below the signin box, as shown in the screen shot below.
  • They will be prompted to enter the email address used for their portal–and they will get an email with instructions on setting a new password.