連接圖示

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.

    在此提及的所有第三方商標(含標誌和圖示)皆為各自擁有者的財產。除非特別標明「使用 Notion 製作」,否則 Notion 不負責整合的支援和維護服務。整合所連接的第三方產品或服務將被視為「非 Notion 應用程式」(定義請見 Notion 的主要訂閱協議個人使用條款,如適用)。如啟用整合或使用 Notion 整合庫,即代表你同意 Notion 的整合庫條款.