MOODLE™ PLUGINNO AIMOODLE 4.4 – 5.3

Client Portal for Moodle™

Give every corporate client its own branded portal. Their managers sign in and see their own people's progress, grades and certificates, and nothing else. You stop answering "how are my people going?" emails.

lms-labs.com →

1Welcome

Client Portal gives every corporate client its own branded portal in your Moodle™ site, so their managers can check on their own people without emailing you.

**What Client Portal is for.** Moodle training providers, if your corporate clients keep emailing to ask how their people are going, this one is for you.

**One branded portal per client.** Client Portal gives each client its own branded portal inside your Moodle site. Their managers see their own learners, progress, grades and certificates, and nothing else.

**The demo and no AI.** Our demo uses Saltbush Training and its client, Bayside Freight. Both are fictional, made for this tutorial. And there's no AI here. No AI, no AI credits, and no ChatGPT. Just your Moodle data.

2Set up a client

Site administrators set up each client once: the client, its cohort, its staff and which enrolments it owns.

**The clients list.** Start in Site administration, under Client portal, then Clients. Each client is one cohort, so its learners are simply the cohort's members.

**Add a client.** Add a client with its name, business number and contact details. Pick an existing cohort, or let the portal create one for you.

**Add client staff.** Next, add the client's staff. A client manager sees everything in the portal. A client representative sees learners, groups, reports and certificates.

**Existing or new accounts.** Add someone who already has an account, or create a new one, and Moodle emails them a password. Staff use their own account, separate from any learner account.

**Owned enrolments.** Nope! Clients only see the courses they enrolled their people in. New enrolments are assigned to the learner's client automatically.

**Learners in two clients.** If a learner works for two clients, like Kai here, you choose which client owns that enrolment.

**Settings.** In the settings, choose whether new enrolments are assigned automatically, whether learner emails are shown, and any extra pages staff may open.

3Signing in

Client staff use your normal login page and land straight in their portal. The rest of the site is closed to them.

**Locked to the portal.** And they land straight in their own portal, with their company's logo and colours. Try to open a course, the dashboard or a profile, and Moodle brings them right back here.

4Dashboard

The first page client staff see: headline numbers, every course, the latest completions and each group.

**Courses, completions and groups.** Below that, every course with its completion rate, the latest completions, and how each group is going.

**Filter by group.** Pick a group, like Depot, and every number updates for just that team.

5Learners

Every learner the client has, with drill-down to each course, each activity and each certificate.

**The learners list.** Learners lists everyone at Bayside Freight, with their groups, courses, completions, and when they last signed in.

**Add learners to a group.** Select a few learners, pick a group, and add them in one go.

**One learner.** Open a learner to see every course: status, progress, enrolment and completion dates, grade, and certificates.

**Every activity.** Open a course to drill into each activity, with the date and time it was completed, and its grade.

**Certificates for a learner.** Certificates download right here. If a learner has earned one but hasn't opened it yet, the portal issues it for them.

6Groups

The client's own way of organising people. Portal groups never change your courses, cohorts or Moodle groups.

**Client groups.** Groups let the client organise learners their own way, like Depot, Drivers and Office, with an optional cost centre.

**Create a group.** Creating a group takes a name, and a cost centre if they use one.

**Group members.** Then move learners in and out of the group. These groups live only in the portal, so your courses don't change.

7Reports and certificates

A progress matrix with filters and exports, and every certificate in one place.

**The progress matrix.** Reports shows every learner against every course on one page.

**Filter and export.** Filter by group, course or status, then export to Excel or CSV for their own records.

**All certificates.** Certificates lists every certificate issued to their learners. Download one, or all of them as a zip.

8Team and privacy

Who has access, what they did, and how one client's view stays separate from another's.

**Team and activity log.** Managers also see who has portal access, and an activity log of exports, downloads and changes.

**The representative view.** Representatives see the same portal, without the team page.

**Privacy between clients.** And privacy holds. Sofia also works for another client, so Bayside sees only the courses Bayside enrolled her in.

