Documentation | Portalize

Setup

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.

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

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