ClientPortal Pro Elite Complete Product Manual
Complete guide for using ClientPortal Pro Elite as an agency client delivery system.
Complete Product Manual
ClientPortal Pro Elite Knowledge Base
ClientPortal Pro Elite helps agencies, freelancers and studios organise client projects, tasks, tickets, invoices, quotes, files, approvals and retainers.
Who it is for
Agencies, freelancers, studios and service teams delivering client work.
Agencies, freelancers, studios and service teams delivering client work.
Editions/licences
Regular and Extended licensing packages.
Regular and Extended licensing packages.
Start here
ClientPortal Pro Elite Staff Training / SOP
Staff SOP for running client work through ClientPortal Pro Elite.
Staff Training / SOP Manual
First-time setup checklist
- Upload the correct product package and edition.
- Open the installer and complete server/database checks.
- Create the owner/admin account and save settings.
- Confirm dashboard login, writable folders and security settings.
- Run one real workflow before giving access to customers or staff.
Feature-by-feature help
Use the complete manual and SOP articles above for feature-specific setup. If a feature fails, search the exact feature name, symptom or error code in Smart Search.
Search ClientPortal Pro Elite helpTroubleshooting and common errors
EGGY-INSTALL-001 — Installer permission issue
The installer cannot write required files or complete setup.
Installation
EGGY-DB-002 — Database connection failed
The site cannot connect to MySQL/MariaDB or import tables.
Database
EGGY-AUTH-003 — Login issue
A customer, admin or staff user cannot log in.
Login
EGGY-PAY-004 — Payment failed
Stripe/PayPal checkout did not complete or payment status is not confirmed.
Payment
EGGY-DL-005 — Download entitlement missing
Payment may be complete but no download is visible.
Secure Downloads
EGGY-EXT-006 — Extension unlock failed
Extension or upgrade did not unlock after purchase.
Extensions
EGGY-PERM-007 — Folder permission issue
The server cannot write or read a required folder.
Installation
EGGY-CONFIG-008 — Missing config file
A product cannot find config/config.php or required settings.
Installation
EGGY-ROUTE-009 — Broken route/include path
A page returns 404/500 because a route or include path is wrong.
Product Usage
EGGY-UPLOAD-010 — File upload failed
Logo, file vault or package upload did not save.
Product Usage
Support escalation: Run Diagnostics before opening a ticket. Include product, edition, version, domain/path, PHP/MySQL version, exact error and screenshot.