{"id":1124,"date":"2026-05-25T20:49:29","date_gmt":"2026-05-25T18:49:29","guid":{"rendered":"https:\/\/rewolucjaai.pl\/?page_id=1124"},"modified":"2026-05-25T21:38:38","modified_gmt":"2026-05-25T19:38:38","slug":"pqm-training-client-panel","status":"publish","type":"page","link":"https:\/\/rewolucjaai.pl\/?page_id=1124","title":{"rendered":"PQM Training Client Panel"},"content":{"rendered":"<style>\n.pqm-training-kb{font-family:Inter,Segoe UI,Roboto,Arial,sans-serif;max-width:1280px;width:100%;margin:0 auto;padding:28px 18px;color:#0f172a;line-height:1.68;background:#f7f9fd;isolation:isolate;overflow:visible;clear:both;}\n.pqm-training-kb *{box-sizing:border-box}.pqm-training-kb a{color:#1557ff}.pqm-training-kb p{font-size:16px;margin:0 0 14px}.pqm-training-kb ul,.pqm-training-kb ol{margin:10px 0 18px;padding-left:24px}.pqm-training-kb li{margin:8px 0}.pqm-training-kb h1,.pqm-training-kb h2,.pqm-training-kb h3,.pqm-training-kb h4{line-height:1.15;color:#071528;margin:0 0 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.pqm-training-kb .pqm-hero p,.editor-styles-wrapper .pqm-training-kb .pqm-hero p{color:#eef6ff!important}\n@media(max-width:1100px){.pqm-layout{grid-template-columns:1fr!important;gap:18px!important}.pqm-layout>.pqm-side,.pqm-layout>.pqm-main{grid-column:1!important;grid-row:auto!important}.pqm-side{position:relative!important;top:auto!important;max-width:100%!important;display:grid!important;grid-template-columns:repeat(2,minmax(0,1fr));gap:8px}.pqm-side .pqm-mini-title{grid-column:1\/-1}.pqm-side a{margin:0!important}.pqm-main{width:100%!important}.pqm-hero{padding:28px 22px;border-radius:24px}.pqm-training-kb{padding:18px 10px}.pqm-footer{flex-direction:column}.pqm-card{padding:20px}.pqm-grid,.pqm-grid-3,.pqm-checklist,.pqm-nav-grid,.pqm-flow{grid-template-columns:1fr}.pqm-table{min-width:760px}}\n@media(max-width:680px){.pqm-side{grid-template-columns:1fr!important}.pqm-training-kb h1{font-size:34px}.pqm-hero{padding:24px 18px}.pqm-card{border-radius:20px}.pqm-table{min-width:640px}.pqm-step{padding-left:52px}.pqm-step:before{left:14px}}<\/p>\n<p>\/* v5.2 linked media helpers + stable PQM hero contrast. *\/\n.pqm-training-kb .pqm-hero{\n  background:linear-gradient(135deg,#071528 0%,#103d99 56%,#18b5bd 100%) !important;\n  color:#ffffff !important;\n  border:none !important;\n  box-shadow:0 28px 70px rgba(7,21,40,.20) !important;\n}\n.pqm-training-kb .pqm-hero h1{color:#ffffff !important;text-shadow:0 2px 18px rgba(0,0,0,.20) !important;}\n.pqm-training-kb .pqm-hero p{color:#e8f3ff !important;font-weight:650 !important;}\n.pqm-training-kb .pqm-eyebrow{color:#9ee9ff !important;}\n.pqm-training-kb .pqm-hero .pqm-pill{background:#ffffff !important;color:#1648c5 !important;border:1px solid rgba(255,255,255,.72) !important;}\n.pqm-training-kb .pqm-shot-link{display:block;text-decoration:none!important;color:inherit!important}\n.pqm-training-kb .pqm-shot-link:hover img{filter:brightness(.98);transform:translateY(-1px)}\n.pqm-training-kb .pqm-shot img{transition:transform .16s ease,filter .16s ease}\n<\/style>\n<section class=\"pqm-training-kb\">\n<p class=\"pqm-subtle\"><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1065\">PQM Training<\/a> \/ Client Panel<\/p>\n<div class=\"pqm-hero\" style=\"background-color:#071528!important;background-image:linear-gradient(135deg,#06142a 0%,#0b2d73 50%,#128fa3 100%)!important;color:#fff!important;\">\n<div class=\"pqm-eyebrow\">Customer Portal<\/div>\n<h1>Client Panel<\/h1>\n<p>Customer-facing area for own tasks, status updates, messages, files and production communication.