Project Management in WordPress for Agencies: Fields, Milestones and Team Leads
Manage client projects inside WordPress with reference codes, service types, estimated hours, project leads, milestones and file attachments.
Activity Logs and Backups: Keep Your WordPress Agency System Safe and Accountable
See who changed what with activity logs, and protect agency data with backups and restore. A practical guide to accountability and safety in WordPress.
REST API for Agencies: Connect AgenciesWP to Your Own Tools and Workflows
Use the AgenciesWP REST API to automate workflows and connect your agency data to Zapier, n8n, Make or custom code. Permissions and use cases explained.
Client Messaging and Email Notifications Inside Your WordPress Portal
Keep all client conversations in one place with portal messaging and control which email notifications go out. Reduce inbox chaos for your agency.
Team Roles in AgenciesWP: Admin, Manager, Accountant and Developer Dashboards
Give every team member the right access. See how four roles with their own dashboards keep your WordPress agency organised and secure.
Client Portal Security: Two-Factor Login and Client Team Members in WordPress
Secure your WordPress client portal with one-time passcode login and let clients add their own team members. How agencies share access safely.
WordPress Role Based Access: Give Your Agency Team the Right Permissions
TL;DR: WordPress role based access means every person on your team sees only what their job requires, nothing more. Default WordPress roles were built for publishing content, not running a client business, so agencies end up sharing admin logins or letting developers see invoices. AgenciesWP fixes this with three plugin-level roles (Admin, Developer, Accountant) and…
The Best WordPress Agency Plugin: A Complete Guide to Running Your Entire Business from One Dashboard
TL;DR: Most WordPress agencies stitch together 5+ separate tools — a project manager, time tracker, invoicing software, e-signature tool, and client portal — often costing $1,300+/year combined. AgenciesWP is a self-hosted WordPress agency plugin that replaces all of it in one dashboard: client management with magic-link logins, project tracking (fixed-price or hourly), time logging with…
How to Create a White-Label Client Portal in WordPress (Step by Step)
TL;DR: A white-label client portal lets clients log in at youragency.com instead of a third-party platform. They see their projects, invoices, contracts and approvals under your own branding. AgenciesWP adds this to WordPress with one shortcode. The portal has 10 sections: dashboard, projects, invoices, payments, approvals, discussions, contracts and new request. Clients log in with…
