Portal Settings
Customize your portal, manage notifications, and understand plan-gated features.
Settings overview
Open Settings in the agency dashboard. Tabs include Account, Branding, Notifications, Client Login, and Notion.
Branding
Customize how your portal looks to clients:
- Portal name - shown in the header and emails
- URL slug - your portal lives at
portalize.app/p/slug - Logo and favicon - Free uses Portalize defaults; custom uploads on Starter+
- Primary color - accents buttons and highlights (all plans)
- Hide "Powered by Portalize" - Professional plan and above
Free includes portal name and primary color. Custom logo/favicon starts on Starter. Client preview works on every plan. Removing the Portalize watermark requires Professional.
Preview as client
From Settings or the Clients page, open Preview portal to see the client experience without logging in as a real client. Preview uses a sample client context so you can verify scoping and layout.
Available on all plans, including Free.
Email notifications
Under Notifications, control emails sent to your clients when new content appears in Notion:
- Email notifications - master toggle
- New projects, New tasks, New documents - per-type toggles
- Notify on client edits - email you when a client updates an editable field
New-item notifications are processed periodically by a background job that compares Notion data to previously seen records. They are not instant webhooks - expect a short delay after you add something in Notion.
Client login links
Clients sign in with passwordless magic links. Under the Client Login tab you can control how those links behave for the portal:
- Link validity - how long a login link works after it is sent. Choose from 15 minutes, 1 hour, 4 hours, 24 hours, 7 days, 30 days, or never. The default is 15 minutes, and all options are available on Free forever.
- Allow shared (reusable) links - when off (default), each link works only once. When on, a single link can be used by multiple people until it expires - useful for sharing one link with a whole team.
- Revoke active links - immediately invalidate every login link already sent for this portal. Use this if a shared link leaks or a team member leaves.
Changes save automatically and apply to links sent from that point on - links already in an inbox keep the behavior they were issued with.
Security note: reusable links are less secure - anyone with the link can sign in as that client until it expires. Everyone using a shared link is signed in under the email the link was requested for; it does not create separate accounts. Prefer the shortest validity that works, and avoid long-lived reusable links for sensitive portals.
Notion connection
The Notion tab shows your connection status. Use Reconnect if you need to re-authorize or grant access to additional databases. After adding a new database in Notion, open it and add Portalize under Connections if it does not appear in the view editor.
Plans and limits
| Plan | Clients | Portals | Notable features |
|---|---|---|---|
| Free | 3 | 1 | Core portal, branding basics; client views are read-only |
| Starter | 10 | 1 | Client-editable fields, email notifications |
| Professional | 50 | 3 | More clients and portals |
| Agency | Unlimited | Unlimited | Remove powered-by, custom domain, audit log |
Manage billing at Billing. See current pricing on the homepage.
View layouts
When creating or editing a view, choose a layout on the Basics tab:
- List - compact rows, good for tasks and documents
- Table - columnar layout for many fields
- Cards - larger cards for projects or summaries
When a view's Notion database has an image or file property, the Basics tab also shows an Image size option (Small, Medium, or Large) that controls how large thumbnails appear in list, table, and card rows. Detail pages always show large images.
Clients can search and filter by status or select values on view pages. Advanced server-side filters in the view editor are not yet available.