Editing Portal Pages

In Motion.io, you have total control over the pages your clients can access in the left sidebar of their portals. In addition to being able to modify the portal pages Motion.io creates by default, you can add new portal pages of your own to provide clients access to static information or connected software applications they'll need multiple times throughout a project.

This article will detail everything you need to know about adding, editing, and removing pages within your Motion.io client portals.

📣 Note: Your client portals in Motion.io automatically populate with the brand customizations you specify on your account's Team Settings page. Click here to learn more.

Default Portal Pages

Motion.io generates a portal with five default pages when creating a new project from scratch. While these default portal pages can provide a helpful jumping-off point, you can customize them however you'd like — or even remove them entirely.

The five default portal pages are:

Welcome - features a boilerplate template that welcomes the client to their portal and provides information explaining the various pages of the portal.
Tasks - this page is where clients can view and complete any tasks you've assigned.
Files - will populate with a version of the same File Management Area you have access to as an admin of the project. From it, clients can view and download any files shared throughout the project.
Chat - automatically adds Motion.io's chat integration to the page. In this chat area, clients can send messages, tag you and your team members in messages they send, and upload files.
Help Desk - features a default help desk form where clients can submit support requests.

📢 Note: If you remove default pages from a portal, you can quickly add them back at any point. To add a default page back to a portal, click "Add New page," then specify which default page you'd like to add back to the portal using the "Page Type" dropdown that appears.

Using the Portal Page Editor

To edit existing pages within a portal or create custom portal pages of your own, select a project from your dashboard and click "Portal" from the options at the top of your screen.

On the Portal Editor screen (shown below), you'll have a similar view of the portal as your clients will, but with additional editing options.

1. Portal Page Editor - the portal page editor allows you to customize portal pages (including default pages) however you want. Select an existing page from the sidebar or create a new page to access the portal page editor.

2. Hide/Show - by default, all existing portal pages or new pages you create will appear to your client. To manually hide a portal page from your client, clicking the "eye" icon allows you to do so.

3. Automations - clicking the "star" icon allows you to create automations that show or hide a portal page automatically when a trigger event occurs. Click here to learn more about automations.

4. Add New Page - click this button to add a new page to the portal and customize it with whatever information, resources, or third-party apps you'd like to give your client access to.

5. Delete - clicking the "Delete" button will remove the selected page from the portal. Both default pages and custom-created pages can be deleted from client portals.

👋 Tip: In addition to the customization options detailed above, you can change the order of portal pages by dragging them to new positions in the sidebar on the far left of your screen.

How to Create New Portal Pages

To create custom pages within a portal, click the "Add New Page" button under the list of portal pages in the sidebar. When adding a new page to a portal, the editor provides four different sections you can customize:

1. Title - allows you to specify a client-facing name for the portal page.

2. Content - provides a way to add static content like text, images, and URLs to the portal page.

3. App Embed Code - allows you to embed any website or software application directly into a portal page by pasting in an iFrame embed code or shareable URL.

4. Change Icon - allows you to choose an icon to display along with the portal page title.

How to Preview a Portal as a Client

After saving any changes you've made to the portal pages, clicking "Preview" at the top of the editor will open a new tab that allows you to preview exactly how the portal will appear to your client.

How to Edit Portal Pages in Templates

Editing portal pages in your project templates functions similarly to editing pages in active projects.

To edit the portal pages in a template, select "Templates" from your account sidebar, click the three dots to open the dropdown, and select the "Edit" option from the dropdown.

From here, the process for editing portal pages operates like editing pages in active projects.

📢 Note: After saving changes to portal pages in a template, a modal will open where Motion.io prompts you to apply the changes to projects previously created from it. Click here to learn more.