Portal Settings
Customize your portal, manage notifications, and understand plan-gated features.
Settings overview
Open Settings in the agency dashboard. Tabs are Account, Branding, Client Login, Portal, Notifications, and Notion.
Branding
Customize how your portal looks to clients:
- Brand name - the name clients see in the portal header and on the portal login page; until you save one, the portal shows "Portalize"
- Look - the visual style applied across the portal
- Color - accents buttons and highlights (all plans)
- Logo & favicon - Free uses Portalize defaults; custom uploads on Starter+
- Background image - optional backdrop for the client portal; uploads on Starter+
- Portalize attribution - hide "Powered by Portalize" on Professional and above
Free includes brand name, look, and color. Custom logo, favicon, and background uploads start on Starter - on Free you cannot upload a background image, but you can remove one that is already set. Client preview works on every plan. Removing the Portalize watermark requires Professional.
Your portal name and your portalize.app/p/slug URL live on the Portal tab, not here. Portal name is client-facing too - it is the sender name and subject of the login email clients receive - so it is worth keeping in step with your brand name. The slug is fixed once the portal is created.
Preview as client
From Settings or the Clients page, open Preview as client 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 delivery - master toggle; everything below depends on it
- One toggle per enabled view - decide view by view whether clients hear about new items. Create and enable a view first and it appears in this list.
- Client Field Updates - emails you when a client changes an editable field
Email notifications require Starter or above. On Free the section is visible but the master toggle cannot be turned on.
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.
This tab also holds your Client identity mapping - which Notion database holds your clients, and which properties are their Email and Name. Change it here if you move clients to a different database after setup.
Plans and limits
| Plan | Clients | Portals | Notable features |
|---|---|---|---|
| Free | 3 | 1 | Core portal, branding basics; client views are read-only |
| Starter | 10 | 1 | Custom logo & favicon, client-editable fields, email notifications |
| Professional | 50 | 3 | Everything in Starter, plus remove "Powered by Portalize" |
| Agency | Unlimited | Unlimited | Everything in Professional, plus custom domain |
Manage billing at Billing. See current pricing on the pricing page.
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.