Editable Fields

Allow clients to update selected Notion properties directly from the portal.

Overview

By default, portal views are read-only. You can opt in specific fields so clients can update them in Notion without leaving the portal - for example marking a task as Done or filling in a notes field.

Changes write back to the same Notion page via the Notion API. Only the logged-in client can edit records that pass the view's scoping rules.

Supported property types

Only these Notion property types can be marked editable:

  • Status - change workflow status
  • Select - pick from predefined options
  • Checkbox - toggle true/false
  • Number - type a numeric value; clearing the input empties the field in Notion
  • Rich text - edit plain text content (no formatting)

Title, date, multi-select, relation, files, and other types are view-only for now. Status and select dropdowns always reflect the current options defined in your Notion database.

How to enable

  1. Open a view in Views and go to the Fields tab.
  2. Select which properties are visible to clients.
  3. In the Client Editing section, check the box next to each field you want clients to update. Only visible fields of a supported type appear here - making a field invisible also removes it from editing.
  4. Save the view. Clients will see inline controls on list, table, card, and detail views.

Security

Before any update is sent to Notion, Portalize verifies that the page belongs to the logged-in client using the same scoping configuration as the view. Clients cannot edit records outside their scoped data, even if they guess a page ID.

Views must have scoping configured and be enabled before clients can access or edit data.

Client edit notifications

Under Settings → Notifications, enable Client Field Updates to receive an email whenever a client changes an editable field (for example a status or checkbox). This is separate from the client-facing notifications for new projects, tasks, or documents, and is sent to you - the agency owner. It requires the master Email notifications toggle to be on.

Tips

  • Start with one field (e.g. task Status) before enabling many editable columns.
  • Status and Select fields show the same options as configured in Notion.
  • Keep sensitive internal fields out of visible fields entirely.
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