This article covers display settings, client permissions, and two features (Global Items and Resource Center) that let you share content across all your clients at once.
If you want to see what the default experience looks like from your client's side before making changes, see What do clients see in their portal?
Go to Settings > Appearance to control how content is presented to clients across all workspaces.
Choose how tasks are displayed to clients:
as a list grouped by status
a list grouped by project sections, or
a board grouped by project sections.
Set the default sort order for files and folders:
manual
alphabetical, or
by creation date.
Choose whether to show or hide project stages in the client view. See Showing project status on your client portal →
When you have multiple contacts from the same company, you can control whether they share visibility into certain content:
Smartdocs: when enabled, all contacts from the same company can see smartdocs shared in any of their workspaces.
Proposals and invoices: same behavior for billing items.
When enabled, clients see all messages as coming from your company name rather than individual team members. Useful if you want to maintain a unified brand voice in client communications.
Go to Settings > Global Permissions to set default permissions for all clients across every workspace.
Allow clients to create and edit folders and move files
Allow generating a public link for a folder
Allow clients to delete their own files
Allow clients to create tasks
Set client task editing rights: choose whether clients can edit all tasks or only the ones assigned to them
Set default task access: choose whether clients can view all tasks in a workspace or only their assigned tasks
These are global defaults that apply across all workspaces. You can adjust permissions per client from within an individual workspace.
Global Items are links and embeds that appear pinned at the top of every client workspace, things like a Calendly booking link, an intake form, or a welcome video. Because they show up everywhere automatically, they're best suited for content that's relevant to all clients.
Go to Settings > Global Items to add your first link or embed.
Learn how to set up Global Items →
The Resource Center is a shared space inside your portal where you can publish content that's useful to all clients like onboarding guides, FAQs, templates, tools, and more. Unlike Global Items, it's its own dedicated section in the client navigation rather than something pinned to each workspace.
It appears automatically in the client navigation once you've published your first item.
Go to Workspaces > Resource Center to get started.