<\/p>\n<div style=\"margin-top:20px\"><span class=\"pqm-pill\">Production OS<\/span><span class=\"pqm-pill\">WordPress Core<\/span><span class=\"pqm-pill\">Role-based workflow<\/span><span class=\"pqm-pill\">Training Center<\/span><\/div>\n<\/div>\n<div class=\"pqm-layout\">\n<div class=\"pqm-side\">\n<div class=\"pqm-mini-title\">Training pages<\/div>\n<p><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1065\">Training Home<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1126\">Production Dashboard<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1151\">Core Configuration<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1149\">Tasks and Add Task<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1128\">Departments and Workflow<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1069\">Calendar and Standard Gantt<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1130\">Email Queue and Communication<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1142\">Reports and KPI<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1140\">Modules \/ Marketplace<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1144\">Setup Wizard<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1138\">License and Demo Mode<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1134\">Help and Training<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1067\">Admin Panel<\/a><a class=\"pqm-active\" href=\"https:\/\/rewolucjaai.pl\/?page_id=1124\">Client Panel<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1132\">Employee Worker Portal<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1146\">Shop Manager \/ Supervisor<\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1136\">Implementation Checklist<\/a><\/div>\n<div class=\"pqm-main\">\n<div class=\"pqm-card\" id=\"purpose\">\n<h2>Purpose in plain language<\/h2>\n<p>Client Panel is the customer-facing area. It lets a customer see their own task\/order information, read production updates, send messages or download relevant files without entering the WordPress admin dashboard.<\/p>\n<p>For a beginner, this panel reduces phone calls and scattered emails. Customers should not need to ask \u201cwhat is happening with my order?\u201d if the panel explains the current state clearly.<\/p>\n<\/div>\n<section id=\"where-click\">\n<h2>Where to click \/ how customer opens it<\/h2>\n<div class=\"pqm-steps\">\n<div class=\"pqm-step\">Create a WordPress page for the Client Panel if the plugin uses a shortcode\/page approach.<\/div>\n<div class=\"pqm-step\">Paste the correct PQM client panel shortcode or block according to the plugin instructions.<\/div>\n<div class=\"pqm-step\">Publish the page and link it from account area, email template or customer menu.<\/div>\n<div class=\"pqm-step\">Customer logs in or uses the allowed access method.<\/div>\n<div class=\"pqm-step\">Customer opens task\/order details, reads status and sends a message if needed.<\/div>\n<\/div>\n<\/section>\n<section id=\"screen-map\">\n<h2>Client Panel areas<\/h2>\n<div class=\"pqm-table-wrap\">\n<table class=\"pqm-table\">\n<thead>\n<tr>\n<th>Area<\/th>\n<th>What customer sees<\/th>\n<th>What should be hidden<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Task\/order list<\/td>\n<td>Only tasks\/orders belonging to this customer.<\/td>\n<td>Other customers&#8217; data, internal task list, admin controls.<\/td>\n<\/tr>\n<tr>\n<td>Status<\/td>\n<td>Simple production state such as received, in production, ready, completed.<\/td>\n<td>Internal technical statuses that confuse customer.<\/td>\n<\/tr>\n<tr>\n<td>Messages<\/td>\n<td>Customer-safe communication connected to the task.<\/td>\n<td>Internal notes, cost calculations, employee comments.<\/td>\n<\/tr>\n<tr>\n<td>Files<\/td>\n<td>Proofs, approved files, documents intended for customer.<\/td>\n<td>Internal production files or files from other clients.<\/td>\n<\/tr>\n<tr>\n<td>Dates<\/td>\n<td>Promised date, expected completion, pickup\/delivery info if available.<\/td>\n<td>Internal planning data not suitable for customer promises.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/section>\n<section id=\"customer-workflow\">\n<h2>Customer workflow step by step<\/h2>\n<div class=\"pqm-steps\">\n<div class=\"pqm-step\">Customer receives a link from email or opens \u201cMy Account \/ Client Panel\u201d.<\/div>\n<div class=\"pqm-step\">Customer logs in if required.<\/div>\n<div class=\"pqm-step\">Customer sees a list of their own tasks\/orders.