🧭 Cloudifi Client Suite — Admin & User Guide #

Overview #

Cloudifi Client Suite is your all-in-one WordPress plugin to manage:

• Clients and their services/products
• Locations and offices
• Contacts and employees (with optional WordPress user sync)
• Assets such as servers, endpoints, and firewalls
• Agreements and retainers
• CSV import/export for quick data management
• A professional client dashboard page that summarizes everything in one place

This plugin helps MSPs, hosting providers, and IT consultants organize all client data in one secure, easy-to-access system.

---

🔑 Admin Guide #

1. Installation #

1. Upload the plugin folder cloudifi-client-suite to /wp-content/plugins/.
2. Activate it in WordPress Admin → Plugins → Cloudifi Client Suite.
3. After activation, new menu items appear for:
   • Cloudifi Suite
   • Clients
   • Locations
   • Contacts
   • Assets
   • Agreements

---

2. Roles & Permissions #

Two roles are created automatically:

• Client Manager — Can add/edit all data (clients, assets, etc.)
• Client Viewer — Read-only access to view dashboards

You can assign these roles under:

Users → Edit User → Role

---

3. Cloudifi Suite Menu #

a) Dashboard #

A quick overview page for administrators.

b) Services & Products #

Used to add or update the list of available services and products you offer.
To add new ones:

1. Go to Cloudifi Suite → Services & Products.
2. Type one service or product per line.
3. Click Process & Add Terms.

These appear later as checkboxes in each Client profile.

c) CSV Import/Export #

Used for mass importing or exporting client data.

• Export Clients → Downloads all client data (including services/products) to CSV.
• Import Clients → Uploads a CSV to bulk create clients.

CSV Format Example:

name,primary_contact,email,phone,website,status,sla,services,products
ABC Corp,John Smith,john@abc.com,555-1234,https://abc.com,Active,Priority,"Web Hosting|Email Hosting","Microsoft 365|Veeam"

---

4. Managing Clients #

Go to Clients → Add New
Each client has several sections:

a) Client Profile #

Basic information:

• Primary contact, email, phone, website
• Account manager, SLA, status, and internal notes

b) Services & Products #

Check all services and products this client uses.
You can edit the available options under Cloudifi Suite → Services & Products.

c) Profile Images #

• Profile Picture: Use the Featured Image box.
• Header Background: Use the image selector in the sidebar.

d) Hosting Environment #

Enter hosting and security details:

• Active theme
• Paid plugins (one per line)
• Maintenance schedule
• Security tools (Wordfence, Patchstack, Server Firewall, 7G, 8G)

e) Client Dashboard #

Each client automatically generates a dashboard view.
You can embed it anywhere using the shortcode:

[ccs_client_dashboard id="CLIENT_ID"]

---

5. Managing Locations #

Locations link physical sites to a Client.
Each location stores:

• Address, site code, ISP, VLANs, etc.
  To associate a location, set Client (post ID) to the related client’s ID.

---

6. Managing Contacts / Employees #

Contacts hold client employee or team member data.
Fields include:

• Name, email, phone, title, MFA status, and license info.
• You can link a contact to a WordPress user (for SureMembers access).

To create a user:

1. Check Sync as WP User.
2. Choose a WP Role (like Subscriber or a SureMembers role).
3. Save the contact. The user is automatically created and linked.

---

7. Managing Assets #

Assets are devices, servers, or systems associated with a client.

Each asset can store:

• Serial number, warranty, agent status
• IP address, CPU, RAM, bandwidth
• Hosting vendor, datacenter location
• Backup status (server/website)
• Assigned user (Contact post ID)
• Linked Location (post ID)

---

8. Managing Agreements / Retainers #

Agreements record contracts, retainers, and SOWs for each client.
Fields include:

• Type (MSA/Retainer/SOW)
• Start/end date
• Hours bank and hours used
• External reference (connects to your Retainers Plugin if in use)

---

9. REST API Access #

The plugin exposes read-only endpoints for integration with dashboards or portals:

/wp-json/ccs/v1/client/{id}

Returns structured JSON of client details, including services and products.
Requires a logged-in user with “read” access.

---

10. Security #

• All admin forms use nonces and sanitization.
• Only users with correct roles can edit content.
• REST endpoints are read-only and gated behind login.
• Uploaded CSV files are never stored permanently.

👩‍💻 User Guide (Client Managers / Team Members) #