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Site Handover

Professional website handover system for agencies — projects, clients, knowledge, credentials, videos, reports and a branded client portal.

by Alkesh Miyani · github.com/miyanialkesh7/site-handover · website

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/miyanialkesh7/site-handover/archive/refs/heads/main.zip

Readme github.com/miyanialkesh7/site-handover ↗

Professional website handover system for agencies. Manage projects, clients, credentials, reports, and a branded client portal — all from one place.

Description

Site Handover gives web agencies a repeatable, polished delivery workflow. Instead of emailing passwords in plain text and hoping your client finds the manual, you hand over everything — guides, videos, credentials, and a branded portal — in one click.

Core Modules

📁 Projects Create and manage multiple client projects with delivery dates, support expiry tracking, and status indicators.

👤 Clients Store client details and enable a branded self-service portal with a unique login for each client.

📚 Knowledge Provider (Smart Adapter) Uses WordPress native wp_knowledge CPT when running on WordPress 7.1+, and automatically falls back to the built-in shwp_article CPT on earlier versions — zero configuration needed.

🎬 Training Videos Host YouTube, Vimeo, or direct video URLs in a categorised library, surfaced in the client portal.

🔐 Credentials Vault Stores hosting, WordPress admin, FTP, payment gateway, and API credentials encrypted with AES-256-CBC. Passwords are never shown without an explicit reveal action.

🎫 Support Tickets Clients submit support requests via the portal. Tickets arrive in the admin inbox with priority levels and a built-in response interface.

📄 Reports One-click PDF delivery report (print-to-PDF) and CSV export with site stats, active plugins, and a credentials overview (no passwords in exports).

🌐 Client Portal A fully branded, responsive client portal delivered via the [shwp_client_portal] shortcode. Clients can browse guides, watch videos, and submit support tickets after logging in with their own credentials.

Project Templates

When creating a new project, choose a template to auto-populate:

WooCommerce Store — 6 knowledge articles + payment/hosting credential placeholders
Elementor Site — 5 knowledge articles + hosting/domain credential placeholders
Business Site — 6 knowledge articles + hosting/email credential placeholders
Blank — start from scratch

Privacy

Credentials are encrypted at rest using AES-256-CBC derived from WordPress salts.
Client portal sessions use httpOnly, secure cookies backed by WordPress transients.
No external API calls are made. No data is sent off-site.

Installation

Upload the site-handover folder to /wp-content/plugins/.
Activate the plugin through the Plugins screen in WordPress.
A Client Portal page is created automatically on activation. Share its URL with clients.
Go to Site Handover → Settings to add your agency name, logo, and brand colour.
Create your first project under Site Handover → Projects → New Project.

Frequently Asked Questions

Does this work with WordPress Multisite?

Single-site installations are supported. Multisite compatibility is planned for a future release.

Are client passwords stored securely?

Yes. Client portal passwords are hashed with wp_hash_password() (bcrypt). Credential vault entries are encrypted with AES-256-CBC before being stored in the database.

What happens to my knowledge articles if I upgrade to WordPress 7.1+?

The Knowledge Adapter automatically detects the native wp_knowledge post type. You will need to migrate your existing shwp_article CPT entries — a migration tool is planned.

Can I customise the client portal appearance?

Yes. Set your agency name, logo URL, and brand colour in Site Handover → Settings. The portal header and accent colour update immediately.

How do I embed the client portal on a page?

Add the shortcode [shwp_client_portal] to any page. The plugin creates a Client Portal page automatically on activation.

Screenshots

Handover Dashboard — stat cards, recent projects, quick actions, and site info at a glance.
Projects list — delivery dates, support expiry, and per-project credential/report links.
New Project — template picker auto-creates knowledge articles and credential placeholders.
Credentials Vault — AES-encrypted storage with reveal and clipboard-copy actions.
Client Portal — branded login and dashboard with guides, videos, and support.
Support Tickets — inbox with priority levels and inline response form.
PDF Report — auto-generated delivery report with agency branding.