Notion Client Portal - Grant Access to Clients

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In this video, I show you how to grant access to clients once you have their Notion client portal all set up. Hope it helps! If you have any other questions, let me know. ~ Chloë :)
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Hi, I’m Chloë. I provide digital systems, strategies, and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.
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Date: 11th March 2023
Sub Count: 2738

Опубликовано:

9 мар 2023

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Комментарии : 17

@user-hz5mk8iu5j 13 дней назад

Thank you soo much, this was soo helpful

@VickiAdes 11 месяцев назад

That was VERY helpful!!! Thank you

@MVS_DJGillyGill 8 месяцев назад

going to try the share to web feature, I think you've answered my question from few minutes ago without even trying ahah good stuff!

@chloeforbesk 8 месяцев назад

Love it! I'd love to know how you get on with it:)

@goldenant9450 2 месяца назад

what if you publish a webpage and they have an account would they get notifications? I imagine this would be the best option as its the most flexible - you can send the link explaining the pros and cons of having an account, but either way the client now has access to the page. they may use it for a bit without an account, but later on decide to create one.

@ilse5293 9 месяцев назад

This is really helpful -I hadn't explored the email option before. A question, how do sub or hidden pages work with this, as example buttons which link to a feedback page, work for sharing? It seems like they need to be shared individually as well as the page itself?

@chloeforbesk 9 месяцев назад

Sub pages always take on the privacy settings of the parent page UNLESS you override them by going in and changing them. With pages outwith the portal itself, you would need to grant the client access to that page for them to be able to access it OR move that page into the client portal database. I do the later with feedback forms. I move it in when I’m ready and it will automatically take on the share settings of the parent page (client portal page). Does this make sense and answer your question?

@videoforentrepreneurs Год назад

Since releasing this have you found any way for them to be able to get notified when using the share to web feature? I am trying to get my clients off from email altogether and move our correspondence to notion entirely. Thanks for making awesome videos.

@chloeforbesk 9 месяцев назад

I don’t think this is possible via Notion alone. The reason is that notifications are a feature for those using Notion. Sharing to web means the client isn’t using the platform itself therefore can’t receive a notification. However, the new automation (paid feature) does allow you to send updates to slack so technically if you have a slack account to communicate with clients then you can send updates that way. It may also be possible with third party integrations such as Zapier, Pipedrive or Make. Sorry I missed this when you first posted this. I thought it was worth replying now just in case you’re still wondering or for anyone else who is unsure. I hope this helps! ~ C

@videoforentrepreneurs 9 месяцев назад

What about if they do have a notion account and I invite them to the space? Can they get email notifications then?

@videoforentrepreneurs 9 месяцев назад

@@chloeforbesk Also… Thank you for taking the time to answer. 🙏🏼😊

@chloeforbesk 9 месяцев назад

@@videoforentrepreneurs Yes! This is what I recommend for everyone now. I’m thinking of remaking a lot of these videos. I’ve learned a lot from comments like this and i think it would be helpful for clarity. Sharing this because if you have any other questions or areas you would like me to cover in these videos, let me know and I’ll be sure to incorporate them in. :)

@videoforentrepreneurs 9 месяцев назад

@@chloeforbesk Awesome! I do the same thing on my channel. Ask for suggestions. We are using notion as a client portal for our video editing services and we need to get a notification to our client when it’s time for video reviews.

@OrincyWhyteDesigns 6 месяцев назад

Great video!!! But just to clarify, if I want the person I am sharing the page with to upload files, does it need to be “can edit”? Or will “can comment” be enough

@chloeforbesk 6 месяцев назад

Thank you so much :) You can do comment if the work you do is more showing your work and getting feedback. If you need the client to add content, send messages or the project is more collaborative, 'can edit' might be easier. The great thing it's easy to change so you can always make a test account to see which option you'd prefer your client to have.

@OrincyWhyteDesigns 6 месяцев назад

@@chloeforbesk perfect!! Thank you!!

8:53

Notion Client Management Template (+ Integrated Client Portal and Time Tracker)

Просмотров 3,8 тыс.