<\/div>\n<div class=\"pqm-step\">Customer clicks a task to view details.<\/div>\n<div class=\"pqm-step\">Customer reads status, notes meant for customer and files.<\/div>\n<div class=\"pqm-step\">If something is unclear, customer sends a message from the panel instead of sending a separate email.<\/div>\n<div class=\"pqm-step\">Manager answers from the task communication area so the full conversation remains attached to the task.<\/div>\n<\/div>\n<\/section>\n<section id=\"security\">\n<h2>Security and privacy rules<\/h2>\n<div class=\"pqm-note pqm-danger\"><strong>Never expose internal data to customers<\/strong><\/p>\n<p>The customer panel must not show other customers, internal cost calculations, private employee notes, license\/admin data, module diagnostics or raw technical errors.<\/p>\n<\/div>\n<div class=\"pqm-table-wrap\">\n<table class=\"pqm-table\">\n<thead>\n<tr>\n<th>Data type<\/th>\n<th>Customer can see?<\/th>\n<th>Reason<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Own task title\/status<\/td>\n<td>Yes<\/td>\n<td>Customer needs basic progress information.<\/td>\n<\/tr>\n<tr>\n<td>Own customer-safe messages<\/td>\n<td>Yes<\/td>\n<td>Communication should be transparent.<\/td>\n<\/tr>\n<tr>\n<td>Other customers&#8217; tasks<\/td>\n<td>No<\/td>\n<td>Privacy and commercial confidentiality.<\/td>\n<\/tr>\n<tr>\n<td>Internal notes<\/td>\n<td>No, unless intentionally published<\/td>\n<td>Production comments may be inappropriate or confusing.<\/td>\n<\/tr>\n<tr>\n<td>Costs\/margins<\/td>\n<td>No<\/td>\n<td>Business internal data.<\/td>\n<\/tr>\n<tr>\n<td>Admin settings\/license<\/td>\n<td>No<\/td>\n<td>Technical\/security data.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/section>\n<section id=\"good-practice\">\n<h2>Good practice<\/h2>\n<div class=\"pqm-note pqm-success\">\n<ul>\n<li>Use customer-friendly status labels. Customers do not need every internal department detail.<\/li>\n<li>Always test the panel with a real customer-role account, not administrator.<\/li>\n<li>Keep messages short and clear. The panel is for service communication, not developer diagnostics.<\/li>\n<li>When file download is enabled, confirm ownership checks before publishing.<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"screenshots\">\n<h2>Screenshot reference<\/h2>\n<div class=\"pqm-note\"><strong>How to use screenshots<\/strong><\/p>\n<p>Click any screenshot to open it in a new tab. This is useful for zooming in while following the step-by-step instructions.<\/p>\n<\/div>\n<div class=\"pqm-shot\"><strong>Client Panel<\/strong><\/p>\n<p>Customer-facing panel reference. Use it to explain what the client sees after opening the order\/task status area.<\/p>\n<p><a class=\"pqm-shot-link\" href=\"https:\/\/rewolucjaai.pl\/wp-content\/uploads\/2026\/05\/pqm-client-panel.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/rewolucjaai.pl\/wp-content\/uploads\/2026\/05\/pqm-client-panel.jpg\" alt=\"Client Panel\" loading=\"lazy\"><\/a><\/div>\n<\/section>\n<section id=\"troubleshooting\">\n<h2>Troubleshooting for beginners<\/h2>\n<div class=\"pqm-table-wrap\">\n<table class=\"pqm-table\">\n<thead>\n<tr>\n<th>Symptom<\/th>\n<th>Simple explanation<\/th>\n<th>What to check first<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>The page looks empty<\/td>\n<td>The system may have no demo data yet, or the current user may not have access to the required role\/capability.<\/td>\n<td>Create one test task, assign a department, then refresh the screen. Also check the user role.<\/td>\n<\/tr>\n<tr>\n<td>A button opens a login page or My Account<\/td>\n<td>The visitor is not logged in or the page is using a frontend-safe route that requires authentication.<\/td>\n<td>Log in with a test user that has the expected role. Check whether the shortcode\/page is visible only to logged-in users.<\/td>\n<\/tr>\n<tr>\n<td>Data exists but does not appear in a report\/chart<\/td>\n<td>Filters, date range, status rules or completion dates may exclude the task.