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

When creating a new project from scratch, Motion.io generates a portal that includes five default pages:

  • 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: While these five default portal pages can be a helpful jumping-off point, you have the ability to customize them however you'd like, as well as create new, custom portal pages of your own using the portal page editor. Keep reading to learn more.

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 "Edit Client Portal" in the top right corner of your screen.

👋Tip: While Motion.io's portal editor displays a nearly identical view of what clients will see, a quick way to preview exactly how a portal will appear to them is by copying their magic link and pasting it into an incognito window or new browser. 

In the Portal Editor screen (shown below), you'll see a nearly identical preview of what your clients will, but with additional editing options.

1. 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.

2. Automations - clicking the "star" icon allows you to create automations that show or hide a portal page automatically when a trigger event occurs. Options for trigger events you can use include a specific task or stage within the project being marked as complete.

3. Edit - clicking the "pencil" icon of a portal page you've selected will allow you to edit it. Both default and custom-created portal pages can be edited.

4. Delete - clicking the trashcan icon will delete the portal page page you have selected. Both default and custom-created pages can removed 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.

Creating Custom Portal Pages

In addition to modifying or deleting any of the pages Motion.io creates by default, you can add new portal pages of your own – and even embed external software tools your business uses to give clients access to them in one centralized location.

To create custom pages within a portal, click the "Add New Page" button in the sidebar under the list of portal pages.

When creating a custom portal page, there are 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.

👋 Tip: The example above shows a user adding an embed code for a Google Drive Folder. Click here for full instructions on adding Google Drive Folders to your portal pages.

Editing 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 and click the "pencil" icon on the project template you want to modify.

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.

Adding Default Pages Back to a Portal

Should you decide to remove the default Tasks, Files, Chat, or Help Desk pages, you can quickly add them back to the portal at any point.

After removing default pages, clicking "add new page" will provide you with an additional dropdown option labeled "Page Type," where you can specify which default page you want to add back to the portal.

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