Global Settings and Customizations for Client Portals

This article covers everything you need to know about editing the five default portal pages, along with other global customizations and settings you can configure from the Portals tab in your Motion.io account settings.

Portal Pages

By default, every Motion.io client portal includes five standard pages that apply globally across all client portals. These pages are:

• Home: This page is where clients go to see a high-level overview of progress across all projects.
• Projects: For clients you invite to a single project, this page will automatically update to the name of that project. When you invite a client to multiple projects, this page allows them to toggle between them.
• My Tasks: This page is where clients can view and complete any tasks they've been assigned. 
• Files: On this page, clients can view and download their uploads and any access files that your team has shared with them.
• Messages: On the Messages page, clients can access the chat for each project your team has invited them to. When clients write a chat message, it will automatically appear for your team in the Motion.io Message Center.

Renaming Portal Pages

Motion.io includes three core pages—Home, Projects, and My Tasks—that are essential for both your team and your clients. To maintain consistency and usability, these pages cannot be renamed or disabled.

However, you can rename the Files and Messages pages better reflect your brand or client workflow. To rename one of these pages, go to your Account Settings, click the pencil icon next to the page name, enter your desired label, and save your changes.

Removing Portal Pages

If you would like to hide the Files or Messages pages from the client portals, you can do so by going to Settings in the left sidebar and clicking the Portals tab at the top. From there you will be able to toggle the page visibility on-and-off.

Adding a Custom Header Image to Portals

From the “Portals” tab in your account Settings, you can upload a custom header image to better reflect your brand and create a more professional client experience. Once uploaded, the image will automatically appear across all portals.

To add a custom header image go to Settings → Portals, then click Change Header Image to upload your file.

Requiring Passwords for Portals

From the Portals tab in your account Settings, you can also choose to disable magic links and require clients to enter a password to access their portals and any projects they’ve been invited to. This is a global setting that applies to all client portals.

Click here to learn more about password-protected portals.