Portal Content
Configure content displayed in the client portal.
Overview
Portal Content settings control what information and features are available to clients in their portal. You can customize the experience to show relevant project information while protecting sensitive data.
Accessing This Setting
- Go to Settings > Projects > Portal Content
Configuration Options
Portal Sections
- Dashboard - Overview widgets and content
- Documents - Which documents are visible
- Photos - Photo gallery settings
- Schedule - Project timeline visibility
- Messages - Communication options
- Selections - Selection review access
- Billing - Invoice and payment visibility
Content Settings
- Welcome message text
- FAQ content
- Help information
- Contact details
- Custom pages
Visibility Controls
- Show/hide specific sections
- Control document access by folder
- Filter what clients can see
Customization
For each section, configure:
- Whether it's visible to clients
- What level of detail is shown
- Custom labels and descriptions
- Access permissions