Introduction
Building a client portal in Notion can be a powerful way to share updates, project timelines, or support tickets. But without the right controls, you risk exposing sensitive data or spending too much time on manual updates. Here’s how to create a secure, efficient client portal using Bridge for Notion.
Why Notion Alone Isn’t Enough
While Notion is great for internal documentation and task tracking, its built-in permissions and sharing options aren’t designed for external users.
- Overexposure risk: Clients may see internal notes or unrelated data.
- Lack of customization: Notion doesn’t let you fully tailor what external users see.
- Manual maintenance: Keeping shared data updated can be tedious.
Essential Features of a Custom Client Portal
- Tailored views: Share only relevant data, like task lists or progress updates.
- Embedded forms: Let clients submit tickets or requests directly.
- Granular access control: Ensure sensitive data stays hidden.
How to Build Your Portal with Bridge for Notion
Step 1: Connect your Notion workspace
Authenticate your account with Bridge for Notion to start customizing your views.
Step 2: Design your client view
Choose which Notion databases to connect and customize the layout—whether it’s a board, table, or dashboard.
Step 3: Embed forms and widgets
Let clients submit updates or requests, and display key statistics with dashboard widgets.
Step 4: Share the portal securely
Choose between public access or private links with password protection.
Success Stories: How Businesses Are Using Custom Portals
- Marketing agencies: Share campaign progress and performance metrics in real time.
- IT support teams: Allow clients to submit tickets and track resolutions.
- Product teams: Share feature development roadmaps and collect feedback.
Conclusion
Stop juggling manual updates and clunky sharing methods. Build a secure, streamlined client portal with Bridge for Notion and keep your data under control. Join the waitlist today to get started.