Jetpack CRM on front end

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  • Hi @akavardzhikov ,

    If I understand what you’re asking, no – only the Client Portal is exposed to the front-end of your site and all of the administrative functions is done via wp-admin.

    May I ask what you have in mind? What functions would you like available on the front-end?

    Best,

    Cena

    Thread Starter akavardzhikov

    (@akavardzhikov)

    Hi Cena, thanks for the quick reply.

    Ideally, I would’ve liked to have the Contacts functionality on the front end of my WordPress website.

    The other option that would work for me is to set-up team roles in Jetpack, not having to go through wp-admin.

    Hi @akavardzhikov

    The other option that would work for me is to set-up team roles in Jetpack, not having to go through wp-admin.

    If you’re looking to update Contacts from the Client Portal, your team can definitely do that from the frontend.???

    ?However, for any other changes they’d like to make, they’d still need to access WP-admin.

    Thread Starter akavardzhikov

    (@akavardzhikov)

    Hi, yes correct. Is it possible that you show me how or refer a manual?

    Plugin Author bradshawtm

    (@bradshawtm)

    I apologize for the confusion on our end; while contacts can update their information via the Client Portal after logging in and going to “Your Details”, your team members cannot. They would need to log in via WP Admin to make any changes to the contact. You can read about the custom WP user roles here:

    https://kb.jetpackcrm.com/knowledge-base/setting-up-your-team/

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