<\/td>\n<td>Clear filters, expand the date range and verify that the task has the status\/date required by the report.<\/td>\n<\/tr>\n<tr>\n<td>Something changed but the screen still shows old data<\/td>\n<td>Browser cache, WordPress cache or AJAX response cache may show old information.<\/td>\n<td>Refresh the page, clear cache for this page and test in an incognito window before debugging code.<\/td>\n<\/tr>\n<tr>\n<td>The layout is broken on a small screen<\/td>\n<td>Wide tables and timelines need horizontal space; this is normal if the content remains readable.<\/td>\n<td>Use the mobile breakpoint, keep cards in one column and allow horizontal scroll only inside tables\/timelines.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/section>\n<section id=\"checklist\">\n<h2>Readiness checklist<\/h2>\n<div class=\"pqm-checklist\">\n<div class=\"pqm-check\">A beginner can explain what this screen is for after reading the first two sections.<\/div>\n<div class=\"pqm-check\">The correct role can open the screen and restricted roles cannot see unsafe actions.<\/div>\n<div class=\"pqm-check\">There is at least one realistic test task visible in the screen.<\/div>\n<div class=\"pqm-check\">Buttons and links go to the expected place.<\/div>\n<div class=\"pqm-check\">The empty state explains what to do next instead of looking broken.<\/div>\n<div class=\"pqm-check\">The page remains readable on tablet and mobile.<\/div>\n<\/div>\n<\/section>\n<section>\n<h2>Related training pages<\/h2>\n<div class=\"pqm-nav-grid\"><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1065\">Training Home<small>Training overview and recommended learning path.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1126\">Production Dashboard<small>Daily command center, active tasks, metrics and quick actions.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1151\">Core Configuration<small>System settings, statuses, roles, capabilities and safe defaults.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1149\">Tasks and Add Task<small>How to create, read and update production tasks step by step.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1128\">Departments and Workflow<small>How production stages and responsibilities are modeled.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1069\">Calendar and Standard Gantt<small>Date planning, deadlines and visual timeline overview.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1130\">Email Queue and Communication<small>Customer messages, email queue and communication templates.<\/small><\/a><a href=\"https:\/\/rewolucjaai.pl\/?page_id=1142\">Reports and KPI<small>KPI, margins, bottlenecks, exports and production analysis.<\/small><\/a><\/div>\n<\/section>\n<div class=\"pqm-footer\"><a class=\"pqm-btn secondary\" href=\"https:\/\/rewolucjaai.pl\/?page_id=1067\">\u2190 Admin Panel<\/a><a class=\"pqm-btn\" href=\"https:\/\/rewolucjaai.pl\/?page_id=1132\">Employee Worker Portal \u2192<\/a><\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>PQM Training \/ Client Panel Customer Portal Client Panel Customer-facing area for own tasks, status updates, messages, files and production communication. Production OSWordPress CoreRole-based workflowTraining Center Training pages Training HomeProduction DashboardCore ConfigurationTasks and Add TaskDepartments and WorkflowCalendar and Standard GanttEmail Queue and CommunicationReports and KPIModules \/ MarketplaceSetup WizardLicense and Demo ModeHelp and TrainingAdmin PanelClient PanelEmployee [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1124","page","type-page","status-publish","hentry"],"blocksy_meta":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1124"}],"version-history":[{"count":2,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1124\/revisions"}],"predecessor-version":[{"id":1166,"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=\/wp\/v2\/pages\/1124\/revisions\/1166"}],"wp:attachment":[{"href":"https:\/\/rewolucjaai.pl\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}