Client management

Hi Ben,

Thank you so much for your feedback and for choosing our plugin as your favorite so far!

If you’d like to avoid requiring clients to create accounts, here are two options that could suit your needs for sharing a session:

1. Private with URL Key

• When you create a session, a unique URL key is generated with a ?pbk= parameter.
• This URL acts as a secure link that directly authenticates clients when they visit the session.
• Clients do not need to log in, and only those with the exact URL key can access and proof their images.

2. Private with Password

• Protect the session or gallery with a password that you set.
• When clients access the session via the shared link, they’ll be prompted to enter the password to proceed.

These options eliminate the need for clients to register or log in to your site, providing a much smoother experience for them. You can find these settings under Session → Sharing tab → Access dropdown. However, you will still need to create a client to assign client to the session.

If you have any specific questions about setting this up or need further clarification, feel free to reach out. We are here to help! ??

Best regards, Anna

Hi Anna,

Thank you for the quick response.

I did find these settings, but they don’t seem to work the way I think they are supposed to.

If I create a session, select the Private, with URL key access type, then visit the generated URL, I can see the images, leave comments (if set so), but there is no way to do the proofing/photo selection. The only way I found it to work was to create a Client, set this client in the session settings, then log in with that client’s WP user credentials.

How can I enable anyone with the URL+pbk key to proof their images without needing to log in?

I’m using a brand new, clean install of WordPress, with the default Twenty Twenty-Five theme, in a local environment.

Bence

Hi Ben,

Thank you for your detailed follow-up. It sounds like everything is nearly set up, but a few tweaks might be necessary to ensure proofing works seamlessly without requiring a login. Let’s go over the setup to make sure everything is configured correctly:

1. Ensure the Upload is Marked as Complete
In the session editor, check the status of your upload. The icon (second from the left near the “Edit Session” button) should appear green to confirm the upload is complete.

2. Enable Proofing
Navigate to the Proofing Tab in the session settings and confirm that proofing is enabled. Without this, clients will not be able to select images.

3. Copy the Correct URL
Go to the Sharing Tab in the session settings and locate the client URL under the URL dropdown. Note that link generated for guest only allow image preview and do not enable proofing.

4. Test in Incognito Mode
When testing the URL, open it in an incognito/private browsing window. This ensures you’re simulating a client’s experience without interference from your WordPress admin session, cached data, or stored cookies. These elements can sometimes cause unexpected behavior when testing access or features.

5. Check Permalink Settings
Sometimes, the issue may lie with permalink settings. Go to Settings → Permalinks in your WordPress dashboard and ensure it’s set to anything other than “Plain.” This is important for URLs to work correctly.

If you’ve gone through these steps and the issue persists, please let us know. It could be a minor configuration issue or something specific to your local WordPress environment, and we’ll be happy to help troubleshoot further.

Looking forward to your update!

Best regards,
Anna

Hi Anna,

Thank you for the detailed answer.

I think the problem lays around step 3, as the URL field is not a dropdown for me, just a regular text input looking link. How can I get the client URL instead of the guest URL?

As for step 5, I did have to regenerate the permalinks in order to at least visit the collection, as without it, I got a 404 error, but I’m over that.

PLease let me know how can I get the client URL instead of the guest URL.

Ben

• This reply was modified 3 months, 1 week ago by jofbe.

Hi Ben,

Thank you for the screenshot—it’s super helpful! The dropdown isn’t appearing because the session hasn’t been assigned to a client. To resolve this, navigate to General -> Tab, click Edit, assign the session to a client, and save the changes. Once saved, the dropdown will appear.

The client won’t need to log in to access the session. Creating a client is simple; you only need their email address.

We’re currently discussing potential improvements to make this process clearer, so we really appreciate your feedback!

Best, Anna

Hi Anna,

Thank you so much for your help, I was able to add the client, and then the client URL become available. However, I have new issues with the plugin on a live site. I’ll contact you on the support email address, if you don’t mind.

Ben

Hi Ben, We received your email, and we’ll review it and follow up from there. Anna