Setting up your client portal with Portalwith is designed to be quick and intuitive. Here’s a general overview of the steps:
Securely link your Notion account to Portalwith to start syncing your data.
Either duplicate our pre-configured Notion template or connect your existing Notion pages and databases.
Tell Portalwith which Notion properties correspond to client data, project status, files, etc.
Customize branding, permissions, and what clients can see and do in their portal.
Use your own custom domain for a fully branded client portal experience.
Easily manage client access. Approve new clients to grant them portal access.
Clients receive a secure magic link to log in to their portal effortlessly. No passwords needed.