Portals give you more flexibility around how you securely share information and control collaboration with external guests. Portals exist within workspaces, creating an additional layer of control over visibility and access, and they allow external guests to contribute to a workspace without having the same full access as your internal team.

Portals are created within workspaces. For more information on creating workspaces, visit the article Creating and Managing Workspaces. There is no limit to the number of portals that can be created in a workspace.

To create a Portal from the Workspace home page, select 'Create' button in the top right corner, followed by 'Portal'.

Alternately, you can open the Portals section in the Workspace sidebar on the left, which gives you an overall view of the portals within that specific workspace. From here you can select the "+" option to create a new portal. If you have never created a Portal in this workspace, you will also have a 'create your first portal' option.

In the Create Portal modal you can title your portal, invite guests, add portal admins, and enable downloading and deleting of feedback. The creator of the portal is a default portal admin.

Click Create Portal to create the Portal. You will be taken to the Portal landing page upon creation. To help orientate you to the type of space you are in, the colour scheme of a Portal is different to a Workspace.

All recently-accessed portals will be visible from the workspace landing page, and an extensive list can be accessed by opening the Portals section in the workspace sidebar on the left.

Portal Admins can manage portal settings and add additional Guests and portal admins from the portal's settings. The portal settings can be accessed from a number of ways on the Portal's homepage.

All options open the same management modal, which has three tabs: General, Guests, and Portal admins. Each option will default a different tab of the settings.

On the general settings tab you can:

Here you can add or remove Guests from the Portal, and manage which role they have in this portal (which determines their permissions).

Portal guests are users that have been added to a portal, and whom have limited visibility to other users.
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​Guests can see:

Guests can not see:

Learn more about what Guests can and cannot do within your portal in our Roles and Permissions article.

Here you can add members of the parent Workspace as Portal Admins or remove Portal Admins.

Portal guests will only see the files that you share with them. New files and revisions uploaded in the Workspace will not be automatically shared to portals; sharing requires explicit action from you. You can choose to share individual or groups of files and have control over which revisions are shared.

There are multiple ways to share files to a portal.

In a workspace, right click on a file or package in Drive and select Share to Portal.

You can also multi-select files, using the 'Select multiple' option, then right-click and select 'Share to portal'.

In the Share to Portals modal, you can select the specific portals you want to share the files with. If your workspace contains multiple portals, you can choose which files are shared with each portal individually. Sharing a file to one portal does not automatically share it with others. Additionally, if you or a guest upload a file to a portal, it will only be visible to that specific portal and workspace.

You can also specify the revisions you want to share. The options available are:

Next, you can filter the feedback you want to share. Filter options include tags, feedback type, assignee, creator, status, and priority.

Finally, you'll see a summary of what is being shared. Click the 'Share' button to complete the process.

You can also pull files from workspaces while in the Portal. Click the add (+) button in the portal Drive and select Add File. If the Portal Drive is currently empty, you can also click on the "Upload files" button.

In the 'Add Files to Portal' modal, you can select file(s) from the Workspace.

In addition to sharing existing files from the workspace, you can also upload new files directly to the Portal. There are a number of ways to do this.

If you have selected the 'Add files' or 'Upload files' option on the Portal drive, you can then select the 'Upload files' option in the 'Add files to Portal' modal.

Alternatively, there is an upload widget directly on the Portal home page. You can drag and drop files, or select the "Add file" option, in the upload box to upload files directly to the portal.

This follows the same method as our standard file uploads, including for assembly uploads.

Feedback added to files in the portal will also be visible to team members in the parent workspace. Feedback coming from, and shared to, a portal will be differentiated with a portal symbol.

Portal guests will only see feedback created in the portal, or explicitly shared from the workspace. You can explicitly share feedback that has been created in the workspace by select the options button (...) on the feedback, and selecting 'Share to Portal'.

Portal Guests will only have access to feedback discussions on feedback that is visible within the portal. Your workspace team members can use an internal discussion thread to communicate privately, which will not be visible to guests.

The workspace and portal threads will be separate and differentiated in the discussion tab on each piece of feedback.

If replying to a Portal discussion thread, workspace team members will be alerted that their reply will be visible to guests.

Portal admins can create and manage reviews in the portal. These reviews will be visible in the reviews track table at the workspace level. Portal guests will only be able to see reviews created in the portal.

Portal guests with a custom role that includes the review creation permission (see custom permissions) can also create and manage their own reviews in the portal. The review creation experience is very similar to the experience a portal admin/team member would have, with a few small differences: