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Set Up Global Items

Global Items are perfect for links, embedded items, forms, or information you want all your clients to access

Hubflo Team avatar
Written by Hubflo Team
Updated this week

In this article

Global Items are perfect for content that applies to all clients, such as:

  • Calendly links

  • Intake forms

  • Service overviews

  • Video intros or tutorials

Clients will see Global Items at the top of every workspace in their Client Portal.

They appear above workspace-specific content and stay consistent across the portal—making it a great place to post essential or evergreen resources.

How to Set Up Global Items

To get started:

  1. Go to Settings ⚙️ → Client Portal → Global Items

  2. Choose your content type:

    • 🔗 Link – Direct clients to an external page (like your website, a document, or an app)

    • 🌐 Embed – Display embedded content like videos, Calendly, forms, or service info

  3. Add your title, link or embed code, and click Save

That’s it! Your Global Item is now visible in all client workspaces.

Note: Since Global Items are shared with all clients, avoid adding content that’s specific to one personor company.

How to Set Up Embeds

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

  • Common embed ideas:

    • Calendly or scheduling tools

    • Form builders (Typeform, Google Forms, etc.)

    • Loom or YouTube videos

    • Notion pages or Google Slides

    • Dashboards or reports from tools like Databox or Looker Studio

Once added, Global Items like these appear across all client workspaces, pinned at the top of the portal.

💡 Your embedded app or content will open within your client portal, so your clients never have to leave the experience.

How to Set Up Links

When adding a Link as a Global Item, you can:

  • Add a title and a URL your clients can click

  • Choose an icon to make it visually clear (e.g., 📄 for documents, 📅 for calendars)

  • Tag your links to organize them by topic, department, or service

  • Link to a contact

Once saved, your link will appear across all client workspaces, right at the top of the portal.

Update or Remove Global Items

Yes! Just go back to Settings ⚙️ → Client Portal → Global Items to:

  • Edit an existing item

  • Remove something that’s no longer needed

  • Add new resources as your services evolve

Changes will update instantly across all workspaces.

Remember: Global Items are designed to be universal and consistent across all client workspaces.


If you need to share something that’s specific to one client, add it directly inside that client’s individual workspace, not from Settings → Client Portal → Global Items.

💬 Need Help?

We’re here if you need a hand! Chat with us from your dashboard or email us anytime at [email protected] 😊

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