How To Build a Client Portal in Notion (Step-by-Step)
Aouab Chakir
0:00 / 0:00
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
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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