--- title: Client Portal Customization  description: 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… url: "https://help.onesuite.io/docs/client-portal-customization/" updated: "2026-10-01" category: Client Management --- # Client Portal Customization  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. 1. Go to **Settings** in the sidebar. 2. Navigate to **Client Portal Settings**. 3. Click **Dashboard**. 4. 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. 1. Go to **Settings**, **Client Portal Settings**. 2. 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. ![Client Portal Sidebar settings with default links, their on/off switches and drag handles](https://help.onesuite.io/wp-content/uploads/2026/10/client-portal-customization-1-scaled.webp) ### 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. 1. Go to **Settings**, **Client Portal Settings**. 2. Click **Settings** within the Client Portal section. 3. 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. 1. Go to **Settings**, **Client Portal Settings**. 2. Find the **Client Portal Permissions** section under the **Projects** module. 3. 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. ![Client Portal Permissions section with the View Only and Create & Update access levels](https://help.onesuite.io/wp-content/uploads/2026/10/client-portal-customization-2-scaled.webp) Not using OneSuite yet? Start your free trial → ## 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](https://help.onesuite.io/docs/giving-your-client-portal-access/). **See what clients see:** Learn what the portal home shows with [Client Portal Dashboard](https://help.onesuite.io/docs/client-portal-dashboard/). **Connect your tracking tools:** Set up Google Analytics, Tag Manager and Clarity with [How to Connect Analytics Tools](https://help.onesuite.io/docs/how-to-connect-analytics-tools/).