Documentation

Setting up your client portal with Portalwith is designed to be quick and intuitive. Here’s a general overview of the steps:

Quick overview

A short video covering what Portalwith is and how it works.

1. Connect to your Notion Workspace

Create a Notion integration, paste its token in Portalwith, and share your Notion databases with it to enable secure syncing.

2. Map Your Databases

Map entity types to Notion databases. 'member' is required (used for sign-in). 'client' is optional (enables grouping by company/organization).

3. Configure Settings

Customize branding, permissions, and what clients can see and do in their portal.

4. Connect Your Domain (Optional)

Use your own custom domain for a fully branded client portal experience.

5. Client Portal Site is Ready

Approve client access. Members can log in with their email once your site is connected to your Notion member database.

Connect to Notion Workspace

  1. Click the "Add Integration" button on the right side beside select database...
  2. Share each Notion database with PortalWith integration

Sharing databases with PortalWith integration is required for the app to read them. You can revoke access anytime in Notion.

How to integrate (Notion integration walkthrough)

Step-by-step instructions to connect your Notion integration and share the right databases.

Map Databases (Entity Types)

Member/User (required)

Used for sign-in and identifying people. Recommended properties: Name (title), Email (text/email), Status (optional).

The app uses the member's email to authenticate site users. Without mapping member, sign-in won't work.

  • • Name (title) — required
  • • Email (text/email) — required

Client (optional)

Represents companies/organizations. Enables grouping members under a company (e.g., one company with 2 people).

If you skip client, members still work.

  • • Name (title) — required

Relations and Data Visibility

To restrict or filter content data by client or member:

  • Add a relation inside your database/datasource settings, the relation will use "relation" property
  • Make sure the relation always ended up to datasource assigned to member or client entity type.

For non-restricted data: you don’t need any relation.

Test Your Setup

  1. Add a test member with a valid Email in your mapped Notion member database.
  2. (Optional) Create a client and relate the test member to it.
  3. Open your portal and sign in using the test member’s email.

Security & Permissions

Access is scoped to the databases you share with your Notion integration. You can remove or change access at any time from Notion’s Share settings.

Troubleshooting

  • Members not visible: ensure the member database is mapped correctly, has email & name properties and shared with your PortalWith integration.
  • Client or User sees all the contents: Enable "Relation" in database settings to restrict content by client or member, make sure you have "relation" property pointed to the correct database.
  • I've updated the data but its not updated Try reloading the page or click "Sync Now" in the portalwith => Notion
  • I can't find my database/datasource: confirm the PortalWith Notion integration has access to each database or datasource.

Need more help?

Our team can walk you through Notion setup, mappings, and relations.

Contact support