Show content conditionally in your client portal

This guide explains how to show or hide portal pages and content sections in your client portal based on client-specific status column values from the Clients board. With this powerful feature you can serve different client types from one portal configuration.

Overview

How conditional content works

Conditional content lets you control what clients see in the portal based on their client type or status. Conditions are evaluated using:

• One or more Status columns on the Clients board
• The currently logged-in client on that board

Conditions apply to entire pages or sections and are evaluated before any client-specific configuration.

Logic

Clients Board based conditions

Each client accessing the portal is represented by a single item on the Clients Board.

Example:

• Client A — Status Designer
• Client B — Status Developer
• Client C — Status Designer

Conditions check the status of the logged-in client’s item to determine which content is shown.

Setup

Prepare the Clients Board

1. Open the Clients Board.
2. Add a new Status column.
3. Define the labels you want to use for conditions, such as Designer and Developer.

This Status column can be referenced by all page and section conditions.

Page conditions

Control portal page visibility

Page conditions determine whether an entire page is visible to a client.

1. Open the Builder tab.
2. Open your target Page.
3. Add a page condition. Find it next to your page settings.
4. Choose:
   • The Status column
   • The condition operators
   • The status value

The page is shown only if the condition is met.

Section conditions

Control content section visibility

Section conditions work the same way but apply only to a specific section within a page.

1. Choose a section inside a page.
2. Add a section condition in the top right section header.
3. Reference the Status column.
4. Define which status values should see the section.

This allows different client types to see different content on the same page.

Use cases

Common examples for using conditions

• Show onboarding pages only to New clients.
• Display role-specific sections per client type.