How to Manage Clients in Notion (For real)

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ℹ️ In this video, I show you a unique way for creating and managing client portals in Notion. This method takes advantage of synced blocks and the Notion permission cascade to give you a true 2 way "portal" between external and internal management of your client, while maintaining a single source of truth for that client. You also don't have to share the database and expose your other client data. Not bad!
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TIMESTAMPS
00:00 - Intro
01:15 - Adding “Clients”
02:53 - The Client Template
05:28 - The Client Portal
10:25 - The Aesthetics
13:11 - Current Roadblock
15:05 - How to actually build it
20:31 - Outro
Music from:
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Опубликовано:

7 авг 2024

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Комментарии : 13

@HomesickMac 3 месяца назад

This is great Josh, haven't thought of that - this deep. I did share a sub-page in a client's page and made sure they get to the level I let them reach, but this with the synced block is neat. Thank you!

@devisinggood 2 месяца назад

I REALLY like this option! Thank you for the whole walkthrough. This is so helpful. 👏🏽

@peetung 2 месяца назад

Great video. I use a combination of this synced block trick along with your database perspectives method to create an HR system for my company. HR is essentially like clients, but you DO want your "clients" or employees to see each other and look each other up. BUT, as the business owner, I also need to maintain employee-visible sections of each person, as well as internal private HR notes for owners to see only. I'd be curious to hear what your implementation of HR system would be in Notion (I imagine hopefully it would be along the lines of what I developed after following your fantastic videos!)

@RagnarRockFinder 3 месяца назад

This is great, thanks for sharing! I think the manual step part of this is not a big deal at all. It's a simple step that has a great payoff.

@RagnarRockFinder 3 месяца назад

I'd like to add, I think I'm going to implement this into my business process. I need to collect a variety of documents from clients, and so I'm thinking I'll use Zapier to put all the docs into a Google Drive folder that I can grab all at once. In Notion, you have to download each file/media individually it looks like.

@danielecaschera 3 месяца назад

Thanks for the explanation! Maybe one day we'll have an easier solution in order to avoid duplication of database just for sharing externally some specific data :)

@JoshRedd Месяц назад

I hope so!

@deangraham4076 3 месяца назад

I assume I can't add any org-wide database to the client portal page? For example, the Ideas database is only used with that client. If I share anything, the client will be able to see everything. Correct?

@JoshRedd 3 месяца назад

Depends on what you mean (and I probably should have been better at naming/showcasing things) You can add an org wide database to the "internal" side - the client page. In fact, even if you add it to the synced portal, the client can't see it unless they have access to the whole database. But if you're trying to share a partial segment of that database with the client, then no that's still not possible.

@joachimauster 14 дней назад

Interessting, but huge amount of repetitions, mainly after 15:00, not nice when watching. You also mention around 15:00 that there is a BUTTON solution, but you do NOT really show it. instead to explain again the already shown solution with Synced Block.