Client Portal customization lets you control how your portal looks, what clients can access, and how you track their engagement, all from one settings area. The portal is one of your strongest tools for building client trust, so setting it up well gives every client a professional experience.
In this guide you’ll learn how to:
- Add a welcome video to the client portal dashboard
- Turn sidebar links on or off, reorder them and add custom links
- Set up Google Tag Manager, Google Analytics or Microsoft Clarity tracking
- Choose the access level clients have on their projects
How to add a welcome video to the dashboard
Paste a YouTube URL into the dashboard video field, and the video appears on the dashboard when your client logs in to the portal. It’s a good way to welcome new clients, explain your process or set expectations from the start.
- Go to Settings in the sidebar.
- Navigate to Client Portal Settings.
- Click Dashboard.
- Paste your YouTube URL into the video field.
The video appears directly on the dashboard when your client logs in to their portal.
How to customize the portal sidebar
Open Settings, Client Portal Settings, Sidebar to control the main navigation your clients see in the portal. You can hide modules that aren’t relevant, reorder links, and add custom links such as your website, calendar or meeting scheduler.
- Go to Settings, Client Portal Settings.
- Click Sidebar.
How to turn links on or off
Use the switch next to each default link to turn it on or off. For example, if you don’t want clients to see the Projects section, turn it off.
How to reorder links
Drag and drop any link to change its position in the sidebar. This lets you put the most important sections first for your clients.
How to add custom links
Click Add Custom Link to add any URL you want clients to see in the sidebar next to the default links. Common uses include:
- Your website
- A booking or calendar link
- A meeting link
- Any other resource specific to your client relationship
How to set up analytics and tracking
OneSuite supports Google Tag Manager, Google Analytics and Microsoft Clarity, so you can track how clients use the portal.
- Go to Settings, Client Portal Settings.
- Click Settings within the Client Portal section.
- Enter your Google Tag Manager Container ID or Google Analytics tracking ID, or connect Microsoft Clarity, as needed.
| Tool | What you enter |
|---|---|
| Google Tag Manager | Your Google Tag Manager Container ID |
| Google Analytics | Your Google Analytics tracking ID |
| Microsoft Clarity | Connect Microsoft Clarity |
Note: Google Tag Manager only works on the white-label version of OneSuite with a custom domain. It does not work on the default OneSuite subdomain.
How to set client portal permissions
If the Projects module is on, you choose how much access clients have when they view or work on their projects in the portal.
- Go to Settings, Client Portal Settings.
- Find the Client Portal Permissions section under the Projects module.
- Choose the access level for your clients.
| Access level | What clients can do |
|---|---|
| View Only | See project details but not make changes. |
| Create & Update | Create tasks, add comments, reply to threads and upload files. |
Choose the level that fits your workflow. View Only suits most client relationships, while Create & Update works well when you want clients to actively collaborate on their deliverables.
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FAQs
How do I add a welcome video to my client portal?
Go to Settings, Client Portal Settings, Dashboard and paste your YouTube URL into the video field. The video shows on the dashboard when your client logs in.
Can I hide sections of the client portal from my clients?
Yes, turn off any default link in Settings, Client Portal Settings, Sidebar with the switch next to it. For example, you can hide the Projects section.
Can I add my own links to the client portal sidebar?
Yes, click Add Custom Link in the Sidebar settings to add any URL, such as your website, a booking link or a meeting link.
Why isn’t Google Tag Manager tracking my client portal?
Google Tag Manager only works on the white-label version of OneSuite with a custom domain. It does not work on the default OneSuite subdomain.
What is the difference between View Only and Create & Update access?
With View Only, clients see project details but can’t make changes. With Create & Update, they can create tasks, add comments, reply to threads and upload files.
Can I just send clients a link to my website instead of customizing the portal?
You can, and you can put that link inside the portal too. Use Add Custom Link so your website sits in the portal sidebar next to their projects and documents.
What to do next
Invite your clients: Get clients into the portal with Giving Your Client Portal Access.
See what clients see: Learn what the portal home shows with Client Portal Dashboard.
Connect your tracking tools: Set up Google Analytics, Tag Manager and Clarity with How to Connect Analytics Tools.