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How To Build a Client Portal in Notion (Step-by-Step)

Aouab Chakir

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How To Build a Client Portal in Notion (Step-by-Step)

1 012 просмотров · 4 мес. назад
Aouab Chakir
183 подписчика
1 012 просмотров · 4 мес. назад
Get my 1-1 support to build your Notion + AI system and scale your agency: https://cal.com/operflow/discovery Get 3 free months of Notion business plan → https://affiliate.notion.so/15el7dtsgisj Get all client portal levels: https://app.notion.com/p/operflow-int... In this video, I walk you through how to build a client portal in Notion from scratch, but we're doing it in three different levels so you can pick the one that fits where your business is right now. We'll cover: -Level 1 — a simple portal with zero databases, perfect if you just want to share resources and don't have deliverables yet. -Level 2 — adding databases so you can track tasks without worrying about complicated access rules. -Level 3 — the advanced setup with master databases, sharing views only with your clients using Notion's Page Level Access. -What a professional portal actually does for your client relationships — the time it saves you every week, and the first impression it gives. Timestamps [00:00] - Intro [01:13] - Simple Portal [07:38] - Unsynced Portal [12:48] - Master Portal [24:01] - Outro