This page is the internal how-to for client logins, attaching sites, and passwords. Clients never see this.
1. Attach a site (the three boxes)
On each person, the bottom row is:
Product name — required. The label on their card, e.g. Food Pantry Software.
Previews folder — optional. A folder name under sites/pthomas-net/previews/.
Live URL — optional. A full website they should open, e.g. https://foodpantry.pthomas.net/.
Then click Attach.
Folder and live URL can both stay empty. The name is enough. We make a folder from the name (spaces become dashes). Fill a URL when you want them to see a site that already lives somewhere else.
2. Examples
Live site only (Jean / Food Pantry): name Food Pantry, folder blank, live URL https://foodpantry.pthomas.net/. She opens the real site and leaves notes.
Local preview only: drop files in previews/acme/, then name Acme website, folder acme, live URL blank.
Both: folder for a Muse draft, live URL for production. They open the live URL; the folder is a backup path.
Name only: name Food Pantry Software, both others blank. We use folder food-pantry-software. Put files there later, or add a live URL with another Attach if you meant a second product.
If the person already has Food Pantry attached, you only Attach again when you want a second product on that login.
3. Create a client
Use New client at the top, or let them sign up themselves at Client Login.
Display name, username (email is fine), and password are required.
Product name / folder / URL on that form are optional — you can attach after they exist, which is what you did for Jean.
The web form cannot create another admin. patrick is the only admin.
4. Password, disable, delete
Set password — type the new password and save. Tell them the new one; it is not emailed.
Disable — they stay in the list but cannot sign in. Enable brings them back.
Delete — confirm, then the login is gone. Notes they already sent stay in Client notes.
Remove on a product — unhooks that site only.
You cannot disable or delete the admin account you are signed in as.
Why didn’t Attach do anything? You need a product name. If they already have that site, you’re adding a second card — that’s OK, or use Remove first.
Where do preview files go?PatrickInvestments/sites/pthomas-net/previews/<folder>/. Elon serves that as /previews/<folder>/.
Can they edit the Food Pantry site from here? No. This desk is review + notes. Editing the pantry itself is a different login (pantry portal), not this handoff.