Portalize

Overview

Portalize helps teams safely share Notion databases with external clients.

It creates secure, client-facing portals on top of your existing Notion workspace, allowing you to define client-safe views, control which fields are visible, and ensure each client only sees data scoped to them.

Clients access shared data through Portalize, they never access your Notion workspace directly. This prevents accidental exposure of internal notes, drafts, or other clients’ data, while letting you keep Notion as your source of truth.

How to use

Portalize uses the Notion integration to connect your workspace during Portalize onboarding.
1. Goto the installation url.
Install Portalize and connect your Notion workspace via OAuth.
2. Select the Notion database you want to share with clients.
3. Create a client-safe view by choosing which fields are visible and how records are scoped.
4. Invite clients to Portalize so they can log in and view their data.
5. Continue managing your data in Notion — changes sync automatically to the client portal.

Dibuat oleh: Portalize

Kategori: Collaboration; Customer experience

Fitur: Content redaction

Tautan developer: Situs Web; Ketentuan/Privasi; Kirim email ke dukungan; Laporkan masalah

Semua merek dagang pihak ketiga (termasuk logo dan ikon) yang dirujuk di sini adalah properti pemiliknya masing-masing. Kecuali jika secara khusus ditetapkan sebagai Dibuat oleh Notion, integrasi tidak didukung atau dikelola oleh Notion. Produk atau layanan pihak ketiga yang terhubung dengan integrasi adalah Aplikasi Non-Notion (sebagaimana didefinisikan dalam Perjanjian Berlangganan Utama atau Ketentuan Penggunaan Pribadi, sebagaimana relevan). Dengan mengaktifkan integrasi apa pun atau menggunakan Galeri Integrasi Notion, Anda menyetujui Ketentuan Galeri Integrasi Notion.