Stackby Blog (Page 2)

7 Free Client Portal Templates You Can Copy Today

7 Free Client Portal Templates You Can Copy Today

Free client portal templates for freelancers, agencies, consultants, and service businesses. Compare 10 portal ideas, essential features, and popular tools, with practical tips for organizing client records, tracking projects, sharing documents, managing approvals, and protecting client data.

Best Client Portal Builders for Spreadsheet and Database Data

Best Client Portal Builders for Spreadsheet and Database Data

Client portal builders for spreadsheet and database data help businesses manage client records, control access, collect information, and automate workflows. This guide compares portal-building platforms, essential features, database integrations, and key factors for choosing the right solution.

Portal Builder for Database: Do You Really Need a Second Tool?

Portal Builder for Database: Do You Really Need a Second Tool?

This guide explains how database portal builders work, the hidden costs of separate portal tools, and how data synchronization, permissions, and maintenance affect your workflow. It also covers how Stackby can help teams manage databases, forms, views, and client access in one workspace.

Client Portal Messaging and Comments: What to Look For

Client Portal Messaging and Comments: What to Look For

Client portal messaging and comments help teams keep client feedback, approvals, and project discussions organized in one place. This guide covers essential features, access controls, notifications, and how Stackby supports client collaboration.

White-Label Client Portal: Your Logo, Domain and Colors

A white-label client portal helps agencies and freelancers provide a branded client experience with custom logos, domain options, organized project information, secure access controls, and streamlined workflows using tools like Stackby.

How to Show Each Customer Only Their Own Data in a Portal

How to Show Each Customer Only Their Own Data in a Portal

This article explains customer portal permissions, row-level access, and ways to prevent customers from viewing other customers’ data. It covers filtered views, linked records, secure sharing, access management, and how no-code tools like Stackby support customer-specific data workflows.

Client Portal With No Login: Magic Links vs Passwords, Which Is Safer?

Client Portal With No Login: Magic Links vs Passwords, Which Is Safer?

This article compares magic links and traditional passwords for client portals, covering password less access, guest limits, security risks, and external-user costs. It explains how shared views and forms can simplify client access while protecting sensitive information.

How to Give Clients Access Without Forcing Them to Create an Account

How to Give Clients Access Without Forcing Them to Create an Account

This article explains how to give clients access to reports, project updates, forms, and portals without requiring account creation. It covers shareable links, embedded views, guest access, security considerations, and ways to simplify client collaboration while protecting internal data.

Client Portal Guest Limits: How Many External Users Do You Really Need?

Client Portal Guest Limits: How Many External Users Do You Really Need?

This article explains client portal guest limits, how external user counts affect pricing and access, and how to estimate the number of guests your business needs. It covers client access, team collaboration, scalability, and factors to consider when choosing client portal software.

Client Portal Pricing: Per User, Per Portal or Flat? How to Compare

Client Portal Pricing: Per User, Per Portal or Flat? How to Compare

This article explains client portal pricing models, including per-user, per-portal, and flat-rate plans. It covers hidden costs, feature limits, scalability, and key factors agencies and businesses should consider when comparing client portal software pricing.

Vendor Onboarding Portal: Collect Documents, Forms and Approvals Without the Email Chaos

Vendor Onboarding Portal: Collect Documents, Forms and Approvals Without the Email Chaos

A vendor onboarding portal helps businesses manage supplier registration, document collection, verification, approvals, and automated reminders in one place.

Employee Self-Service Portal: 12 Features HR Teams Actually Use

employee self-service portal

Employee Self-Service Portal: 12 Features HR Teams Actually Use

An employee self-service portal helps employees manage leave requests, attendance, documents, policies, expenses, and onboarding in one place. This guide covers 12 essential HR features, portal setup steps, common rollout mistakes, and how Stackby supports customized employee workflows.