Documentation | Portalize

Start here: 90-second setup tour

See how to connect Notion, sync clients, configure views, and share your portal.

portalize.app - product tutorial

Connect Notion, map clients, and publish your first portal view.

Structure your Clients, Projects, and Tasks databases for Portalize.

Sync from Notion, control portal access, and understand plan limits.

Configure relation and text-key filters so each client sees only their data.

Scope Tasks through Projects using relation chains or rollups.

Let clients update status, select, checkbox, and text fields in Notion.

Pick a layout, choose visible fields, and drag to reorder columns clients see.

Branding, notifications, preview mode, billing limits, and Notion reconnect.

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