Creating Portal Pages

Portal pages allow clients to conveniently access information, websites, or other software apps related to a specific project directly within their LaunchBay portal.

This article details everything you need to know about creating and editing the Portal pages clients have access to when viewing a project.

How Portal Pages Work

In your LaunchBay client portals, the pages clients can access within each project are set per project or per template.

To view the existing portal pages, open the template or project and click "Portal" on the top menu.

New projects and templates include five default pages:

• Overview: Always visible to clients. It displays the Progress Tracker, your team members assigned to the project (if enabled), any welcome content you’ve added, and shared project resources (if enabled). You can rename this page and customize its content.
• Tasks: Always visible to clients, and the page clients see first when they open a project. Clients can view all active tasks.
• Files: Clients can access all files associated with the project. You can rename this page or hide it with the "Viewable in client portal" toggle.
• Meetings: Clients can view scheduled and past meetings, see call-in details, and access any agenda items or summaries your team has chosen to share. Meeting requests also appear on the project's Tasks page. You can rename this page or hide it with the "Viewable in client portal" toggle.
• Messages: Clients can chat with your team about the project. You can rename this page or hide it with the "Viewable in client portal" toggle.

To change the order pages appear in the portal, drag them using the handles next to each page. The Overview page always appears first.

In addition to editing or hiding the default pages, you can create new portal pages to give clients access to static information or connected software applications they'll need throughout a project.

How to Create Custom Portal Pages

To create a new portal page, click the "Portal" tab at the top of the project and click "New" under "Client Portal Pages."

When adding a new portal page, the editor provides the following customization:

1. Viewable in client portal: By default, new pages created are visible to all clients invited to a project. To hide a portal page from clients, disable the "Viewable in client portal" toggle.
2. Title: In the "Title" section of the editor, you can specify a client-facing name for the page.
3. Content: The rich-text editor in the "Content" section enables you to add static content like text, images, and URLs to the portal page.
4. App Embed Code: The "App Embed Code" section lets you give clients access to a website or software application directly in the portal page by entering an iFrame embed code or shareable URL.
5. Form Embed: The "Form Embed" is a great way to gather client feedback. When a form is submitted, it automatically creates a task in the project, reminding your team to follow up.

How Portal Pages Work in Templates

The process for creating and editing Portal pages in Templates is nearly identical to that of active projects. To create/edit pages within a template, select "Templates" from your account sidebar, click the three dots, and select "Edit".

How to Preview Portal Pages

After saving changes made to a portal page or pages, click the arrow next to "Preview Portal as.." in the top right. This will open a list of clients on the project, allowing you to see a preview of how the portal and any custom pages you added will appear to that client.

How to Add Project Resources to the Overview Page

Project Resources give clients a reference library of important links and files, right on their project’s Overview page. They’re a good fit for things clients will come back to throughout a project, like a scope of work, a booking link, or a how-to video.

To add a resource, click the “Portal” tab at the top of the project, select the Overview page, and scroll down to “Project Resources.” Click “+ Add Resource,” enter a name, then choose “Add Link” to paste a URL or “Upload File” to add a file from your computer. Click “Add” to save.

You can drag resources to change the order they appear in, or click the gear icon next to a resource to edit it. In the client portal, resources appear in the “Project Resources” panel on the right side of the Overview page, below the project team. Clients can click a link to open it, or click a file to view or download it.