9Help

Client staff can't reach your site's other pages, so the portal has its own Help tab: 17 short guides to every page, each with a screenshot, numbered pins and steps. Representatives don't see the Team guide.

**The Help tab.** Stuck? The Help tab has seventeen short guides, one for every page of the portal.

**Pinned guides.** Each guide has a screenshot with numbered pins, so client staff never need to ask you.

10Wrap up

Where to get it and what it works with.

★No AI, by design

Client Portal reads your Moodle data: enrolments, activity completion, grades and certificates. It uses no AI, no AI credits and no ChatGPT, so there is nothing extra to pay and nothing sent to an AI service.

⚙Install and requirements

Download local_clientportal_v1.0.5.zip from lms-labs.com.
Go to Site administration › Plugins › Install plugins, drop the ZIP in and finish the upgrade.
When the upgrade finishes, run Site administration › Development › Purge caches › Purge all caches so every browser loads the theme with the portal's styles. Do this after every update too.
Open Site administration › Plugins › Local plugins › Client portal › Clients and add your first client.

Works with	Moodle™ 4.4 to 5.3 (tested on 4.4, 4.5, 5.0, 5.1, 5.2 and 5.3)
Recommended	Cohort Branding (client logo and colours) and the Premium SaaS theme
Certificates	Custom certificate (mod_customcert, including 5.2+) and Course certificate (Certificate manager)
Role created	"Client portal user", given automatically to client staff

🔒Permissions

Who	What they can do
Site administrator or anyone with `local/clientportal:manageclients`	Add clients and staff, assign owned enrolments, open any client's portal (support view)
Client manager	Everything in their portal, including the team page and activity log
Client representative	Learners, groups, reports and certificates for their client
Learners	Nothing changes for them

✓Best practice

One cohort per client. Let the portal create it, then add learners as you enrol them.
Separate staff accounts. A client manager who is also a learner needs two accounts. The portal refuses to make an enrolled user staff.
Turn on automatic assignment. Then only learners who work for two clients need you to choose an owner.
Add Cohort Branding. Each client then sees its own logo and colours, which builds trust.
Restrict certificates to finishing the final assessment, so the portal only offers certificates that have been earned.

🛡Privacy and data

A client sees only members of its cohort, and only the course enrolments it owns. A learner who also studies privately or through another client keeps those courses private. The plugin stores client staff, owned enrolments, client groups and an activity log, all covered by the Moodle privacy API (export and delete). Removing a learner from a client's cohort removes them from that client's groups.

?FAQ

Can client staff open courses or other pages?

No. Client staff are sent back to their portal from every other page. Site administrators are never locked.

What if a learner works for two clients?

Their new enrolments are not assigned automatically. Choose the owner under Owned enrolments; the other client never sees that course.

Do portal groups change Moodle groups?

No. They exist only in the portal.

Can clients enrol their own people or pay online?

That is the next release: enrolling from the portal at per-course prices, invoices (including Xero) and card or invoice payment.

Does it use AI?

No. No AI, no AI credits, no ChatGPT.

📝Changelog

1.0.5 (12 November 2026): passes the full GitHub CI on Moodle 4.4 to 5.3; now supports Moodle 4.4; cleaner template and styles.

1.0.4 (11 November 2026): release-desk fixes: an empty thirdpartylibs.xml and stricter field types (no PARAM_RAW).

1.0.3 (11 November 2026): first stable release. New Help tab with 17 guides for client staff; portal styles renamed to cport- so other plugins can't restyle the portal; install notes say to purge caches after an update; tidier tabs in the Premium SaaS theme.

0.1.1 (11 November 2026): certificate downloads work with Custom certificate 5.2+; a calm "This course is private" notice; course totals as percentages; links in the client's colour; tested on Moodle 4.5 and 5.3.

0.1.0 (11 November 2026): first release: clients, staff, lockdown, dashboard, learners, groups, reports, certificates, team and activity log.