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Client Pages are reusable, read-only reference pages. You write a welcome message, support instructions, or a security FAQ once, attach it to your onboarding templates, and every new portal shows it. Clients read each page as an expandable article in their portal. This guide is for MSP staff.
Client Pages and the Documentation Hub share one library. A page you create here also appears in your Documentation Hub, and editing it in either place updates the same page. See Documentation Hub sync.
These steps use the unified Projects experience, where the page library is under Settings > Projects > Client Portals > Pages. If your organization still uses the earlier experience, open Settings > Client Onboarding > Pages and the company’s Onboarding > Pages tab.

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Before you start

  • You need onboarding read access to view the library. Creating or editing pages needs onboarding write access (write_settings_onboarding) and an active subscription. Deleting a page needs manage access (manage_settings_onboarding).
  • Client Pages do not need an external integration.

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Add a page to the library

1

Open the Pages section

Go to Settings > Projects > Client Portals > Pages.
2

Start a new page

Select Add Page at the top right.
3

Fill in the page

Enter a Title, for example “How to contact support”. Choose an Icon (Guide, Support, Security, FAQ, or Info). Add an optional Section label to group the page, for example “Support”, and an optional Summary shown in the portal sidebar and page header. Write the client-facing text in Page content.
4

Save

Select Add Page. Typing does not save anything until you select it. To change a page later, open its … menu, choose Edit page, and select Save Changes. Select Cancel to discard an edit.

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Read the pages table

Each row has a … menu with Edit page and Delete page.
Deleting a library page removes it from every template and portal that uses it, and archives it in the shared documentation library. Check Usage first. A confirmation names the page.

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Attach pages to a template

Pages reach a portal through a template.
1

Open the template

Go to Settings > Projects > Templates > Templates, open the template, and choose Pages from the template menu.
2

Link a page

Use Select custom page to search the library and add a page. Pages already linked do not show again. When everything is linked you see “All custom pages are linked”. Select Manage pages to create a page first.
3

Set client visibility

Each linked page has a Visible to client portal toggle. Turn it off to keep the page attached but hidden. It then shows a Hidden badge. Select the eye icon to preview the page.
Linking, unlinking, and visibility save on their own. They do not wait for the template’s Save Changes.
Templates reference library pages. They do not copy the text. Update a page once in the library and every template that links it stays current. Removing a page from a template only removes that link. The library page and existing portals are not touched.

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Manage pages on a portal

Portals copy the template’s page assignments, visibility, and fallback content when they are created. They keep the link to the library page when there is one. You can then review and adjust pages on the portal itself.
1

Open the portal's pages

Open the project and go to Client Portal > Pages.
2

Review the list

The left side lists Assigned pages with Visible and Hidden counts and a search box. The right side previews the selected page. Each page also shows how many contacts have viewed it, for example Viewed by 2 of 3 contacts.
3

Add or remove a page

Select the Add page menu. Choose New page to write a page just for this portal, or Import page to add one from your library. Select a page and choose Remove to take it off the portal. Removing a shared page keeps it in the library. Edit shows for pages that belong only to this portal.
4

Check the client view

Select View as in the page header and pick a contact to read the pages as that person.
A source label shows how the page behaves.
  • Shared page follows the library. Editing the library page changes what the portal shows.
  • Portal snapshot keeps its own saved content.
Changing a template’s page links does not rebuild existing portals. Check the source label before you edit a page that clients already use.

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What clients see

Visible pages appear in a Pages section described as “Guides and reference information for this onboarding”. Each page is an expandable article with its icon, section label, title, summary, and full content. Pages are read-only. Reading a page does not record an acknowledgment or complete a task. Hidden pages never appear. To collect a response, add a task, approval, or signature.

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Documentation Hub sync

Client Pages and Documentation Hub “inline” documents are the same record, not two synced copies.
  • A page you create in Settings > Projects > Client Portals > Pages appears in your Documentation Hub library.
  • An inline page you create in the Documentation Hub appears in your onboarding page library.
  • Editing a page in either place updates the one shared page everywhere it is used.
Because one record can serve internal and client audiences, check Usage and the content before you save a change.

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Permissions

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Troubleshooting

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Frequently asked questions

It changes portals that show it as a Shared page. A Portal snapshot keeps its saved content.
No. It removes only that template link. Delete page is the broader action that removes a page from the library.
No. Pages are references. Use a task, approval, or signature when you need a response.
No. Page links and visibility save on their own. The page editor has its own Add Page or Save Changes button.
Both use the same shared page. Review every audience before you save.

Onboarding Templates

Attach pages to templates alongside phases and tasks

What clients see

How pages appear to your clients