Docs

Pick what to share

Start a portal from Portals → New portal. You can share an object (People, Companies, Deals, anything custom), a list, or a saved view — which is the same object or list with Attio’s filters left switched on. Choosing a source resets the form, because its attributes are the only columns that make sense.

Settings

Columns

Tick the attributes visitors should see and drag them into the order you want, up to 50. Anything you leave out never reaches the page — the client cannot tell it exists.

Sort

Order the table by any one of the columns you picked, ascending or descending.

Title & description

The heading at the top of the shared page and a short line under it, up to 500 characters.

Branding

An https logo URL and a hex accent colour. On Pro and above you can also switch off the Hey Portal badge.

CSV download

On by default. Switch it off and the download button disappears; the data stays visible on the page.

Dashboard

Attach one of your report dashboards to render charts above the record table.

Password

Optional, up to 72 characters. We store a hash, never the password itself. Add one or take it off later without the link changing.

Share it

Saving gives the portal its own link, in the form /p/<token>. Send it to your client. They open it in any browser — no Attio account, no seat, no invite. Every portal has an on/off switch: turn it off and the link stops resolving straight away.

Creating one

Rooms → New room asks four things: who it is for, their website, an optional Attio source, and a template. A room is allowed to carry no Attio data at all, but never no client — the client name is its identity, and branding is derived from their domain. Columns, sorting, branding, password and sharing are all set afterwards in the editor, where you can see the effect of each change.

Templates

Client onboarding

A welcome note, a phased plan with owners and due dates, and a place for docs.

Deal room

A summary, the recording and docs, pricing links, and agreed next steps.

Data share

A short note above the live Attio table. The classic portal, in room form.

Blank

An empty page. Build it however you like.

How a page is put together

A room is an ordered list of sections and blocks. A section is a titled group that holds blocks; nesting stops there, which keeps the table of contents two levels deep and the drag-and-drop predictable. A room holds up to 40 top-level nodes, and a section up to 24 blocks. Drag anything to reorder it.

Block types

Rich text

A formatted note. Mark it highlighted to give it the cream “for you” treatment.

Embed

Cal, Calendly, Loom, YouTube, Vimeo, Google Docs and Notion render inline. Any other link becomes a tidy link card instead.

Resources

Up to 24 labelled links, each with an optional description. Contracts, decks, folders.

Contacts

Up to 12 people with a role, email, avatar and note — who to ask about what.

Plan

The action plan, described below.

Records

The live Attio table, with the columns and sort you picked. A room can have one, or none.

Artifact

A self-contained HTML block for anything custom. It must be a complete document with no external scripts, stylesheets or iframes. Available on Pro and above.

Any block can be hidden. It stays in the room and you keep seeing it in the editor; the client never receives it.

Action plans

A plan is phases, and a phase is tasks — up to 12 phases with up to 40 tasks each. Every task has a label, an optional description, an owner (you or the client) and an optional due date, which shows as overdue once it passes.

Each task asks for exactly one thing:

Acknowledge

Read it, tick it off.

Link

A button through to a URL, with a label you choose.

Embed

A calendar or video opened inline, on the task itself.

Form

Up to 16 fields — text, email, long text or a select. Responses land in the engagement drawer.

Progress belongs to the page, not to a browser. Everyone holding the link sees the same ticks, and editing a room never overwrites what your client has already done.

Dashboards

A dashboard is a titled group of reports. Each report reads from an object, a list or a saved view, sits at half or full width, and can be dragged into the order you want.

Report types

Insight

Current totals, averages and breakdowns.

Historical values

How a metric changed period by period.

Funnel

Conversion and drop-off across stages.

Time in stage

Where records spend the most time.

Stage changed

Volume or value entering stages.

Shaping a report

Metric

Count records, or count, sum, average, min or max of one attribute.

Group & segment

Break the metric down by an attribute, and split each group into series.

Filters

Narrow the records with equals, contains, starts or ends with, greater or less than, is set and is not set.

Visualisation

Metric, bar, line, pie or funnel. A grouped insight can be a bar, line or pie; an ungrouped one is a single number.

Options

Date granularity from day to year, how many periods to show, category sort and limit, stacking, axis labels, and a target line.

Putting one in front of a client

Attach a dashboard to a portal or room and it renders above the record table on the shared page. It stays read-only, like everything else there.

What gets recorded

Portal views and time spent, which sections were viewed, which embeds were loaded or opened, resource clicks, task interactions, form submissions and CSV downloads. Visitors are identified by a random id kept in their browser, so nobody has to sign in for this to work.

Reading it

Open the engagement drawer from any portal or room. It shows recent activity, content performance (which blocks held attention and which were skipped), the list of visitors, and every form response your client submitted.