Embed YouTube Videos in Your Client Portal

To get started go to the client or workspace template.

1. Click on “Embed”

   

2. Paste the public URL into the field

3. When adding an Embed, you can customize the way it appears:

• Display Mode
  Choose how your app or content is shown:

  • Inline – Embed it directly into the workspace

  • Full Page – Open it in a dedicated tab for more space

• Title & Icon
  Add a clear title and choose an icon so clients know what to expect

Set Up Embeds Across All Workspaces

If you want an embedded app to appear automatically across all your client workspaces, you can add it as a Global Item.

Global Items make it easy to maintain consistency—perfect for onboarding videos, company updates, or shared calendars.

👉 Learn how to set up Global Items →