manifest / admin / site-handover

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

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

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

No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.

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.