Title: kosubmit portal lite
Author: kreativekabbage
Published: May 3, 2026
Last modified: May 23, 2026
---
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# kosubmit portal lite
By [kreativekabbage](https://profiles.wordpress.org/kreativekabbage/)
[Download](https://downloads.wordpress.org/plugin/kosubmit-portal-lite.12.1.8.zip)
* [Details](https://vec.wordpress.org/plugins/kosubmit-portal-lite/#description)
* [Reviews](https://vec.wordpress.org/plugins/kosubmit-portal-lite/#reviews)
* [Installation](https://vec.wordpress.org/plugins/kosubmit-portal-lite/#installation)
* [Development](https://vec.wordpress.org/plugins/kosubmit-portal-lite/#developers)
[Support](https://wordpress.org/support/plugin/kosubmit-portal-lite/)
## Description
kosubmit portal lite is the missing link between Forminator forms and client management.
It transforms form entries into a dynamic dashboard where Admins, Staff, and Clients
can interact with submissions.
**Why use kosubmit portal lite?**
If you use Forminator for applications, orders,
or intake forms, you likely struggle to manage them after submission. kosubmit portal
lite solves this by giving every entry a “Status,” an “Owner,” and a secure dashboard“
Home.”
**Core Features:**
* **Role-Based Access:** Dedicated dashboards for Admins (overview), Staff (assigned
tasks), and Clients (submission history).
* **Workflow Tracking:** Move submissions through professional statuses like “New,”“
In Process,” “Awaiting Docs,” and “Complete”.
* **Staff Assignment:** Assign specific entries to staff members for better team
management.
* **Document Center:** Clients can upload requested supporting documents directly
to their specific submission.
* **Internal Communication:** Add private staff notes to entries to keep your team
on the same page.
* **Secure & Private:** Clients only see their own data; Staff only see their assigned
work.
* **Automated Notifications:** Basic, professional email alerts for status changes,
document uploads, and staff account creation.
**Pro Features (Available at www.kosubmit.com):**
* **QuickBooks Online Integration:** Automatically generate Customers and Invoices
from form submissions.
* **Custom Email HTML & Branding:** Edit notification templates, inject your logo,
and use dynamic variables in subject lines.
* **Client Data Export:** One-click CSV exporting for your entire client list.
* **Printable Records:** Generate clean, professional, printer-friendly views of
submissions.
* **Advanced White Labeling:** Full control over colors, fonts, and branding to
perfectly match your agency.
## Installation
1. Ensure **Forminator** is installed and active.
2. Upload the `kosubmit-portal-lite` folder to the `/wp-content/plugins/` directory.
3. Activate the plugin through the ‘Plugins’ menu in WordPress.
4. Create a new page (e.g., “Portal”) and add the shortcode: `[kopor_portal]`.
5. Go to **kreativekabbage kosubmit portal lite > Settings** to configure your Forminator
field mappings.
## FAQ
### Does this work without Forminator?
No. This plugin is specifically built to extend Forminator.
### How do clients view their dashboard?
Clients must be logged-in users with the `kopor_client` role. Place the `[kopor_portal]`
shortcode on any page to render their submission history.
### Can I customize the colors?
The Lite version uses a theme-independent CSS strategy that inherits your site’s
primary colors. Full manual branding control is available in the Pro version.
### My dashboard isn’t updating or deleted items reappear!
kreativekabbage kosubmit portal lite displays live, real-time data. You **must**
exclude your Portal page URL from all caching plugins (like LiteSpeed, WP Rocket,
or W3 Total Cache) and host-level caching. If the page is cached, your clients and
staff will see outdated information.
## Reviews
There are no reviews for this plugin.
## Contributors & Developers
“kosubmit portal lite” is open source software. The following people have contributed
to this plugin.
Contributors
* [ kreativekabbage ](https://profiles.wordpress.org/kreativekabbage/)
[Translate “kosubmit portal lite” into your language.](https://translate.wordpress.org/projects/wp-plugins/kosubmit-portal-lite)
### Interested in development?
[Browse the code](https://plugins.trac.wordpress.org/browser/kosubmit-portal-lite/),
check out the [SVN repository](https://plugins.svn.wordpress.org/kosubmit-portal-lite/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/kosubmit-portal-lite/)
by [RSS](https://plugins.trac.wordpress.org/log/kosubmit-portal-lite/?limit=100&mode=stop_on_copy&format=rss).
## Changelog
#### 12.1.8
* Tested with WordPress version 7.0
#### 12.1.7
* Compliance: Completely rebranded the plugin to “kosubmit portal lite” to strictly
adhere to WordPress.org trademark and naming guidelines.
* Compliance: Standardized the translation text domain to `kosubmit-portal-lite`
across the entire codebase.
* Codebase: Implemented DRY principles for external URLs by dynamically referencing
the upsell class constant.
#### 12.1.6
*UX/UI Update: Implemented a modernized 6-column responsive grid for Client and
Staff dashboards, including compact status badges that automatically extract progress
percentages.
*Feature: Redesigned the “Settings” button logic to display a professional,
vertically centered “Profile Unavailable” modal for clients, preventing unauthorized
access to the WordPress backend. *Feature: Enhanced the “Logout” system to automatically
redirect users back to the portal page, triggering the custom “Access Required”
UI. *Documentation: Updated the “Quick Guide” with dedicated setup instructions
for primary action buttons, security configurations, and secondary form mapping (
uploads). *Bug Fix: Resolved a CSS specificity conflict that interfered with modal
button styling and removed hidden containers that caused vertical alignment issues.
#### 12.1.5
* Structural Update: Successfully separated Free and Pro features to strictly comply
with WordPress.org repository guidelines.
* Compliance: Removed all arbitrary trialware limits (Entries/Staff). Full standard
pagination added to free dashboards.
* Feature: Added a basic automated email notification engine for status updates,
document requests, and staff creation.
* UX/UI: Modernized toast notifications, implemented tab memory, and added persistent
caching warnings.
* Cleanup: Completely removed dormant code, QuickBooks stubs, and unused notification
assets from the free tier.
#### 12.1.4
* Security: Added explicit `wp_verify_nonce()` and `current_user_can()` checks
to all AJAX endpoints.
* Security: Sanitized all `$_SERVER` variables using `sanitize_text_field(wp_unslash())`.
* Compliance: Replaced all inline `